Profit Sharing · DOL Form 5500 · 2023
Saved by Grace, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $775K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $387,337
- Avg per participant High balance/head
Official DOL plan name: Saved by Grace, Inc. Profit Sharing Plan & Trust · Sponsored by Saved by Grace, Inc. · Pennsylvania · Retail Trade
$775K in assets, 2 participants
Saved by Grace, Inc.'s Saved by Grace, Inc. Profit Sharing Plan & Trust reported $775K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #2,824 in Retail Trade (8,414 peers)
2023 asset change
Saved by Grace, Inc. Profit Sharing Plan & Trust contracted severely 81.7% in 2023 ($4M → $775K) for 2 participants.
- #2,824
- in Retail Trade (8,414 peers)
- -81.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Saved by Grace, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets
Saved by Grace, Inc. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$774,673 22nd percentile higher than 22% 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
Saved by Grace, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saved by Grace, Inc. Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saved by Grace, Inc. Profit Sharing Plan & Trust reported net income fell from -$392K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Saved by Grace, Inc. Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2022 filing to $775K in the plan year 2023 filing.
- Saved by Grace, Inc. Profit Sharing Plan & Trust reported participants fell from 8 in the plan year 2022 filing to 2 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 203611241 · Saved by Grace, Inc. PY 2023 · Profit Sharing
Saved by Grace, Inc. Profit Sharing Plan & Trust · $775K · 2 · 22nd
- 5500 $775K
- 5500 2
- 5500 22nd
- 5500 Profit Sharing
- 5500 near Scott Lew Enterprises Inc. Retirement Plan
- 5500 ind #2824
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 Retail Trade retirement plans → · Plans in Pennsylvania →
Saved by Grace, Inc. Profit Sharing Plan & Trust in the asset neighbourhood
Saved by Grace, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Saved by Grace, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 2 | $775K |
| 2024 | 1 | 2 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $775K |
| Net Income | -$3M |
| Employer EIN | 203611241 |
| Plan Effective Date | 2005-10-11 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Saved by Grace, Inc. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Scott Lew Enterprises Inc. Retirement Plan in NY ($775K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($775K here).
- Scott Lew Enterprises Inc. Retirement Plan (NY) $775K · 7
- Stonemor Gp LLC 1165e Retirement Plan (FL) $774K · 119
- Jd Cooper Logistics Inc. Retirement Plan (WA) $774K · 2
- Budd Logistics, Inc. Retirement Plan (CA) $775K · 1
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.