Profit Sharing · DOL Form 5500 · 2023
Soldier on, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $48,281
- Avg per participant Low balance/head
Official DOL plan name: Soldier on 403(b) Plan · Sponsored by Soldier on, Inc. · Massachusetts · Healthcare & Social Assistance
$8M in assets, 156 participants
Soldier on, Inc.'s Soldier on 403(b) Plan reported $8M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,248 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Soldier on 403(b) Plan covers 156 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.
- #10,248
- in Healthcare & Social Assistance (17,684 peers)
- +20.2%
- assets growth YoY
Soldier on 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Soldier on 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,531,889 Top 48% higher than 52% 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
Soldier on 403(b) 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. Soldier on 403(b) Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Soldier on 403(b) Plan reported net income rose from -$603K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Soldier on 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Soldier on 403(b) Plan reported participants rose from 135 in the plan year 2022 filing to 156 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 043240461 · Soldier on, Inc. PY 2023 · Profit Sharing
Soldier on 403(b) Plan · $8M · 156 · 52nd
- TYPE $8M
- NET 156
- BOOK 52nd
- VS-ST Profit Sharing
- BOY near Schaffer Consulting LLC Profit Sharing Plan
- SCH ind #10248
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
Soldier on 403(b) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 043240461 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Soldier on, Inc.)
Sponsor-wide plan assets over time
All Soldier on, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 46.5850135514892% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $6M |
| 2023 | 1 | 156 | $8M |
| 2024 | 1 | 176 | $9M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Soldier on 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Schaffer Consulting LLC Profit Sharing Plan in CT ($8M); by covered participants it is Defined Contribution Plan for Non-Secretarial Staff of Patterson Belknap Webb & Tyler LLP in NY (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 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.