Profit Sharing · DOL Form 5500 · 2024

Sperling Realtors, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Sperling Realtors, Inc. Profit Sharing Plan · Sponsored by Sperling Realtors, Inc. · Utah · Real Estate

$1M in assets, 1 participants

Sperling Realtors, Inc.'s Sperling Realtors, Inc. Profit Sharing Plan reported $1M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,919 in Real Estate (4,605 peers)

What the 2024 filing shows

Sperling Realtors, Inc. Profit Sharing Plan holds $1M for 1 participant - about $1.2M per participant, among the smaller plans by assets on file.

#1,919
in Real Estate (4,605 peers)
-4.4%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sperling Realtors, Inc. Profit Sharing Plan among the smaller filed plans by assets

Sperling Realtors, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,179,083 24th percentile higher than 24% 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

Sperling Realtors, 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. Sperling Realtors, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sperling Realtors, Inc. Profit Sharing Plan reported net income fell from -$6K in the plan year 2023 filing to -$55K in the plan year 2024 filing.
  • Sperling Realtors, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870301815 · Sperling Realtors, Inc. PY 2024 · Profit Sharing

Sperling Realtors, Inc. Profit Sharing Plan · $1M · 1 · 24th

  • BOY $1M
  • BOY 1
  • BOY 24th
  • BOY Profit Sharing
  • BOY near Southwestern Radiology Services P. S. C. Ret. Plan
  • BOY ind #1919

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 Real Estate retirement plans → · Plans in Utah →

Sperling Realtors, Inc. Profit Sharing Plan in the asset neighbourhood

Sperling Realtors, Inc. Profit Sharing PlanSperling Realtors, Inc. Prof…$1MSouthwestern Radiology Services P. S. C. Ret. PlanSouthwestern Radiology Servi…$1MEmba Inc. Profit Sharing Plan$1MBalblair Retirement Plan$1MNelson Rarities Inc. Revised & Restated Profit Sharing Plan & TrustNelson Rarities Inc. Revised…$1M
End-of-year total assets ($M) among Sperling Realtors, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$55K
Employer EIN870301815
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sperling Realtors, Inc.)

Sponsor-wide plan assets over time

All Sperling Realtors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.916648656669236% vs 2022
2024 filing year
$1.16M$1.18M$1.2M$1.22M$1.24M$1.26M 202220232024 $1.24M $1.18M ▼ -4.8%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $1M

Nearby Profit Sharing Plans in Utah

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

Sperling Realtors, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600 Total assets ($M) Participants Sperling Realtors, Inc. Profit Sharing Plan, Total assets ($M): 1.179083 · Participants: 1Sperling Realtors, Inc. Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 532.710602 · Participants: 8497Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan, Total assets ($M): 350.341971 · Participants: 2569Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 160.407409 · Participants: 285Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 119.332855 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 107.19573 · Participants: 648Campbell Scientific Profit Sharing Plan
Sperling Realtors, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Sperling Realtors, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sperling Realtors, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Southwestern Radiology Services P. S. C. Ret. Plan in PR ($1M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sperling Realtors, Inc. Profit Sharing Plan assets move in 2024? ▼
Sperling Realtors, Inc. Profit Sharing Plan edged down modestly - down 4.4% during 2024, from $1M to $1M. Reported net income was -$55K.
How have Sperling Realtors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sperling Realtors, Inc.'s sponsor-wide assets declined 4.9%, from $1M to $1M.
Where does Sperling Realtors, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sperling Realtors, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sperling Realtors, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southwestern Radiology Services P. S. C. Ret. Plan in PR ($1M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Sperling Realtors, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 870301815.

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.