Profit Sharing · DOL Form 5500 · 2024
Sager & Sager Associates Profit Sharing Plan
Data updated 2026-07-24
- $15M
- Total assets
- 4
- Participants
- 64th
- Percentile by assets
- $3.6M
- Avg per participant
Official DOL plan name: Sager & Sager Associates Profit Sharing Plan · Sponsored by Sager & Sager Associates · Pennsylvania · Professional & Technical Services
$15M in assets, 4 participants
Sager & Sager Associates's Sager & Sager Associates Profit Sharing Plan reported $15M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- 64th percentile by assets (of 116,472 plans)
2024 asset change
Sager & Sager Associates Profit Sharing Plan pulled back noticeably 12.0% in 2024 ($17M → $15M) for 4 participants.
- $15M
- total plan assets (2024 EOY)
- 4
- covered participants
- 64th
- percentile by assets (of 116,472 plans)
- $3.6M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sager & Sager Associates Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Sager & Sager Associates Profit Sharing Plan end-of-year assets fell from $17M in the plan year 2023 filing to $15M in the plan year 2024 filing.
2024 asset move for Sager & Sager Associates Profit Sharing Plan
Year over year, total assets pulled back noticeably from $17M at the start of 2024 to $15M at year-end (down 12.0%). Net assets closed at $15M; reported net income -$2M.
Sager & Sager Associates years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $14M |
| 2023 | 1 | 4 | $17M |
| 2024 | 1 | 4 | $15M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 231715816 |
| Plan Effective Date | 1968-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Sager & Sager Associates Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
- Steamfitters Local Union No. 420 Srp $728M · 6,716
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sager & Sager Associates Profit Sharing Plan by total assets, not by location.
- First Palmetto Bank Retirement Plan (SC) $15M · 157
- Local 743 Severance and Retirement Plan (IL) $15M · 2,931
- Gagnon Securities LLC Profit Sharing Plan (NY) $15M · 20
- Medinatura, Inc. Retirement Plan (NM) $15M · 31
Frequently Asked Questions
How did Sager & Sager Associates Profit Sharing Plan assets move in 2024? ▼
How have Sager & Sager Associates plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Sager & Sager Associates Profit Sharing Plan? ▼
Next read for Sager & Sager Associates Profit Sharing …
2024 change
Ways to act on Sager & Sager Associates Profit Sharing Plan's numbers.
- By total assets, Sager & Sager Associates Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Sager & Sager Associates's sponsor-wide assets have grown 2.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 231715816.
Read our methodology - how this data is sourced, computed, and verified.