401(k)
2023 plan-year 401(k) DOL Form 5500

SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SALLUS RETIREMENT LLC

This 401(k) plan holds $1M in total assets and serves 236 participants as of 2023. It is sponsored by SALLUS RETIREMENT LLC in Pennsylvania. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$1M
Participants
236
State
Industry
Professional & Technical Services

What the Filing Says About SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN

SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN is a 401(k) retirement plan sponsored by SALLUS RETIREMENT LLC, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 236 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 850609152, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $282K at the beginning of 2023 to $1M at year-end — a gain of 372.1%. Net assets (after liabilities) closed the year at $1M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$282K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$1M
Plan Type401(k)
Employer EIN850609152
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (SALLUS RETIREMENT LLC)

Year Plans Participants Total Assets
2022 1 190 $282K
2023 2 236 $1M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN?
As of the 2023 Form 5500 filing, SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN holds $1M in total assets with 236 participants. It is sponsored by SALLUS RETIREMENT LLC.
What type of plan is SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN?
SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 850609152.
Who sponsors the SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN?
SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN is sponsored by SALLUS RETIREMENT LLC, located in Pennsylvania. The sponsor's EIN is 850609152 and the plan operates in the Professional & Technical Services industry.
How did SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN perform in 2023?
SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN grew by 372.1% during 2023, moving from $282K to $1M in total assets. Net income was $1M.
Where can I find official filings for SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN?
Official Form 5500 filings for SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850609152 or plan name at efast.dol.gov.
How does SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN compare to other plans?
You can compare SALLUS RETIREMENT LLC POOLED EMPLOYER PLAN against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 850609152.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.