Profit Sharing · DOL Form 5500 · 2023

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
52
Participants Small participant base
24th
Percentile by assets National rank
$20,607
Avg per participant Low balance/head
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Official DOL plan name: Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust · Sponsored by Sierra Vista Ace Hardware, Inc. · Arizona · Retail Trade

$1M in assets, 52 participants

Sierra Vista Ace Hardware, Inc.'s Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust reported $1M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,083 in Retail Trade (8,414 peers)

What the 2023 filing shows

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust holds $1M for 52 participants - about $20,607 per participant, among the smaller plans by assets on file.

#3,083
in Retail Trade (8,414 peers)
+6.6%
assets growth YoY

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,071,567 24th percentile higher than 24% 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

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust reported net income rose from -$45K in the plan year 2022 filing to $66K in the plan year 2023 filing.
  • Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust reported participants rose from 40 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & 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 860414572 · Sierra Vista Ace Hardware, Inc. PY 2023 · Profit Sharing

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust · $1M · 52 · 24th

  • PART $1M
  • TYPE 52
  • NET 24th
  • BOOK Profit Sharing
  • VS-ST near O'shea Inc Profit Sharing Plan
  • BOY ind #3083

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 Retail Trade retirement plans → · Plans in Arizona →

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & TrustSierra Vista Ace Hardware, I…$1MO'shea Inc Profit Sharing PlanO'shea Inc Profit Sharing Pl…$1MNext Chapter, Inc. Retirement PlanNext Chapter, Inc. Retiremen…$1MGrady Crawford Construction Co. Profit Sharing PlanGrady Crawford Construction …$1MScarlet and Black Investments Inc. Pension Transfer Trust PlanScarlet and Black Investment…$1M
End-of-year total assets ($M) among Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$66K
Employer EIN860414572
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sierra Vista Ace Hardware, Inc.)

Sponsor-wide plan assets over time

All Sierra Vista Ace Hardware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.612761689858343% vs 2022
2023 filing year
$1M$1.02M$1.04M$1.06M$1.08M 20222023 $1.01M $1.07M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 40 $1M
2023 1 52 $1M

Nearby Profit Sharing Plans in Arizona

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

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -200204060 Total assets ($M) Participants Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust, Total assets ($M): 1.071567 · Participants: 52Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & TrustKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 54.542696 · Participants: 543Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 43.771636 · Participants: 1680Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 38.178869 · Participants: 26M R Sheet Metal Mfg Inc Profit Sharing Plan TrustMarana Health Center, Inc. 403b Plan, Total assets ($M): 27.609373 · Participants: 725Marana Health Center, Inc. 403b PlanCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 25.74938 · Participants: 180Center for Biological Diversity 403(b) DC Plan
Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is O'shea Inc Profit Sharing Plan in MO ($1M); by covered participants it is Erb Industries, Inc Profit Sharing Plan in GA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust assets move in 2023?
Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust grew at a solid clip - up 6.6% during 2023, from $1M to $1M. Reported net income was $66K.
How have Sierra Vista Ace Hardware, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Sierra Vista Ace Hardware, Inc.'s sponsor-wide assets grew 6.6%, from $1M to $1M.
Where does Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust ranks in the 24th 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 Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by assets is O'shea Inc Profit Sharing Plan in MO ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sierra Vista Ace Hardware, Inc. Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Erb Industries, Inc Profit Sharing Plan in GA (52 participants, N/A in assets).