Profit Sharing · DOL Form 5500 · 2023

Sgs II, Inc. Profit Sharing Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$124,104
Avg per participant Near avg balance/head
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Official DOL plan name: Sgs II, Inc. Retirement Plan · Sponsored by Sgs II, Inc. · North Carolina · Other Services

$248K in assets, 2 participants

Sgs II, Inc.'s Sgs II, Inc. Retirement Plan reported $248K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #2,077 in Other Services (7,857 peers)

Sgs II, Inc. multi-year trail

Sgs II, Inc.'s plans moved +36.9% in assets from 2022 to 2024; this filing shows Sgs II, Inc. Retirement Plan at $248K / 2 participants.

#2,077
in Other Services (7,857 peers)
+33.5%
assets growth YoY

Sgs II, Inc. Retirement Plan among the smaller filed plans by assets

Sgs II, Inc. Retirement Plan vs every filed plan by assets

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

$248,207 12th percentile higher than 12% 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

Sgs II, Inc. Retirement 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. Sgs II, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sgs II, Inc. Retirement Plan reported net income rose from -$40K in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • Sgs II, Inc. Retirement Plan end-of-year assets rose from $186K in the plan year 2022 filing to $248K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 833771129 · Sgs II, Inc. PY 2023 · Profit Sharing

Sgs II, Inc. Retirement Plan · $248K · 2 · 12th

  • EOY $248K
  • 5500 2
  • ASSETS 12th
  • PCT Profit Sharing
  • EIN near Voltage Vapin' Inc Retirement Plan
  • RANK ind #2077

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 Other Services retirement plans → · Plans in North Carolina →

Sgs II, Inc. Retirement Plan in the asset neighbourhood

Sgs II, Inc. Retirement Plan$248KVoltage Vapin' Inc Retirement PlanVoltage Vapin' Inc Retiremen…$248KBev's Homes Inc. Retirement PlanBev's Homes Inc. Retirement …$248KRegal Chemical Company Employees' Amended Profit Sharing PlanRegal Chemical Company Emplo…$248KA. Alvarado-Arce Retirement PlanA. Alvarado-Arce Retirement …$248K
End-of-year total assets ($M) among Sgs II, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sgs II, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sgs II, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$255K 36.92338310598563% vs 2022
2024 filing year
$0.18M$0.2M$0.22M$0.24M$0.26M 202220232024 $0.19M $0.25M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 2 $186K
2023 1 2 $248K
2024 1 2 $255K

Sgs II, Inc. filing trail (2023)

Total Assets (Beginning of Year)$186K
Net Assets (End of Year)$248K
Net Income$62K
Employer EIN833771129
Plan Effective Date2020-01-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Sgs II, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Sgs II, Inc. Retirement Plan, Total assets ($B): 0.000248207 · Participants: 2Sgs II, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Sgs II, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Sgs II, Inc. Retirement Plan side-by-side with 3 peers →

Sgs II, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Voltage Vapin' Inc Retirement Plan in VA ($248K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($248K here).

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.

Frequently Asked Questions

How did Sgs II, Inc. Retirement Plan assets move in 2023? ▼
Sgs II, Inc. Retirement Plan surged - up 33.5% during 2023, from $186K to $248K. Reported net income was $62K.
How have Sgs II, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sgs II, Inc.'s sponsor-wide assets grew 36.9%, from $186K to $255K.
Where does Sgs II, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sgs II, Inc. Retirement Plan ranks in the 12th 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 Sgs II, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Voltage Vapin' Inc Retirement Plan in VA ($248K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Sgs II, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 833771129.

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.