Profit Sharing · DOL Form 5500 · 2023

Robert R. Serpe, PC Profit Sharing Plan

Data updated 2026-08-25

$700K
Total assets Small plan by assets: N/A
Participants Small participant base: 21st
Percentile by assets National rank

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

$700K in assets, N/A participants

Robert R. Serpe, PC's Robert R. Serpe, PC Profit Sharng Plan reported $700K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

#3,180 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 Sharng Plan at $700K / N/A participants.

#3,180
in Professional & Technical Services (20,321 peers): -24.6%
assets change YoY

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$700,048 21st percentile higher than 21% 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 Sharng Plan reported net income fell from -$12K in the plan year 2022 filing to -$229K 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 Sharng Plan · $700K · N/A · 21st

EOY $700K
EOY N/A
EOY 21st
EOY Profit Sharing
EOY near Radfam Corporation Retirement Plan
EOY ind #3180

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 Sharng 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)	$929K
Net Assets (End of Year)	$700K
Net Income	-$229K
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 Sharng 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 Sharng Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Profit Sharing by end-of-year assets is Radfam Corporation Retirement Plan in FL at $700K (this filing: $700K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($700K here).

Radfam Corporation Retirement Plan (FL) $700K · 6
Rachlan26, Inc. Retirement Plan (MI) $700K · 2
Northeast Home Solutions Corp. Retirement Plan (NY) $700K · 6
Schwabe and Associates Cpa's PLLC Employees 401(k) Plan Dtd. 01-01-10 (OK) $700K · 3

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 Sharng Plan assets move in 2023? ▼

Robert R. Serpe, PC Profit Sharng Plan declined sharply - down 24.6% during 2023, from $929K to $700K. Reported net income was -$229K.

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.

Where does Robert R. Serpe, PC Profit Sharng Plan rank by assets among Form 5500 filers? ▼

Robert R. Serpe, PC Profit Sharng Plan ranks in the 21st 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 Robert R. Serpe, PC Profit Sharng Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Radfam Corporation Retirement Plan in FL ($700K, 6 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.