Profit Sharing · DOL Form 5500 · 2023

John Stortz & Son, Inc. Profit Sharing Plan

Data updated 2026-08-25

$547K
Total assets Small plan by assets
4
Participants Small participant base
19th
Percentile by assets National rank
$136,660
Avg per participant Near avg balance/head
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Official DOL plan name: John Stortz & Son, Inc. Profit Sharing Plan and Trust · Sponsored by John Stortz & Son, Inc. · Pennsylvania · Manufacturing

$547K in assets, 4 participants

John Stortz & Son, Inc.'s John Stortz & Son, Inc. Profit Sharing Plan and Trust reported $547K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,414 in Manufacturing (18,722 peers)

John Stortz & Son, Inc. multi-year trail

John Stortz & Son, Inc.'s plans moved +26.4% in assets from 2022 to 2023; this filing shows John Stortz & Son, Inc. Profit Sharing Plan and Trust at $547K / 4 participants.

#1,414
in Manufacturing (18,722 peers)
+26.4%
assets growth YoY

John Stortz & Son, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

John Stortz & Son, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$546,641 19th percentile higher than 19% 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

John Stortz & Son, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John Stortz & Son, Inc. Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Stortz & Son, Inc. Profit Sharing Plan and Trust reported net income rose from -$136K in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • John Stortz & Son, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $432K in the plan year 2022 filing to $547K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231129360 · John Stortz & Son, Inc. PY 2023 · Profit Sharing

John Stortz & Son, Inc. Profit Sharing Plan and Trust · $547K · 4 · 19th

  • PART $547K
  • PART 4
  • PART 19th
  • PART Profit Sharing
  • PART near Dean Sausage Company, Inc. Profit Sharing Plan
  • PART ind #1414

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 Manufacturing retirement plans → · Plans in Pennsylvania →

John Stortz & Son, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

John Stortz & Son, Inc. Profit Sharing Plan and TrustJohn Stortz & Son, Inc. Prof…$547KDean Sausage Company, Inc. Profit Sharing PlanDean Sausage Company, Inc. P…$547KAdvanced Packaging Corporation Profit Sharing PlanAdvanced Packaging Corporati…$547KVisniski Inc. Retirement Plan$547KJd Scruggs Incorporated Retirement PlanJd Scruggs Incorporated Reti…$547K
End-of-year total assets ($M) among John Stortz & Son, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

John Stortz & Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All John Stortz & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$547K 26.435125326992775% vs 2022
2023 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 20222023 $0.43M $0.55M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 4 $432K
2023 1 4 $547K

John Stortz & Son, Inc. filing trail (2023)

Total Assets (Beginning of Year)$432K
Net Assets (End of Year)$547K
Net Income$114K
Employer EIN231129360
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

John Stortz & Son, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants John Stortz & Son, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.000546641 · Participants: 4John Stortz & Son, Inc. Profit Sharing Plan and TrustEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
John Stortz & Son, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare John Stortz & Son, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

John Stortz & Son, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Dean Sausage Company, Inc. Profit Sharing Plan in AL ($547K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 John Stortz & Son, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
John Stortz & Son, Inc. Profit Sharing Plan and Trust grew sharply - up 26.4% during 2023, from $432K to $547K. Reported net income was $114K.
How have John Stortz & Son, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), John Stortz & Son, Inc.'s sponsor-wide assets grew 26.4%, from $432K to $547K.
Where does John Stortz & Son, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
John Stortz & Son, Inc. Profit Sharing Plan and Trust ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to John Stortz & Son, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Dean Sausage Company, Inc. Profit Sharing Plan in AL ($547K, 37 participants).
Which Profit Sharing plans cover a similar participant headcount to John Stortz & Son, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231129360.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.