Profit Sharing · DOL Form 5500 · 2024
Sager & Sager Associates Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $3.6M
- Avg per participant High balance/head
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.
- #12,684 in Professional & Technical Services (20,173 peers)
2024 asset change
Sager & Sager Associates Profit Sharing Plan pulled back noticeably 12.0% in 2024 ($17M → $15M) for 4 participants.
- #12,684
- in Professional & Technical Services (20,173 peers)
- -12.0%
- assets change YoY
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.
Sager & Sager Associates Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Sager & Sager Associates Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,574,356 Top 36% higher than 64% 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
Sager & Sager Associates 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. Sager & Sager Associates Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
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.
DOL schedule card
Filing strip 231715816 · Sager & Sager Associates PY 2024 · Profit Sharing
Sager & Sager Associates Profit Sharing Plan · $15M · 4 · 64th
- TYPE $15M
- NET 4
- BOOK 64th
- VS-ST Profit Sharing
- BOY near First Palmetto Bank Retirement Plan
- SCH ind #12684
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Sager & Sager Associates Profit Sharing Plan in the asset neighbourhood
Sager & Sager Associates years around the 2024 move
Sponsor-wide plan assets over time
All Sager & Sager Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 2.175627298439767% vs 2022
- 2024 filing year
| 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.
- 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
Sager & Sager Associates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is First Palmetto Bank Retirement Plan in SC ($15M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- First Palmetto Bank Retirement Plan (SC) $15M · 157
- Local 743 Severance and Retirement Plan (IL) $15M · 2,931
- Bricklayers and Stonemasons Local 5 Annuity Fund (NJ) $15M · 74
- Gagnon Securities LLC Profit Sharing Plan (NY) $15M · 20
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.