Defined Benefit (Pension) · DOL Form 5500 · 2023
Sharpe & Associates, Inc. Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $2.7M
- Avg per participant High balance/head
Official DOL plan name: Sharpe & Associates, Inc. Defined Benefit Plan · Sponsored by Sharpe & Associates, Inc. · Arizona · Real Estate
$5M in assets, 2 participants
Sharpe & Associates, Inc.'s Sharpe & Associates, Inc. Defined Benefit Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #3,084 in Real Estate (4,727 peers)
Sharpe & Associates, Inc. multi-year trail
Sharpe & Associates, Inc.'s plans moved +13.4% in assets from 2022 to 2024; this filing shows Sharpe & Associates, Inc. Defined Benefit Plan at $5M / 2 participants.
- #3,084
- in Real Estate (4,727 peers)
- +0.2%
- assets growth YoY
Sharpe & Associates, Inc. Defined Benefit Plan's mid-pack asset rank among Real Estate and all filers
Sharpe & Associates, Inc. Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,394,609 46th percentile higher than 46% 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
Sharpe & Associates, Inc. Defined Benefit 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. Sharpe & Associates, Inc. Defined Benefit Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sharpe & Associates, Inc. Defined Benefit Plan reported net income rose from -$514K in the plan year 2022 filing to $9K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860657491 · Sharpe & Associates, Inc. PY 2023 · Defined Benefit (Pension)
Sharpe & Associates, Inc. Defined Benefit Plan · $5M · 2 · 46th
- IND $5M
- EOY 2
- 5500 46th
- ASSETS Defined Benefit (Pension)
- PCT near Loparex Inc. Cullman Union Retirement Plan
- EIN ind #3084
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 Arizona →
Sharpe & Associates, Inc. Defined Benefit Plan in the asset neighbourhood
Sharpe & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sharpe & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 13.398322002054986% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $8M |
| 2023 | 2 | 4 | $8M |
| 2024 | 2 | 4 | $9M |
Sharpe & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $9K |
| Employer EIN | 860657491 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Sharpe & Associates, Inc. Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Loparex Inc. Cullman Union Retirement Plan in NC ($5M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Loparex Inc. Cullman Union Retirement Plan (NC) $5M · N/A
- National Farmers Union Uniform Pension Plan (NE) $5M · 5
- Crestline Pension Plan (OH) $5M · N/A
- Hanesbrands Inc. Pension Plan (NC) $5M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 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.