Profit Sharing · DOL Form 5500 · 2023

Robert R. Serpe, PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

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Official DOL plan name: Robert R. Serpe, PC Profit Sharing Plan · Sponsored by Robert R. Serpe, PC · Massachusetts · Professional & Technical Services

$1M in assets, N/A participants

Robert R. Serpe, PC's Robert R. Serpe, PC Profit Sharing Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#4,647 in Professional & Technical Services (20,321 peers)

Robert R. Serpe, PC multi-year trail

Robert R. Serpe, PC's plans moved -76.6% in assets from 2022 to 2024; this filing shows Robert R. Serpe, PC Profit Sharing Plan at $1M / N/A participants.

#4,647
in Professional & Technical Services (20,321 peers): +113.8%
assets growth YoY

Robert R. Serpe, PC Profit Sharing Plan among the smaller filed plans by assets

Robert R. Serpe, PC Profit Sharing Plan vs every filed plan by assets

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

$1,494,348 27th percentile higher than 27% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Robert R. Serpe, PC Profit Sharing Plan reported net income rose from -$12K in the plan year 2022 filing to $795K in the plan year 2023 filing.
Robert R. Serpe, PC Profit Sharing Plan end-of-year assets rose from $699K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112504448 · Robert R. Serpe, PC PY 2023 · Profit Sharing

Robert R. Serpe, PC Profit Sharing Plan · $1M · N/A · 27th

EBSA $1M
EBSA N/A
EBSA 27th
EBSA Profit Sharing
EBSA near Hector I. Maldonado Lopez Retirement Plan
EBSA ind #4647

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Robert R. Serpe, PC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert R. Serpe, PC multi-year asset trail

Latest sponsor-wide plan assets: $164K 76.56496576983884% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$699K
2023	3	N/A	$3M
2024	1	N/A	$164K

Robert R. Serpe, PC filing trail (2023)

Total Assets (Beginning of Year)	$699K
Net Assets (End of Year)	$1M
Net Income	$795K
Employer EIN	112504448
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Robert R. Serpe, PC Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868

Compare Robert R. Serpe, PC Profit Sharing Plan side-by-side with 3 peers →

Robert R. Serpe, PC Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside Massachusetts, the nearest Profit Sharing by end-of-year assets is Hector I. Maldonado Lopez Retirement Plan in PR at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Hector I. Maldonado Lopez Retirement Plan (PR) $1M · 3
Elmwood Supply Profit Sharing and Trust (IL) $1M · 6
Fmc Puerto Rico Savings and Investment Plan (TX) $1M · N/A
Susan H. Sheets Dds Profit Sharing Plan (MO) $1M · 1

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 Robert R. Serpe, PC Profit Sharing Plan assets move in 2023? ▼

Robert R. Serpe, PC Profit Sharing Plan surged - up 113.8% during 2023, from $699K to $1M. Reported net income was $795K.

How have Robert R. Serpe, PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Robert R. Serpe, PC's sponsor-wide assets declined 76.6%, from $699K to $164K.

Which Profit Sharing plans are similar in size to Robert R. Serpe, PC Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Hector I. Maldonado Lopez Retirement Plan in PR ($1M, 3 participants).

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 112504448.