Profit Sharing · DOL Form 5500 · 2023
Providence Tree Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $130K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $32,488
- Avg per participant Low balance/head
Official DOL plan name: Providence Tree Incorporated Retirement Plan · Sponsored by Providence Tree Incorporated · Pennsylvania · Construction
$130K in assets, 4 participants
Providence Tree Incorporated's Providence Tree Incorporated Retirement Plan reported $130K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #667 in Construction (9,030 peers)
Providence Tree Incorporated multi-year trail
Providence Tree Incorporated's plans moved -60.8% in assets from 2023 to 2024; this filing shows Providence Tree Incorporated Retirement Plan at $130K / 4 participants.
- #667
- in Construction (9,030 peers)
- $130K
- reported net income
Providence Tree Incorporated Retirement Plan among the smaller filed plans by assets
Providence Tree Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$129,950 8th percentile higher than 8% 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
Providence Tree Incorporated Retirement 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. Providence Tree Incorporated Retirement Plan is a micro filing (4 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 933212446 · Providence Tree Incorporated PY 2023 · Profit Sharing
Providence Tree Incorporated Retirement Plan · $130K · 4 · 8th
- TYPE $130K
- NET 4
- BOOK 8th
- VS-ST Profit Sharing
- BOY near Permanently Altared Inc. Retirement Plan
- SCH ind #667
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 Construction retirement plans → · Plans in Pennsylvania →
Providence Tree Incorporated Retirement Plan in the asset neighbourhood
Providence Tree Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Providence Tree Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $51K 60.75413620623317% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 4 | $130K |
| 2024 | 1 | 4 | $51K |
Providence Tree Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $130K |
| Net Income | $130K |
| Employer EIN | 933212446 |
| Plan Effective Date | 2023-09-14 |
| 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
Providence Tree Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Permanently Altared Inc. Retirement Plan in LA ($130K); 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 ($130K here).
- Permanently Altared Inc. Retirement Plan (LA) $130K · 1
- Lusiditi Inc. Retirement Plan (CA) $130K · 2
- Atle Corporation Profit Sharing Plan (CA) $130K · 2
- M & M Tire Service Corporation Retirement Plan (FL) $130K · 2
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.