Profit Sharing · DOL Form 5500 · 2023

Sbr Family Corp. Profit Sharing Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
6
Participants Small participant base
16th
Percentile by assets National rank
$69,232
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sbr Family Corp. Retirement Plan · Sponsored by Sbr Family Corp. · Connecticut · Other Services

$415K in assets, 6 participants

Sbr Family Corp.'s Sbr Family Corp. Retirement Plan reported $415K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,797 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Sbr Family Corp. Retirement Plan ranks #2,797 of 7,857 2023 filers by assets (4832% of the sector average)-$415K for 6 participants.

#2,797
in Other Services (7,857 peers)
-32.9%
assets change YoY

The plan reported a net loss of $204K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sbr Family Corp. Retirement Plan among the smaller filed plans by assets

Sbr Family Corp. Retirement Plan vs every filed plan by assets

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

$415,393 16th percentile higher than 16% 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

Sbr Family Corp. 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. Sbr Family Corp. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sbr Family Corp. Retirement Plan reported net income fell from $164K in the plan year 2022 filing to -$204K in the plan year 2023 filing.
  • Sbr Family Corp. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Sbr Family Corp. Retirement Plan end-of-year assets fell from $619K in the plan year 2022 filing to $415K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 833917702 · Sbr Family Corp. PY 2023 · Profit Sharing

Sbr Family Corp. Retirement Plan · $415K · 6 · 16th

  • EBSA $415K
  • PART 6
  • TYPE 16th
  • NET Profit Sharing
  • BOOK near Larry Younggren & Sons, Inc. Employee's Profit Sharing Plan
  • VS-ST ind #2797

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 Other Services retirement plans → · Plans in Connecticut →

Sbr Family Corp. Retirement Plan in the asset neighbourhood

Sbr Family Corp. Retirement PlanSbr Family Corp. Retirement …$415KLarry Younggren & Sons, Inc. Employee's Profit Sharing PlanLarry Younggren & Sons, Inc.…$415KS and K Manning Incorporated Retirement PlanS and K Manning Incorporated…$416KLiberty Signs Inc. Retirement PlanLiberty Signs Inc. Retiremen…$416KCemetery Management and Consulting Inc. Retirement PlanCemetery Management and Cons…$415K
End-of-year total assets ($M) among Sbr Family Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$619K
Net Assets (End of Year)$415K
Net Income-$204K
Employer EIN833917702
Plan Effective Date2019-03-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Sbr Family Corp.)

Sponsor-wide plan assets over time

All Sbr Family Corp. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.62M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $619K
2023 1 6 $415K
2024 1 6 N/A

Nearby Profit Sharing Plans in Connecticut

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

Sbr Family Corp. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Sbr Family Corp. Retirement Plan, Total assets ($B): 0.000415393 · Participants: 6Sbr Family Corp. Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Sbr Family Corp. Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Sbr Family Corp. Retirement Plan side-by-side with 3 peers →

Sbr Family Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Larry Younggren & Sons, Inc. Employee's Profit Sharing Plan in MN ($415K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Sbr Family Corp. Retirement Plan assets move in 2023? ▼
Sbr Family Corp. Retirement Plan contracted severely - down 32.9% during 2023, from $619K to $415K. Reported net income was -$204K.
Where does Sbr Family Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Sbr Family Corp. Retirement Plan ranks in the 16th 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 Sbr Family Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Larry Younggren & Sons, Inc. Employee's Profit Sharing Plan in MN ($415K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sbr Family Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 833917702.

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.