Profit Sharing · DOL Form 5500 · 2023
Santa Rita Steel & Hardware Company Profit Sharing Plan
Data updated 2026-08-25
- $878K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $125,460
- Avg per participant Near avg balance/head
Official DOL plan name: Santa Rita Steel & Hardware Company Profit Sharing Plan · Sponsored by Santa Rita Steel & Hardware Company · Arizona · Wholesale Trade
$878K in assets, 7 participants
Santa Rita Steel & Hardware Company's Santa Rita Steel & Hardware Company Profit Sharing Plan reported $878K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #773 in Wholesale Trade (6,309 peers)
What the 2023 filing shows
Santa Rita Steel & Hardware Company Profit Sharing Plan holds $878K for 7 participants - about $125,460 per participant, among the smaller plans by assets on file.
- #773
- in Wholesale Trade (6,309 peers)
- +4.8%
- assets growth YoY
Santa Rita Steel & Hardware Company Profit Sharing Plan among the smaller filed plans by assets
Santa Rita Steel & Hardware Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$878,219 23rd percentile higher than 23% 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
Santa Rita Steel & Hardware Company 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. Santa Rita Steel & Hardware Company Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Rita Steel & Hardware Company Profit Sharing Plan reported net income rose from $19K in the plan year 2022 filing to $40K in the plan year 2023 filing.
- Santa Rita Steel & Hardware Company Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Santa Rita Steel & Hardware Company Profit Sharing Plan end-of-year assets rose from $838K in the plan year 2022 filing to $878K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860400312 · Santa Rita Steel & Hardware Company PY 2023 · Profit Sharing
Santa Rita Steel & Hardware Company Profit Sharing Plan · $878K · 7 · 23rd
- EOY $878K
- 5500 7
- ASSETS 23rd
- PCT Profit Sharing
- EIN near Caratini-Flores Retirement Plan
- RANK ind #773
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 Wholesale Trade retirement plans → · Plans in Arizona →
Santa Rita Steel & Hardware Company Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $838K |
|---|---|
| Net Assets (End of Year) | $878K |
| Net Income | $40K |
| Employer EIN | 860400312 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Rita Steel & Hardware Company)
Sponsor-wide plan assets over time
All Santa Rita Steel & Hardware Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $865K 3.170637420537197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $838K |
| 2023 | 1 | 7 | $878K |
| 2024 | 1 | 16 | $865K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
- Marana Health Center, Inc. 403b Plan $28M · 725
- Center for Biological Diversity 403(b) DC Plan $26M · 180
Santa Rita Steel & Hardware Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Caratini-Flores Retirement Plan in PR ($878K); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($878K here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.