Profit Sharing · DOL Form 5500 · 2023

Saratoga Corporate Management Group, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
95
Participants Small participant base
32nd
Percentile by assets National rank
$23,789
Avg per participant Low balance/head
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Official DOL plan name: Saratoga Homes Profit Sharing Plan & Trust · Sponsored by Saratoga Corporate Management Group, LLC · Texas · Construction

$2M in assets, 95 participants

Saratoga Corporate Management Group, LLC's Saratoga Homes Profit Sharing Plan & Trust reported $2M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,671 in Construction (9,030 peers)

Saratoga Corporate Management Group, LLC multi-year trail

Saratoga Corporate Management Group, LLC's plans moved +18.5% in assets from 2022 to 2024; this filing shows Saratoga Homes Profit Sharing Plan & Trust at $2M / 95 participants.

#2,671
in Construction (9,030 peers)
+15.0%
assets growth YoY

Saratoga Homes Profit Sharing Plan & Trust among the smaller filed plans by assets

Saratoga Homes Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,259,983 32nd percentile higher than 32% 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

Saratoga Homes 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. Saratoga Homes Profit Sharing Plan & Trust is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saratoga Homes Profit Sharing Plan & Trust reported net income rose from -$31K in the plan year 2022 filing to $295K in the plan year 2023 filing.
  • Saratoga Homes Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Saratoga Homes Profit Sharing Plan & Trust reported participants fell from 97 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208527129 · Saratoga Corporate Management Group, LLC PY 2023 · Profit Sharing

Saratoga Homes Profit Sharing Plan & Trust · $2M · 95 · 32nd

  • BOOK $2M
  • BOOK 95
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near Haley's Pond Manufacturing, Inc. Profit Sharing Plan
  • BOOK ind #2671

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 Construction retirement plans → · Plans in Texas →

Saratoga Homes Profit Sharing Plan & Trust in the asset neighbourhood

Saratoga Homes Profit Sharing Plan & TrustSaratoga Homes Profit Sharin…$2MHaley's Pond Manufacturing, Inc. Profit Sharing PlanHaley's Pond Manufacturing, …$2MMartin Cement Company 401(k) and Profit Sharing TrustMartin Cement Company 401(k)…$2MCal-State Auto Parts, Inc. Profit Sharing Plan and TrustCal-State Auto Parts, Inc. P…$2MArdis & Lehn Profit Sharing PlanArdis & Lehn Profit Sharing …$2M
End-of-year total assets ($M) among Saratoga Homes Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Saratoga Corporate Management Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Saratoga Corporate Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.472023631061425% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.96M $2.33M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 95 $2M
2024 1 100 $2M

Saratoga Corporate Management Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$295K
Employer EIN208527129
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Saratoga Homes Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Saratoga Homes Profit Sharing Plan & Trust, Total assets ($B): 0.002259983 · Participants: 95Saratoga Homes Profit Sharing Plan & TrustSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Saratoga Homes Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Saratoga Homes Profit Sharing Plan & Trust side-by-side with 3 peers →

Saratoga Homes Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Haley's Pond Manufacturing, Inc. Profit Sharing Plan in NH ($2M); by covered participants it is Waconia Manufacturing, Inc. Employee Stock in MN (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Saratoga Homes Profit Sharing Plan & Trust assets move in 2023? ▼
Saratoga Homes Profit Sharing Plan & Trust grew sharply - up 15.0% during 2023, from $2M to $2M. Reported net income was $295K.
How have Saratoga Corporate Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saratoga Corporate Management Group, LLC's sponsor-wide assets grew 18.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Saratoga Homes Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Haley's Pond Manufacturing, Inc. Profit Sharing Plan in NH ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Saratoga Homes Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Waconia Manufacturing, Inc. Employee Stock in MN (95 participants, N/A 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 208527129.

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.