Profit Sharing · DOL Form 5500 · 2024
Services with a Purpose Inc Profit Sharing Plan
Data updated 2026-08-25
- $540K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $179,986
- Avg per participant Above avg balance/head
Official DOL plan name: Services with a Purpose Inc Retirement Plan · Sponsored by Services with a Purpose Inc · Pennsylvania · Healthcare & Social Assistance
$540K in assets, 3 participants
Services with a Purpose Inc's Services with a Purpose Inc Retirement Plan reported $540K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,296 in Healthcare & Social Assistance (16,916 peers)
Services with a Purpose Inc multi-year trail
Services with a Purpose Inc's plans moved +535.2% in assets from 2022 to 2024; this filing shows Services with a Purpose Inc Retirement Plan at $540K / 3 participants.
- #2,296
- in Healthcare & Social Assistance (16,916 peers)
- +0.0%
- assets growth YoY
Services with a Purpose Inc Retirement Plan among the smaller filed plans by assets
Services with a Purpose Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$539,959 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Services with a Purpose Inc Retirement 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. Services with a Purpose Inc Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Services with a Purpose Inc Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Services with a Purpose Inc Retirement Plan reported net income fell from $455K in the plan year 2023 filing to $33 in the plan year 2024 filing.
DOL schedule card
Filing strip 861422429 · Services with a Purpose Inc PY 2024 · Profit Sharing
Services with a Purpose Inc Retirement Plan · $540K · 3 · 18th
- RANK $540K
- RANK 3
- RANK 18th
- RANK Profit Sharing
- RANK near Wko Enterprises Inc Retirement Plan
- RANK ind #2296
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Services with a Purpose Inc Retirement Plan in the asset neighbourhood
Services with a Purpose Inc multi-year asset trail
Sponsor-wide plan assets over time
All Services with a Purpose Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $540K 535.2458823529412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $85K |
| 2023 | 1 | 1 | $540K |
| 2024 | 1 | 3 | $540K |
Services with a Purpose Inc filing trail (2024)
| Total Assets (Beginning of Year) | $540K |
|---|---|
| Net Assets (End of Year) | $540K |
| Net Income | $33 |
| Employer EIN | 861422429 |
| Plan Effective Date | 2021-10-29 |
| 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 $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Services with a Purpose Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Wko Enterprises Inc Retirement Plan in NY ($540K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($540K here).
- Wko Enterprises Inc Retirement Plan (NY) $540K · 1
- Moonlighter Group, Inc. Retirement Plan (TX) $540K · 14
- Area 51 Holdings Inc. Retirement Plan (MO) $540K · 1
- Angul Corp. Profit Sharing Plan (MI) $540K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 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.