Profit Sharing · DOL Form 5500 · 2024
Howard V. Sloan Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $607,447
- Avg per participant High balance/head
Official DOL plan name: Howard V. Sloan Profit Sharing Plan · Sponsored by Howard V. Sloan · Virginia · Finance & Insurance
$2M in assets, 3 participants
Howard V. Sloan's Howard V. Sloan Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,512 in Finance & Insurance (8,549 peers)
Howard V. Sloan multi-year trail
Howard V. Sloan's plans moved +43.5% in assets from 2022 to 2024; this filing shows Howard V. Sloan Profit Sharing Plan at $2M / 3 participants.
- #1,512
- in Finance & Insurance (8,549 peers)
- +15.9%
- assets growth YoY
Howard V. Sloan Profit Sharing Plan among the smaller filed plans by assets
Howard V. Sloan Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,822,340 28th percentile higher than 28% 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
Howard V. Sloan 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. Howard V. Sloan Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Howard V. Sloan Profit Sharing Plan reported net income fell from $302K in the plan year 2023 filing to $251K in the plan year 2024 filing.
- Howard V. Sloan Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 541727228 · Howard V. Sloan PY 2024 · Profit Sharing
Howard V. Sloan Profit Sharing Plan · $2M · 3 · 28th
- EOY $2M
- EOY 3
- EOY 28th
- EOY Profit Sharing
- EOY near Helvick, Inc. Profit Sharing Plan
- EOY ind #1512
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 Finance & Insurance retirement plans → · Plans in Virginia →
Howard V. Sloan Profit Sharing Plan in the asset neighbourhood
Howard V. Sloan multi-year asset trail
Sponsor-wide plan assets over time
All Howard V. Sloan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 43.518460181451616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Howard V. Sloan filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $251K |
| Employer EIN | 541727228 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
Howard V. Sloan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Helvick, Inc. Profit Sharing Plan in GA ($2M); 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 ($2M 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.