Profit Sharing · DOL Form 5500 · 2023

Statera Fitness Inc. Profit Sharing Plan

Data updated 2026-08-25

$244K
Total assets Small plan by assets
2
Participants Small participant base
12th
Percentile by assets National rank
$121,817
Avg per participant Near avg balance/head
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Official DOL plan name: Statera Fitness Inc. Retirement Plan · Sponsored by Statera Fitness Inc. · California · Arts, Entertainment & Recreation

$244K in assets, 2 participants

Statera Fitness Inc.'s Statera Fitness Inc. Retirement Plan reported $244K 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.

  • #881 in Arts, Entertainment & Recreation (2,945 peers)

Statera Fitness Inc. multi-year trail

Statera Fitness Inc.'s plans moved +557.2% in assets from 2022 to 2024; this filing shows Statera Fitness Inc. Retirement Plan at $244K / 2 participants.

#881
in Arts, Entertainment & Recreation (2,945 peers)
+305.8%
assets growth YoY

Statera Fitness Inc. Retirement Plan among the smaller filed plans by assets

Statera Fitness Inc. Retirement Plan vs every filed plan by assets

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

$243,634 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

Statera Fitness 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. Statera Fitness 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

  • Statera Fitness Inc. Retirement Plan reported net income rose from -$34K in the plan year 2022 filing to $184K in the plan year 2023 filing.
  • Statera Fitness Inc. Retirement Plan end-of-year assets rose from $60K in the plan year 2022 filing to $244K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 862821985 · Statera Fitness Inc. PY 2023 · Profit Sharing

Statera Fitness Inc. Retirement Plan · $244K · 2 · 12th

  • SCH $244K
  • SCH 2
  • SCH 12th
  • SCH Profit Sharing
  • SCH near A.D. Potts & Associates, Inc. Profit Sharing Plan
  • SCH ind #881

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 Arts, Entertainment & Recreation retirement plans → · Plans in California →

Statera Fitness Inc. Retirement Plan in the asset neighbourhood

Statera Fitness Inc. Retirement PlanStatera Fitness Inc. Retirem…$244KA.D. Potts & Associates, Inc. Profit Sharing PlanA.D. Potts & Associates, Inc…$244KScruffy Company Retirement PlanScruffy Company Retirement P…$244KLaw Offices of N David Durant &associates PA Profit Sharing PlanLaw Offices of N David Duran…$243KCreating Legacy Enterprises, Inc. Retirement PlanCreating Legacy Enterprises,…$244K
End-of-year total assets ($M) among Statera Fitness Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Statera Fitness Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Statera Fitness Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$395K 557.2001998667555% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.06M $0.39M ▲ +550.0%
Year Plans Participants Total Assets
2022 1 2 $60K
2023 1 2 $244K
2024 1 3 $395K

Statera Fitness Inc. filing trail (2023)

Total Assets (Beginning of Year)$60K
Net Assets (End of Year)$244K
Net Income$184K
Employer EIN862821985
Plan Effective Date2021-03-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Statera Fitness Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Statera Fitness Inc. Retirement Plan, Total assets ($B): 0.000243634 · Participants: 2Statera Fitness Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Statera Fitness Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Statera Fitness Inc. Retirement Plan side-by-side with 3 peers →

Statera Fitness Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is A.D. Potts & Associates, Inc. Profit Sharing Plan in VA ($244K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Statera Fitness Inc. Retirement Plan assets move in 2023? ▼
Statera Fitness Inc. Retirement Plan surged - up 305.8% during 2023, from $60K to $244K. Reported net income was $184K.
How have Statera Fitness Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Statera Fitness Inc.'s sponsor-wide assets grew 557.2%, from $60K to $395K.
Where does Statera Fitness Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Statera Fitness 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 Statera Fitness Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A.D. Potts & Associates, Inc. Profit Sharing Plan in VA ($244K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Statera Fitness 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 862821985.

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.