401(k) · DOL Form 5500 · 2024

Sharpe & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
35th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Sharpe & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Sharpe & Associates, Inc. · Arizona · Real Estate

$3M in assets, 2 participants

Sharpe & Associates, Inc.'s Sharpe & Associates, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,549 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Sharpe & Associates, Inc. 401(k) Profit Sharing Plan ranks #2,549 of 4,605 2024 filers by assets (779% of the sector average)-$3M for 2 participants.

#2,549
in Real Estate (4,605 peers)
+14.5%
assets growth YoY

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,333,409 35th percentile higher than 35% 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

Sharpe & Associates, Inc. 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. Sharpe & Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sharpe & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $533K in the plan year 2023 filing to $423K in the plan year 2024 filing.
  • Sharpe & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860657491 · Sharpe & Associates, Inc. PY 2024 · 401(k)

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan · $3M · 2 · 35th

  • ASSETS $3M
  • ASSETS 2
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near Booknook 401(k) Plan
  • ASSETS ind #2549

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 Arizona →

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sharpe & Associates, Inc. 401(k) Profit Sharing PlanSharpe & Associates, Inc. 40…$3MBooknook 401(k) Plan$3MGads Hill Center 403(b) Plan$3MArt Metalcraft Plating Co., Inc. 401(k) Profit Sharing PlanArt Metalcraft Plating Co., …$3MThe Retirement Benefits Plan$3M
End-of-year total assets ($M) among Sharpe & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$423K
Employer EIN860657491
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharpe & Associates, Inc.)

Sponsor-wide plan assets over time

All Sharpe & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.398322002054986% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.76M $8.8M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 4 $8M
2023 2 4 $8M
2024 2 4 $9M

Nearby 401(k) Plans in Arizona

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

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sharpe & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003333409 · Participants: 2Sharpe & Associates, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Sharpe & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sharpe & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sharpe & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Booknook 401(k) Plan in CA ($3M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sharpe & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sharpe & Associates, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $3M to $3M. Reported net income was $423K.
How have Sharpe & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharpe & Associates, Inc.'s sponsor-wide assets grew 13.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Sharpe & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Booknook 401(k) Plan in CA ($3M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Sharpe & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 860657491.

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.