Profit Sharing · DOL Form 5500 · 2024

Sgs Healthgroup, Inc. Profit Sharing Plan

Data updated 2026-08-25

$160K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$53,196
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sgs Healthgroup, Inc. Retirement Plan · Sponsored by Sgs Healthgroup, Inc. · Arizona · Professional & Technical Services

$160K in assets, 3 participants

Sgs Healthgroup, Inc.'s Sgs Healthgroup, Inc. Retirement Plan reported $160K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,458 in Professional & Technical Services (20,173 peers)

Sgs Healthgroup, Inc. multi-year trail

Sgs Healthgroup, Inc.'s plans moved +103.6% in assets from 2022 to 2024; this filing shows Sgs Healthgroup, Inc. Retirement Plan at $160K / 3 participants.

#1,458
in Professional & Technical Services (20,173 peers)
+149.9%
assets growth YoY

Sgs Healthgroup, Inc. Retirement Plan among the smaller filed plans by assets

Sgs Healthgroup, Inc. Retirement Plan vs every filed plan by assets

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

$159,587 9th percentile higher than 9% 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

Sgs Healthgroup, Inc. Retirement 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. Sgs Healthgroup, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sgs Healthgroup, Inc. Retirement Plan reported net income rose from -$15K in the plan year 2023 filing to $96K in the plan year 2024 filing.
  • Sgs Healthgroup, Inc. Retirement Plan end-of-year assets rose from $64K in the plan year 2023 filing to $160K in the plan year 2024 filing.
  • Sgs Healthgroup, Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850489431 · Sgs Healthgroup, Inc. PY 2024 · Profit Sharing

Sgs Healthgroup, Inc. Retirement Plan · $160K · 3 · 9th

  • PHOTO $160K
  • PHOTO 3
  • PHOTO 9th
  • PHOTO Profit Sharing
  • PHOTO near Mked Enterprises, Inc. Profit Sharing Plan
  • PHOTO ind #1458

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 Arizona →

Sgs Healthgroup, Inc. Retirement Plan in the asset neighbourhood

Sgs Healthgroup, Inc. Retirement PlanSgs Healthgroup, Inc. Retire…$160KMked Enterprises, Inc. Profit Sharing PlanMked Enterprises, Inc. Profi…$160KNv Zephyr, Inc. Profit Sharing PlanNv Zephyr, Inc. Profit Shari…$160KRicky's Bubbles and Sweets Inc. Retirement PlanRicky's Bubbles and Sweets I…$160KJh-Lavender Inc. Retirement PlanJh-Lavender Inc. Retirement …$159K
End-of-year total assets ($M) among Sgs Healthgroup, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Sgs Healthgroup, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sgs Healthgroup, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$160K 103.57042630813582% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.08M $0.16M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 2 $78K
2023 1 2 $64K
2024 1 3 $160K

Sgs Healthgroup, Inc. filing trail (2024)

Total Assets (Beginning of Year)$64K
Net Assets (End of Year)$160K
Net Income$96K
Employer EIN850489431
Plan Effective Date2020-03-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Sgs Healthgroup, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -20020406080 Total assets ($M) Participants Sgs Healthgroup, Inc. Retirement Plan, Total assets ($M): 0.159587 · Participants: 3Sgs Healthgroup, Inc. Retirement PlanPreferred Employer Plan II, Total assets ($M): 75.769033 · Participants: 415Preferred Employer Plan IIKitchell Affiliates Employees' Profit Sharing Plan, Total assets ($M): 66.376951 · Participants: 557Kitchell Affiliates Employees' Profit Sharing PlanFood & Beverage Workers Union Local 23 & Employers Pension Plan, Total assets ($M): 49.870633 · Participants: 5107Food & Beverage Workers Union Local 23 & Employers Pension PlanM R Sheet Metal Mfg Inc Profit Sharing Plan Trust, Total assets ($M): 49.19255 · Participants: 25M R Sheet Metal Mfg Inc Profit Sharing Plan TrustCenter for Biological Diversity 403(b) DC Plan, Total assets ($M): 33.775352 · Participants: 187Center for Biological Diversity 403(b) DC Plan
Sgs Healthgroup, Inc. Retirement Plan vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Sgs Healthgroup, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Mked Enterprises, Inc. Profit Sharing Plan in WI ($160K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($160K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Sgs Healthgroup, Inc. Retirement Plan assets move in 2024?
Sgs Healthgroup, Inc. Retirement Plan surged - up 149.9% during 2024, from $64K to $160K. Reported net income was $96K.
How have Sgs Healthgroup, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sgs Healthgroup, Inc.'s sponsor-wide assets grew 103.6%, from $78K to $160K.
Where does Sgs Healthgroup, Inc. Retirement Plan rank by assets among Form 5500 filers?
Sgs Healthgroup, Inc. Retirement Plan ranks in the 9th 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 Sgs Healthgroup, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Mked Enterprises, Inc. Profit Sharing Plan in WI ($160K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Sgs Healthgroup, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).