401(k) · DOL Form 5500 · 2024

Michael J. Sarlo, a Sole Proprietor 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
46th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan · Sponsored by Michael J. Sarlo, a Sole Proprietor · California · Real Estate

$6M in assets, 5 participants

Michael J. Sarlo, a Sole Proprietor's Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan reported $6M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,015 in Real Estate (4,605 peers)

Michael J. Sarlo, a Sole Proprietor multi-year trail

Michael J. Sarlo, a Sole Proprietor's plans moved +25.2% in assets from 2022 to 2024; this filing shows Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan at $6M / 5 participants.

#3,015
in Real Estate (4,605 peers)
+12.6%
assets growth YoY

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan vs every filed plan by assets

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

$6,155,188 46th percentile higher than 46% 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

Michael J. Sarlo, a Sole Proprietor 401(k)) 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. Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan reported net income rose from $552K in the plan year 2023 filing to $689K in the plan year 2024 filing.
  • Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 954320789 · Michael J. Sarlo, a Sole Proprietor PY 2024 · 401(k)

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan · $6M · 5 · 46th

  • RANK $6M
  • RANK 5
  • RANK 46th
  • RANK 401(k)
  • RANK near Bill Whitters Construction, Inc. 401(k) Plan
  • RANK ind #3015

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 Real Estate retirement plans → · Plans in California →

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan in the asset neighbourhood

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing PlanMichael J. Sarlo, a Sole Pro…$6MBill Whitters Construction, Inc. 401(k) PlanBill Whitters Construction, …$6MMagnus Title Agency LLC 401(k) Profit Sharing Plan & TrustMagnus Title Agency LLC 401(…$6M401(k) Profit-Sharing Plan for Employees of Northwestern University Settlement Association401(k) Profit-Sharing Plan f…$6MLevitronix Technologies Inc. Retirement Savings PlanLevitronix Technologies Inc.…$6M
End-of-year total assets ($M) among Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michael J. Sarlo, a Sole Proprietor multi-year asset trail

Sponsor-wide plan assets over time

All Michael J. Sarlo, a Sole Proprietor plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.249535034206016% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.91M $6.16M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 6 $5M
2023 1 5 $5M
2024 1 5 $6M

Michael J. Sarlo, a Sole Proprietor filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$689K
Employer EIN954320789
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan, Total assets ($B): 0.006155188 · Participants: 5Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan side-by-side with 3 peers →

Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bill Whitters Construction, Inc. 401(k) Plan in IA ($6M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan assets move in 2024? ▼
Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan grew at a solid clip - up 12.6% during 2024, from $5M to $6M. Reported net income was $689K.
How have Michael J. Sarlo, a Sole Proprietor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael J. Sarlo, a Sole Proprietor's sponsor-wide assets grew 25.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill Whitters Construction, Inc. 401(k) Plan in IA ($6M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Michael J. Sarlo, a Sole Proprietor 401(k)) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 954320789.

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.