Profit Sharing · DOL Form 5500 · 2023
Asselta & Company Profit Sharing Plan
Data updated 2026-08-25
- $576K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $575,603
- Avg per participant High balance/head
Official DOL plan name: Asselta & Company Basic Profit Sharing Plan · Sponsored by Asselta & Company · New Jersey · Professional & Technical Services
$576K in assets, 1 participants
Asselta & Company's Asselta & Company Basic Profit Sharing Plan reported $576K in total assets and 1 participant 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.
- #2,903 in Professional & Technical Services (20,321 peers)
Asselta & Company multi-year trail
Asselta & Company's plans moved +44.0% in assets from 2022 to 2024; this filing shows Asselta & Company Basic Profit Sharing Plan at $576K / 1 participant.
- #2,903
- in Professional & Technical Services (20,321 peers)
- +21.6%
- assets growth YoY
Asselta & Company Basic Profit Sharing Plan among the smaller filed plans by assets
Asselta & Company Basic Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$575,603 19th percentile higher than 19% 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
Asselta & Company Basic Profit Sharing 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. Asselta & Company Basic Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Asselta & Company Basic Profit Sharing Plan reported net income rose from -$104K in the plan year 2022 filing to $102K in the plan year 2023 filing.
- Asselta & Company Basic Profit Sharing Plan end-of-year assets rose from $473K in the plan year 2022 filing to $576K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 364299347 · Asselta & Company PY 2023 · Profit Sharing
Asselta & Company Basic Profit Sharing Plan · $576K · 1 · 19th
- EBSA $576K
- PART 1
- TYPE 19th
- NET Profit Sharing
- BOOK near M.D. Meyer Inc. Retirement Plan
- VS-ST ind #2903
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Asselta & Company Basic Profit Sharing Plan in the asset neighbourhood
Asselta & Company multi-year asset trail
Sponsor-wide plan assets over time
All Asselta & Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $682K 43.96047006741801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $473K |
| 2023 | 1 | 1 | $576K |
| 2024 | 1 | 1 | $682K |
Asselta & Company filing trail (2023)
| Total Assets (Beginning of Year) | $473K |
|---|---|
| Net Assets (End of Year) | $576K |
| Net Income | $102K |
| Employer EIN | 364299347 |
| Plan Effective Date | 1999-12-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Asselta & Company Basic Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is M.D. Meyer Inc. Retirement Plan in IN ($576K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($576K here).
- M.D. Meyer Inc. Retirement Plan (IN) $576K · 4
- 401(k) Total Advantage Fbo Kahoots, Inc. (AZ) $576K · 133
- Fissell & Fissell PC Profit Sharing Plan (AZ) $575K · 1
- Eagle Horn Holdings Inc. Retirement Plan (MD) $576K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.