Profit Sharing · DOL Form 5500 · 2024

Soldier on, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
176
Participants Small participant base
54th
Percentile by assets National rank
$52,188
Avg per participant Low balance/head
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Official DOL plan name: Soldier on 403(b) Plan · Sponsored by Soldier on, Inc. · Massachusetts · Healthcare & Social Assistance

$9M in assets, 176 participants

Soldier on, Inc.'s Soldier on 403(b) Plan reported $9M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,019 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Soldier on 403(b) Plan covers 176 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#10,019
in Healthcare & Social Assistance (16,916 peers)
+22.0%
assets growth YoY

Soldier on 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Soldier on 403(b) Plan vs every filed plan by assets

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

$9,185,165 Top 46% higher than 54% 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

Soldier on 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soldier on 403(b) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soldier on 403(b) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Soldier on 403(b) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Soldier on 403(b) Plan reported participants rose from 156 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043240461 · Soldier on, Inc. PY 2024 · Profit Sharing

Soldier on 403(b) Plan · $9M · 176 · 54th

  • VS-ST $9M
  • VS-ST 176
  • VS-ST 54th
  • VS-ST Profit Sharing
  • VS-ST near Virginia Diodes 401(k) Plan
  • VS-ST ind #10019

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 Massachusetts →

Soldier on 403(b) Plan in the asset neighbourhood

Soldier on 403(b) Plan$9MVirginia Diodes 401(k) Plan$9MHarry M Hobbs Profit Sharing TrustHarry M Hobbs Profit Sharing…$9MMiller, Rosnick, D'amico, De Lucia, P.C. Profit ShMiller, Rosnick, D'amico, De…$9MGuyer, Lindley, Bailey & Martin Cpa PC Profit Sharing PlanGuyer, Lindley, Bailey & Mar…$9M
End-of-year total assets ($M) among Soldier on 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN043240461
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soldier on, Inc.)

Sponsor-wide plan assets over time

All Soldier on, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 46.5850135514892% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.27M $9.19M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 135 $6M
2023 1 156 $8M
2024 1 176 $9M

Nearby Profit Sharing Plans in Massachusetts

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

Soldier on 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Soldier on 403(b) Plan, Total assets ($B): 0.009185165 · Participants: 176Soldier on 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Soldier on 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Soldier on 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Virginia Diodes 401(k) Plan in VA ($9M); by covered participants it is Burr and Burton Academy 403(b)Plan in VT (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 participants); 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 Soldier on 403(b) Plan assets move in 2024?
Soldier on 403(b) Plan grew sharply - up 22.0% during 2024, from $8M to $9M. Reported net income was $2M.
How have Soldier on, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Soldier on, Inc.'s sponsor-wide assets grew 46.6%, from $6M to $9M.
Which Profit Sharing plans are similar in size to Soldier on 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Virginia Diodes 401(k) Plan in VA ($9M, 125 participants).
Which Profit Sharing plans cover a similar participant headcount to Soldier on 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Burr and Burton Academy 403(b)Plan in VT (176 participants, $30M in assets).