Profit Sharing · DOL Form 5500 · 2023
Sager & Sager Associates Profit Sharing Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $4.1M
- Avg per participant High balance/head
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.
- #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.
- #13,918
- in Professional & Technical Services (20,321 peers)
- +16.2%
- assets growth YoY
Sager & Sager Associates Profit Sharing Plan's outsized position by total assets
Sager & Sager Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,569,502 Top 31% higher than 69% 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
Sager & Sager Associates 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. Sager & Sager Associates Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
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.
Published 5500 schedule card
Filing strip 231715816 · Sager & Sager Associates PY 2023 · Profit Sharing
Sager & Sager Associates Profit Sharing Plan · $17M · 4 · 69th
- BOY $17M
- BOY 4
- BOY 69th
- BOY Profit Sharing
- BOY near Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Bothar Construction, LLC
- BOY ind #13918
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 Pennsylvania →
Sager & Sager Associates Profit Sharing Plan in the asset neighbourhood
Sager & Sager Associates years around the 2023 move
Sponsor-wide plan assets over time
All Sager & Sager Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 2.175627298439767% vs 2022
- 2024 filing year
| 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.
- 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
Sager & Sager Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Bothar Construction, LLC in NY ($17M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Sj Grillo Profit Sharing Plan (NY) 4 · 0 off
- Atraz Johnson Profit Sharing Plan (OR) 4 · 0 off
- Nomax Inc. Retirement Plan (LA) 4 · 0 off
- Unit Design Inc Ps (LA) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.