Profit Sharing · DOL Form 5500 · 2023

Howard V. Sloan Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$523,919
Avg per participant High balance/head
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Official DOL plan name: Howard V. Sloan Profit Sharing Plan · Sponsored by Howard V. Sloan · Virginia · Finance & Insurance

$2M in assets, 3 participants

Howard V. Sloan's Howard V. Sloan Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,651 in Finance & Insurance (8,869 peers)

Howard V. Sloan multi-year trail

Howard V. Sloan's plans moved +43.5% in assets from 2022 to 2024; this filing shows Howard V. Sloan Profit Sharing Plan at $2M / 3 participants.

#1,651
in Finance & Insurance (8,869 peers)
+23.8%
assets growth YoY

Howard V. Sloan Profit Sharing Plan among the smaller filed plans by assets

Howard V. Sloan Profit Sharing Plan vs every filed plan by assets

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

$1,571,758 28th percentile higher than 28% 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

Howard V. Sloan 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. Howard V. Sloan Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Howard V. Sloan Profit Sharing Plan reported net income rose from -$152K in the plan year 2022 filing to $302K in the plan year 2023 filing.
  • Howard V. Sloan Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Howard V. Sloan Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541727228 · Howard V. Sloan PY 2023 · Profit Sharing

Howard V. Sloan Profit Sharing Plan · $2M · 3 · 28th

  • EBSA $2M
  • EBSA 3
  • EBSA 28th
  • EBSA Profit Sharing
  • EBSA near Health Screening, Inc. Profit Sharing Plan
  • EBSA ind #1651

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 Finance & Insurance retirement plans → · Plans in Virginia →

Howard V. Sloan Profit Sharing Plan in the asset neighbourhood

Howard V. Sloan Profit Sharing PlanHoward V. Sloan Profit Shari…$2MHealth Screening, Inc. Profit Sharing PlanHealth Screening, Inc. Profi…$2MPark Farming Organics 401(k) PlanPark Farming Organics 401(k)…$2MAlberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$2MAlberto Ortiz Carrasquillo Money PurchaseAlberto Ortiz Carrasquillo M…$2M
End-of-year total assets ($M) among Howard V. Sloan Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Howard V. Sloan multi-year asset trail

Sponsor-wide plan assets over time

All Howard V. Sloan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.518460181451616% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.27M $1.82M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 3 $2M
2024 1 3 $2M

Howard V. Sloan filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$302K
Employer EIN541727228
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Howard V. Sloan Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Howard V. Sloan Profit Sharing Plan, Total assets ($B): 0.001571758 · Participants: 3Howard V. Sloan Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Howard V. Sloan Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Howard V. Sloan Profit Sharing Plan side-by-side with 3 peers →

Howard V. Sloan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Health Screening, Inc. Profit Sharing Plan in NC ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Howard V. Sloan Profit Sharing Plan assets move in 2023? ▼
Howard V. Sloan Profit Sharing Plan grew sharply - up 23.8% during 2023, from $1M to $2M. Reported net income was $302K.
How have Howard V. Sloan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Howard V. Sloan's sponsor-wide assets grew 43.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Howard V. Sloan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Health Screening, Inc. Profit Sharing Plan in NC ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Howard V. Sloan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 541727228.

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.