Profit Sharing · DOL Form 5500 · 2023
Sager & Sager Associates Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 4
- Participants
- 69th
- Percentile by assets
- $4.1M
- Avg per participant
Official DOL plan name: Sager & Sager Associates Profit Sharing Plan · Sponsored by Sager & Sager Associates · Pennsylvania · Professional & Technical Services
$17M in assets, 4 participants
Sager & Sager Associates's Sager & Sager Associates Profit Sharing Plan reported $17M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 127,072 plans)
- #13,918 in Professional & Technical Services (20,321 peers)
2023 asset change
Sager & Sager Associates Profit Sharing Plan grew sharply 16.2% in 2023 ($14M → $17M) for 4 participants.
- $17M
- total plan assets (2023 EOY)
- 4
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $4.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sager & Sager Associates Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sager & Sager Associates Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
2023 asset move for Sager & Sager Associates Profit Sharing Plan
Year over year, total assets grew sharply from $14M at the start of 2023 to $17M at year-end (up 16.2%). Net assets closed at $17M; reported net income $2M.
Sager & Sager Associates years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $14M |
| 2023 | 1 | 4 | $17M |
| 2024 | 1 | 4 | $15M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 231715816 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sager & Sager Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sager & Sager Associates Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Sager & Sager Associates Profit Sharing …
2023 change
Ways to act on Sager & Sager Associates Profit Sharing Plan's numbers.
- By total assets, Sager & Sager Associates Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Sager & Sager Associates's sponsor-wide assets have grown 2.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans