Profit Sharing · DOL Form 5500 · 2024

Saratoga Corporate Management Group, LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
100
Participants Small participant base
31st
Percentile by assets National rank
$23,274
Avg per participant Low balance/head
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Official DOL plan name: Saratoga Homes Profit Sharing Plan & Trust · Sponsored by Saratoga Corporate Management Group, LLC · Texas · Construction

$2M in assets, 100 participants

Saratoga Corporate Management Group, LLC's Saratoga Homes Profit Sharing Plan & Trust reported $2M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,672 in Construction (9,039 peers)

Coverage in Texas

Saratoga Homes Profit Sharing Plan & Trust covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#2,672
in Construction (9,039 peers)
+3.0%
assets growth YoY

Saratoga Homes Profit Sharing Plan & Trust among the smaller filed plans by assets

Saratoga Homes Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,327,422 31st percentile higher than 31% 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

Saratoga Homes Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saratoga Homes Profit Sharing Plan & Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Saratoga Homes Profit Sharing Plan & Trust reported net income fell from $295K in the plan year 2023 filing to $67K in the plan year 2024 filing.
  • Saratoga Homes Profit Sharing Plan & Trust reported participants rose from 95 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Saratoga Homes Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208527129 · Saratoga Corporate Management Group, LLC PY 2024 · Profit Sharing

Saratoga Homes Profit Sharing Plan & Trust · $2M · 100 · 31st

  • BOOK $2M
  • VS-ST 100
  • BOY 31st
  • SCH Profit Sharing
  • EBSA near Fj Torres Md, Psc Retirement Plan
  • PART ind #2672

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 Construction retirement plans → · Plans in Texas →

Saratoga Homes Profit Sharing Plan & Trust in the asset neighbourhood

Saratoga Homes Profit Sharing Plan & TrustSaratoga Homes Profit Sharin…$2MFj Torres Md, Psc Retirement PlanFj Torres Md, Psc Retirement…$2MClinica Oftalmica De La Montana, Csp Retirement PlanClinica Oftalmica De La Mont…$2MCarrera Arquitectos, P. S. C. Retirement Plan Series 91-560Carrera Arquitectos, P. S. C…$2MInterventional Pain Solutions PC Profit Sharing PlanInterventional Pain Solution…$2M
End-of-year total assets ($M) among Saratoga Homes Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$67K
Employer EIN208527129
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saratoga Corporate Management Group, LLC)

Sponsor-wide plan assets over time

All Saratoga Corporate Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.472023631061425% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M 202220232024 $1.96M $2.33M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 95 $2M
2024 1 100 $2M

Nearby Profit Sharing Plans in Texas

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

Saratoga Homes Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Saratoga Homes Profit Sharing Plan & Trust, Total assets ($B): 0.002327422 · Participants: 100Saratoga Homes Profit Sharing Plan & TrustBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Saratoga Homes Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Saratoga Homes Profit Sharing Plan & Trust side-by-side with 3 peers →

Saratoga Homes Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Fj Torres Md, Psc Retirement Plan in PR ($2M); by covered participants it is Savio House Retirement Plan in CO (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Saratoga Homes Profit Sharing Plan & Trust assets move in 2024? ▼
Saratoga Homes Profit Sharing Plan & Trust edged up modestly - up 3.0% during 2024, from $2M to $2M. Reported net income was $67K.
How have Saratoga Corporate Management Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saratoga Corporate Management Group, LLC's sponsor-wide assets grew 18.5%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Saratoga Homes Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Fj Torres Md, Psc Retirement Plan in PR ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Saratoga Homes Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Savio House Retirement Plan in CO (100 participants, $7M in assets).

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 208527129.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.