Profit Sharing · DOL Form 5500 · 2023

Sturgis Consulting, Inc. Profit Sharing Plan

Data updated 2026-08-25

$732K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$366,161
Avg per participant High balance/head
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Official DOL plan name: Sturgis Consulting, Inc. Profit Sharing Plan · Sponsored by Sturgis Consulting, Inc. · Ohio · Professional & Technical Services

$732K in assets, 2 participants

Sturgis Consulting, Inc.'s Sturgis Consulting, Inc. Profit Sharing Plan reported $732K in total assets and 2 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.

  • #3,275 in Professional & Technical Services (20,321 peers)

Sturgis Consulting, Inc. multi-year trail

Sturgis Consulting, Inc.'s plans moved -21.8% in assets from 2022 to 2024; this filing shows Sturgis Consulting, Inc. Profit Sharing Plan at $732K / 2 participants.

#3,275
in Professional & Technical Services (20,321 peers)
-26.9%
assets change YoY

The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sturgis Consulting, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sturgis Consulting, Inc. Profit Sharing Plan vs every filed plan by assets

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

$732,321 21st percentile higher than 21% 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

Sturgis Consulting, Inc. Profit Sharing 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. Sturgis Consulting, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sturgis Consulting, Inc. Profit Sharing Plan reported net income fell from $364K in the plan year 2022 filing to -$270K in the plan year 2023 filing.
  • Sturgis Consulting, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $732K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264621682 · Sturgis Consulting, Inc. PY 2023 · Profit Sharing

Sturgis Consulting, Inc. Profit Sharing Plan · $732K · 2 · 21st

  • EBSA $732K
  • EBSA 2
  • EBSA 21st
  • EBSA Profit Sharing
  • EBSA near Mountain Residentail Appraisals Inc. Profit Sharing
  • EBSA ind #3275

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 Ohio →

Sturgis Consulting, Inc. Profit Sharing Plan in the asset neighbourhood

Sturgis Consulting, Inc. Profit Sharing PlanSturgis Consulting, Inc. Pro…$732KMountain Residentail Appraisals Inc. Profit SharingMountain Residentail Apprais…$732KNet Enterprises Inc. Retirement PlanNet Enterprises Inc. Retirem…$733KJ&m Harris Investments, Inc. Retirement PlanJ&m Harris Investments, Inc.…$732KRms Productions Inc Profit Sharing PlanRms Productions Inc Profit S…$733K
End-of-year total assets ($M) among Sturgis Consulting, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sturgis Consulting, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sturgis Consulting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$783K 21.813396728065342% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $1M $0.78M ▼ -22.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $732K
2024 1 3 $783K

Sturgis Consulting, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$732K
Net Income-$270K
Employer EIN264621682
Plan Effective Date2009-04-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Sturgis Consulting, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Sturgis Consulting, Inc. Profit Sharing Plan, Total assets ($B): 0.000732321 · Participants: 2Sturgis Consulting, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Sturgis Consulting, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sturgis Consulting, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sturgis Consulting, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Mountain Residentail Appraisals Inc. Profit Sharing in IL ($732K); 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 Sturgis Consulting, Inc. Profit Sharing Plan assets move in 2023? ▼
Sturgis Consulting, Inc. Profit Sharing Plan declined sharply - down 26.9% during 2023, from $1M to $732K. Reported net income was -$270K.
How have Sturgis Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sturgis Consulting, Inc.'s sponsor-wide assets declined 21.8%, from $1M to $783K.
Where does Sturgis Consulting, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sturgis Consulting, Inc. Profit Sharing 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 Sturgis Consulting, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mountain Residentail Appraisals Inc. Profit Sharing in IL ($732K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sturgis Consulting, Inc. Profit Sharing 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 264621682.

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.