Profit Sharing · DOL Form 5500 · 2024

Asset Strategies International Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
27th
Percentile by assets National rank
$179,363
Avg per participant Above avg balance/head
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Official DOL plan name: Asset Strategies Int'l, Inc Profit Sharing Plan · Sponsored by Asset Strategies International Inc · Maryland · Finance & Insurance

$2M in assets, 9 participants

Asset Strategies International Inc's Asset Strategies Int'l, Inc Profit Sharing Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,435 in Finance & Insurance (8,549 peers)

Asset Strategies International Inc multi-year trail

Asset Strategies International Inc's plans moved +19.3% in assets from 2022 to 2024; this filing shows Asset Strategies Int'l, Inc Profit Sharing Plan at $2M / 9 participants.

#1,435
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY

Asset Strategies Int'l, Inc Profit Sharing Plan among the smaller filed plans by assets

Asset Strategies Int'l, Inc Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,614,263 27th percentile higher than 27% of 123,620 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 2024

Asset Strategies Int'l, Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asset Strategies Int'l, Inc Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asset Strategies Int'l, Inc Profit Sharing Plan reported net income rose from $81K in the plan year 2023 filing to $180K in the plan year 2024 filing.
  • Asset Strategies Int'l, Inc Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Asset Strategies Int'l, Inc Profit Sharing Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521548051 · Asset Strategies International Inc PY 2024 · Profit Sharing

Asset Strategies Int'l, Inc Profit Sharing Plan · $2M · 9 · 27th

  • TYPE $2M
  • TYPE 9
  • TYPE 27th
  • TYPE Profit Sharing
  • TYPE near J. Jimenez Perez Retirement Plan
  • TYPE ind #1435

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 Finance & Insurance retirement plans → · Plans in Maryland →

Asset Strategies Int'l, Inc Profit Sharing Plan in the asset neighbourhood

Asset Strategies Int'l, Inc Profit Sharing PlanAsset Strategies Int'l, Inc …$2MJ. Jimenez Perez Retirement PlanJ. Jimenez Perez Retirement …$2MVictor Manuel Ruiz Velazquez Retirement PlanVictor Manuel Ruiz Velazquez…$2MGonzalez Trading Retirement PlanGonzalez Trading Retirement …$2MC.T. Radiology Complex Retirement PlanC.T. Radiology Complex Retir…$2M
End-of-year total assets ($M) among Asset Strategies Int'l, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Asset Strategies International Inc multi-year asset trail

Sponsor-wide plan assets over time

All Asset Strategies International Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 19.321104050417148% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.35M $1.61M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 8 $1M
2024 1 9 $2M

Asset Strategies International Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$180K
Employer EIN521548051
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Asset Strategies Int'l, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Asset Strategies Int'l, Inc Profit Sharing Plan, Total assets ($B): 0.001614263 · Participants: 9Asset Strategies Int'l, Inc Profit Sharing PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 3.329766186 · Participants: 28393Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.965106048 · Participants: 2745Nfl Player Annuity ProgramUniversity of Maryland Medical System 403(b) Retirement Savings Plan, Total assets ($B): 0.730469763 · Participants: 19560University of Maryland Medical System 403(b) Retirement Savings PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.706794055 · Participants: 2693Nfl Player Capital Accumulation PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.64371577 · Participants: 10721International Painters and Allied Trades Industry Annuity Plan
Asset Strategies Int'l, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Asset Strategies Int'l, Inc Profit Sharing Plan side-by-side with 3 peers →

Asset Strategies Int'l, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is J. Jimenez Perez Retirement Plan in PR ($2M); by covered participants it is Loberg & Loberg Profit Sharing Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Asset Strategies Int'l, Inc Profit Sharing Plan assets move in 2024? ▼
Asset Strategies Int'l, Inc Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $1M to $2M. Reported net income was $180K.
How have Asset Strategies International Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asset Strategies International Inc's sponsor-wide assets grew 19.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Asset Strategies Int'l, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J. Jimenez Perez Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Asset Strategies Int'l, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Loberg & Loberg Profit Sharing Plan in WI (9 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521548051.

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.