Profit Sharing · DOL Form 5500 · 2023
Sateri Home Inc & Subsidiaries Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $280,293
- Avg per participant High balance/head
Official DOL plan name: Sateri Home Inc & Subsidiaries · Sponsored by Sateri Home Inc & Subsidiaries · Ohio · Healthcare & Social Assistance
$4M in assets, 16 participants
Sateri Home Inc & Subsidiaries's Sateri Home Inc & Subsidiaries reported $4M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,083 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Sateri Home Inc & Subsidiaries holds $4M for 16 participants - about $280,293 per participant, in the lower half of filed plans by assets.
- #8,083
- in Healthcare & Social Assistance (17,684 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $83K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sateri Home Inc & Subsidiaries's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sateri Home Inc & Subsidiaries vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,484,694 42nd percentile higher than 42% 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
Sateri Home Inc & Subsidiaries among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sateri Home Inc & Subsidiaries is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sateri Home Inc & Subsidiaries reported net income fell from $172K in the plan year 2022 filing to -$83K in the plan year 2023 filing.
- Sateri Home Inc & Subsidiaries reported participants fell from 20 in the plan year 2022 filing to 16 in the plan year 2023 filing.
- Sateri Home Inc & Subsidiaries end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341214370 · Sateri Home Inc & Subsidiaries PY 2023 · Profit Sharing
Sateri Home Inc & Subsidiaries · $4M · 16 · 42nd
- NET $4M
- BOOK 16
- VS-ST 42nd
- BOY Profit Sharing
- SCH near Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan
- EBSA ind #8083
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 Ohio →
Sateri Home Inc & Subsidiaries in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$83K |
| Employer EIN | 341214370 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sateri Home Inc & Subsidiaries)
Sponsor-wide plan assets over time
All Sateri Home Inc & Subsidiaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.136673918264385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20 | $5M |
| 2023 | 1 | 16 | $4M |
| 2024 | 1 | 12 | $4M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Sateri Home Inc & Subsidiaries's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan in MS ($4M); by covered participants it is Harris & Hart, Inc. Employees' Profit Sharing Plan in UT (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- Harris & Hart, Inc. Employees' Profit Sharing Plan (UT) 16 · 0 off
- Jaxson Maximus Inc. Retirement Plan (FL) 16 · 0 off
- Texo Enterprises, Inc. Retirement Plan (KY) 16 · 0 off
- First Coast Kids, Inc. Retirement Plan (FL) 16 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.