Profit Sharing · DOL Form 5500 · 2023

Robert R. Serpe, PC Profit Sharing Plan

Data updated 2026-08-25

$929K
Total assets Small plan by assets: N/A
Participants Small participant base: 23rd
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

$929K in assets, N/A participants

Robert R. Serpe, PC's Robert R. Serpe, PC Profit Sharng Plan reported $929K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

#3,668 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 $929K / N/A participants.

#3,668
in Professional & Technical Services (20,321 peers): +4.8%
assets growth YoY

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

$928,783 23rd percentile higher than 23% 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 rose from -$12K in the plan year 2022 filing to $42K in the plan year 2023 filing.
Robert R. Serpe, PC Profit Sharng Plan end-of-year assets rose from $699K in the plan year 2022 filing to $929K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112504448 · Robert R. Serpe, PC PY 2023 · Profit Sharing

Robert R. Serpe, PC Profit Sharng Plan · $929K · N/A · 23rd

PHOTO $929K
PHOTO N/A
PHOTO 23rd
PHOTO Profit Sharing
PHOTO near Dbpsm Inc. Retirement Plan
PHOTO ind #3668

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)	$887K
Net Assets (End of Year)	$929K
Net Income	$42K
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 Dbpsm Inc. Retirement Plan in OH at $929K (this filing: $929K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($929K here).

Dbpsm Inc. Retirement Plan (OH) $929K · 4
David C. Niebergall, D.D.S., Inc. Profit Sharing Plan (CA) $929K · 4
Hodges Hanei Corporation Retirement Plan (AZ) $929K · 12
Roberto Osawa, D.V.M., a Professional Corporation, Cross-Tested 401(k) Profit Sharing Plan (CA) $929K · 9

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 edged up modestly - up 4.8% during 2023, from $887K to $929K. Reported net income was $42K.

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 23rd 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 Dbpsm Inc. Retirement Plan in OH ($929K, 4 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.