Other · DOL Form 5500 · 2023

Washington Healthcare Strategies, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$346,398
Avg per participant High balance/head
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Official DOL plan name: Washington Healthcare Strategies Inc Profit Sharing Plan and Trust · Sponsored by Washington Healthcare Strategies, Inc. · Pennsylvania · Healthcare & Social Assistance

$1M in assets, 4 participants

Washington Healthcare Strategies, Inc.'s Washington Healthcare Strategies Inc Profit Sharing Plan and Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,097 in Healthcare & Social Assistance (17,684 peers)

Washington Healthcare Strategies, Inc. multi-year trail

Washington Healthcare Strategies, Inc.'s plans moved +20.3% in assets from 2022 to 2024; this filing shows Washington Healthcare Strategies Inc Profit Sharing Plan and Trust at $1M / 4 participants.

#4,097
in Healthcare & Social Assistance (17,684 peers)
+24.3%
assets growth YoY

Washington Healthcare Strategies Inc Profit Sharing Plan and Trust among the smaller filed plans by assets

Washington Healthcare Strategies Inc Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,385,593 27th percentile higher than 27% 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

Washington Healthcare Strategies 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. Washington Healthcare Strategies 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

  • Washington Healthcare Strategies Inc Profit Sharing Plan and Trust reported net income rose from -$149K in the plan year 2022 filing to $271K in the plan year 2023 filing.
  • Washington Healthcare Strategies Inc Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251793367 · Washington Healthcare Strategies, Inc. PY 2023 · Other

Washington Healthcare Strategies Inc Profit Sharing Plan and Trust · $1M · 4 · 27th

  • VS-ST $1M
  • BOY 4
  • SCH 27th
  • EBSA Other
  • PART near Michael Schwartzberg Profit Sharing Plan
  • TYPE ind #4097

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Washington Healthcare Strategies Inc Profit Sharing Plan and Trust in the asset neighbourhood

Washington Healthcare Strategies Inc Profit Sharing Plan and TrustWashington Healthcare Strate…$1MMichael Schwartzberg Profit Sharing PlanMichael Schwartzberg Profit …$1MLobo Energy Incorporated 403(b) DC PlanLobo Energy Incorporated 403…$1MNational Association of Scholars, Inc. Defined Contribution PlanNational Association of Scho…$1MAssociation for Jewish Studies, Inc. Defined Contribution Retirement PlanAssociation for Jewish Studi…$1M
End-of-year total assets ($M) among Washington Healthcare Strategies Inc Profit Sharing Plan and Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington Healthcare Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Washington Healthcare Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.266898648466857% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.12M $1.34M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Washington Healthcare Strategies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$271K
Employer EIN251793367
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Pennsylvania

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

Washington Healthcare Strategies Inc Profit Sharing Plan and Trust vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Washington Healthcare Strategies Inc Profit Sharing Plan and Trust, Total assets ($B): 0.001385593 · Participants: 4Washington Healthcare Strategies Inc Profit Sharing Plan and TrustThe University of Pennsylvania Matching Plan, Total assets ($B): 6.313953991 · Participants: 20979The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 4.172068489 · Participants: 78261Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 3.057133387 · Participants: 41942The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.54984626 · Participants: 6370Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.466994136 · Participants: 15783Jefferson Defined Contribution Retirement Plan
Washington Healthcare Strategies Inc Profit Sharing Plan and Trust vs. nearby Other plans in Pennsylvania, assets vs. participants

Washington Healthcare Strategies Inc Profit Sharing Plan and Trust's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is Michael Schwartzberg Profit Sharing Plan in NJ ($1M); by covered participants it is Lipsius-Benhaim Law LLP 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 Washington Healthcare Strategies Inc Profit Sharing Plan and Trust assets move in 2023?
Washington Healthcare Strategies Inc Profit Sharing Plan and Trust grew sharply - up 24.3% during 2023, from $1M to $1M. Reported net income was $271K.
How have Washington Healthcare Strategies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Washington Healthcare Strategies, Inc.'s sponsor-wide assets grew 20.3%, from $1M to $1M.
Which Other plans are similar in size to Washington Healthcare Strategies Inc Profit Sharing Plan and Trust?
Among Other plans in other states, the closest by assets is Michael Schwartzberg Profit Sharing Plan in NJ ($1M, N/A participants).
Which Other plans cover a similar participant headcount to Washington Healthcare Strategies Inc Profit Sharing Plan and Trust?
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K in assets).