Profit Sharing · DOL Form 5500 · 2023
Steven H. Vogel Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 35th
- Percentile by assets National rank
Official DOL plan name: Steven H. Vogel Retirement Plan · Sponsored by Steven H. Vogel · Illinois · Professional & Technical Services
$3M in assets, N/A participants
Steven H. Vogel's Steven H. Vogel Retirement Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,354 in Professional & Technical Services (20,321 peers)
Steven H. Vogel multi-year trail
Steven H. Vogel's plans moved +16.6% in assets from 2022 to 2024; this filing shows Steven H. Vogel Retirement Plan at $3M / N/A participants.
- #6,354
- in Professional & Technical Services (20,321 peers)
- +6.7%
- assets growth YoY
Steven H. Vogel Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Steven H. Vogel Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,772,710 35th percentile higher than 35% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Steven H. Vogel Retirement Plan reported net income rose from -$142K in the plan year 2022 filing to $174K in the plan year 2023 filing.
- Steven H. Vogel Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 371096566 · Steven H. Vogel PY 2023 · Profit Sharing
Steven H. Vogel Retirement Plan · $3M · N/A · 35th
- NET $3M
- NET N/A
- NET 35th
- NET Profit Sharing
- NET near Michael Bigg Jr. Inc Profit Sharing
- NET ind #6354
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 Illinois →
Steven H. Vogel Retirement Plan in the asset neighbourhood
Steven H. Vogel multi-year asset trail
Sponsor-wide plan assets over time
All Steven H. Vogel plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 16.62926848227765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | N/A | $3M |
Steven H. Vogel filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $174K |
| Employer EIN | 371096566 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Steven H. Vogel Retirement Plan's closest out-of-state Profit Sharing peers by assets
Outside Illinois, the nearest Profit Sharing by end-of-year assets is Michael Bigg Jr. Inc Profit Sharing in NY at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.