401(k) · DOL Form 5500 · 2023

Storage Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
604
Participants Below avg headcount
47th
Percentile by assets National rank
$9,370
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Storage Asset Management, LLC 401(k) Profit Sharing Plan · Sponsored by Storage Asset Management, LLC · Pennsylvania · Real Estate

$6M in assets, 604 participants

Storage Asset Management, LLC's Storage Asset Management, LLC 401(k) Profit Sharing Plan reported $6M in total assets and 604 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,134 in Real Estate (4,727 peers)

Storage Asset Management, LLC multi-year trail

Storage Asset Management, LLC's plans moved +80.7% in assets from 2022 to 2024; this filing shows Storage Asset Management, LLC 401(k) Profit Sharing Plan at $6M / 604 participants.

#3,134
in Real Estate (4,727 peers)
+37.5%
assets growth YoY

Storage Asset Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Storage Asset Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,659,179 47th percentile higher than 47% 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

Storage Asset Management, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Storage Asset Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (604 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Storage Asset Management, LLC 401(k) Profit Sharing Plan reported net income rose from -$265K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Storage Asset Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Storage Asset Management, LLC 401(k) Profit Sharing Plan reported participants rose from 508 in the plan year 2022 filing to 604 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272449301 · Storage Asset Management, LLC PY 2023 · 401(k)

Storage Asset Management, LLC 401(k) Profit Sharing Plan · $6M · 604 · 47th

  • BOOK $6M
  • BOOK 604
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near Gtm Wholesale Liquidators, Inc. 401(k) Plan
  • BOOK ind #3134

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 Real Estate retirement plans → · Plans in Pennsylvania →

Storage Asset Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Storage Asset Management, LLC 401(k) Profit Sharing PlanStorage Asset Management, LL…$6MGtm Wholesale Liquidators, Inc. 401(k) PlanGtm Wholesale Liquidators, I…$6MLiscio's Italian Bakery 401(k) PlanLiscio's Italian Bakery 401(…$6MHello Heart 401(k) Plan$6MProvest LLC 401(k) Plan$6M
End-of-year total assets ($M) among Storage Asset Management, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Storage Asset Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Storage Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 80.67217232152143% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.12M $7.44M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 508 $4M
2023 1 604 $6M
2024 1 734 $7M

Storage Asset Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN272449301
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Storage Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Storage Asset Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.005659179 · Participants: 604Storage Asset Management, LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Storage Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Storage Asset Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Storage Asset Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Gtm Wholesale Liquidators, Inc. 401(k) Plan in CA ($6M); by covered participants it is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (604 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 Storage Asset Management, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Storage Asset Management, LLC 401(k) Profit Sharing Plan surged - up 37.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Storage Asset Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storage Asset Management, LLC's sponsor-wide assets grew 80.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Storage Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gtm Wholesale Liquidators, Inc. 401(k) Plan in CA ($6M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Storage Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J.D. Heiskell Holdings, LLC 401(k) Plan in CA (604 participants, $64M 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 272449301.

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.