Profit Sharing · DOL Form 5500 · 2023

Saratoga Storage Systems, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan · Sponsored by Saratoga Storage Systems, Inc. · Arizona · Professional & Technical Services

$4M in assets, 2 participants

Saratoga Storage Systems, Inc.'s Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,083 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan holds $4M for 2 participants - about $2.2M per participant, in the lower half of filed plans by assets.

#8,083
in Professional & Technical Services (20,321 peers)
+0.4%
assets growth YoY

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,459,811 42nd percentile higher than 42% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan reported net income rose from -$340K in the plan year 2022 filing to $19K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770042141 · Saratoga Storage Systems, Inc. PY 2023 · Profit Sharing

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan · $4M · 2 · 42nd

  • BOOK $4M
  • BOOK 2
  • BOOK 42nd
  • BOOK Profit Sharing
  • BOOK near New Horizons Pension Plan
  • BOOK ind #8083

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Arizona →

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan in the asset neighbourhood

Marc F. Rubin, Dmd, PC Profit Sharing PlanMarc F. Rubin, Dmd, PC Profi…$4MSaratoga Storage Systems, Inc. 401(k) Profit-Sharing PlanSaratoga Storage Systems, In…$4MNew Horizons Pension Plan$4MGolden State Retirement Plan Mep by Vasindas Around the ClockGolden State Retirement Plan…$4MProvident Charter School 403(b) PlanProvident Charter School 403…$4M
End-of-year total assets ($M) among Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$19K
Employer EIN770042141
Plan Effective Date1975-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Saratoga Storage Systems, Inc.)

Sponsor-wide plan assets over time

All Saratoga Storage Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 7.019674481993282% vs 2022
2024 filing year
$4M$4.1M$4.2M$4.3M$4.4M$4.5M 202220232024 $4.44M $4.13M ▼ -7.0%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $4M

Nearby Profit Sharing Plans in Arizona

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0204060 Total assets ($M) Participants Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan, Total assets ($M): 4.459811 · Participants: 2Saratoga Storage Systems, Inc. 401(k) Profit-Sharing PlanKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is New Horizons Pension Plan in FL ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan assets move in 2023?
Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan held essentially flat - up 0.4% during 2023, from $4M to $4M. Reported net income was $19K.
How have Saratoga Storage Systems, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Saratoga Storage Systems, Inc.'s sponsor-wide assets declined 7.0%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is New Horizons Pension Plan in FL ($4M, 417 participants).
Which Profit Sharing plans cover a similar participant headcount to Saratoga Storage Systems, Inc. 401(k) Profit-Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).