Profit Sharing · DOL Form 5500 · 2023

Aqualion Properties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$841K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$420,571
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aqualion Properties, Inc. Retirement Plan · Sponsored by Aqualion Properties, Inc. · Pennsylvania · Real Estate

$841K in assets, 2 participants

Aqualion Properties, Inc.'s Aqualion Properties, Inc. Retirement Plan reported $841K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,823 in Real Estate (4,727 peers)

Aqualion Properties, Inc. multi-year trail

Aqualion Properties, Inc.'s plans moved -59.5% in assets from 2022 to 2024; this filing shows Aqualion Properties, Inc. Retirement Plan at $841K / 2 participants.

#1,823
in Real Estate (4,727 peers)
-43.0%
assets change YoY

The plan reported a net loss of $634K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aqualion Properties, Inc. Retirement Plan among the smaller filed plans by assets

Aqualion Properties, Inc. Retirement Plan vs every filed plan by assets

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

$841,142 22nd percentile higher than 22% 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

Aqualion Properties, Inc. 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. Aqualion Properties, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aqualion Properties, Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $841K in the plan year 2023 filing.
  • Aqualion Properties, Inc. Retirement Plan reported net income rose from -$832K in the plan year 2022 filing to -$634K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460803760 · Aqualion Properties, Inc. PY 2023 · Profit Sharing

Aqualion Properties, Inc. Retirement Plan · $841K · 2 · 22nd

  • BOOK $841K
  • BOOK 2
  • BOOK 22nd
  • BOOK Profit Sharing
  • BOOK near Michael Mckeel Dmd Retirement Plan
  • BOOK ind #1823

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 Real Estate retirement plans → · Plans in Pennsylvania →

Aqualion Properties, Inc. Retirement Plan in the asset neighbourhood

Aqualion Properties, Inc. Retirement PlanAqualion Properties, Inc. Re…$841KMichael Mckeel Dmd Retirement PlanMichael Mckeel Dmd Retiremen…$841KGalanopoulos & Galgan Profit Sharing PlanGalanopoulos & Galgan Profit…$841KParkside Business Ventures Inc. Retirement PlanParkside Business Ventures I…$842KMilliken Research Associates,Inc. Profit Sharing PlanMilliken Research Associates…$841K
End-of-year total assets ($M) among Aqualion Properties, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Aqualion Properties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aqualion Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$598K 59.46225418467493% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.47M $0.6M ▼ -59.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $841K
2024 1 2 $598K

Aqualion Properties, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$841K
Net Income-$634K
Employer EIN460803760
Plan Effective Date2012-08-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Aqualion Properties, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Aqualion Properties, Inc. Retirement Plan, Total assets ($B): 0.000841142 · Participants: 2Aqualion Properties, Inc. Retirement PlanEastern 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
Aqualion Properties, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Aqualion Properties, Inc. Retirement Plan side-by-side with 3 peers →

Aqualion Properties, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Michael Mckeel Dmd Retirement Plan in OR ($841K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Aqualion Properties, Inc. Retirement Plan assets move in 2023? ▼
Aqualion Properties, Inc. Retirement Plan contracted severely - down 43.0% during 2023, from $1M to $841K. Reported net income was -$634K.
How have Aqualion Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aqualion Properties, Inc.'s sponsor-wide assets declined 59.5%, from $1M to $598K.
Where does Aqualion Properties, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Aqualion Properties, Inc. Retirement Plan ranks in the 22nd 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 Aqualion Properties, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michael Mckeel Dmd Retirement Plan in OR ($841K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Aqualion Properties, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 460803760.

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.