Profit Sharing · DOL Form 5500 · 2023
Si-Am Consult & Trade, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $79K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $39,748
- Avg per participant Low balance/head
Official DOL plan name: Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust · Sponsored by Si-Am Consult & Trade, Inc. · Georgia · Transportation & Warehousing
$79K in assets, 2 participants
Si-Am Consult & Trade, Inc.'s Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust reported $79K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #201 in Transportation & Warehousing (3,362 peers)
Si-Am Consult & Trade, Inc. multi-year trail
Si-Am Consult & Trade, Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust at $79K / 2 participants.
- #201
- in Transportation & Warehousing (3,362 peers)
- -38.0%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets
Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,495 5th percentile higher than 5% 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
Si-Am Consult & Trade, Inc. Profit Sharing Plan & 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. Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust reported net income fell from -$16K in the plan year 2022 filing to -$49K in the plan year 2023 filing.
- Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $128K in the plan year 2022 filing to $79K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 421737102 · Si-Am Consult & Trade, Inc. PY 2023 · Profit Sharing
Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust · $79K · 2 · 5th
- BOY $79K
- BOY 2
- BOY 5th
- BOY Profit Sharing
- BOY near Carlos a Ramos Morales Profit Sharing Plan
- BOY ind #201
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 Transportation & Warehousing retirement plans → · Plans in Georgia →
Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust in the asset neighbourhood
Si-Am Consult & Trade, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Si-Am Consult & Trade, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $104K 19.043122688183793% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $128K |
| 2023 | 1 | 2 | $79K |
| 2024 | 1 | 2 | $104K |
Si-Am Consult & Trade, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $128K |
|---|---|
| Net Assets (End of Year) | $79K |
| Net Income | -$49K |
| Employer EIN | 421737102 |
| Plan Effective Date | 2007-08-14 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.9B · 18,725
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.4B · 20,830
- The Emory Clinic, Inc. Retirement Savings Plan $875M · 2,588
- Childrens Healthcare of Atlanta Growth Plan $344M · 12,194
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $181M · 2,508
Si-Am Consult & Trade, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Carlos a Ramos Morales Profit Sharing Plan in PR ($79K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79K here).
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.