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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $19K |
| Employer EIN | 770042141 |
| Plan Effective Date | 1975-09-30 |
| Filing Status | FILING 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
| 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.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
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.