401(k) · DOL Form 5500 · 2024

Storage Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
734
Participants Near avg headcount
49th
Percentile by assets National rank
$10,130
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Storage Asset Management, LLC 401(k) Profit Sharing Plan · Sponsored by Storage Asset Management, LLC · Pennsylvania · Real Estate

$7M in assets, 734 participants

Storage Asset Management, LLC's Storage Asset Management, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 734 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,159 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Storage Asset Management, LLC 401(k) Profit Sharing Plan ranks #3,159 of 4,605 2024 filers by assets (349% of the sector average)-$7M for 734 participants.

#3,159
in Real Estate (4,605 peers)
+31.4%
assets growth YoY

Storage Asset Management, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Storage Asset Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,435,173 49th percentile higher than 49% 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

Storage Asset Management, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Storage Asset Management, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (734 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Storage Asset Management, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Storage Asset Management, LLC 401(k) Profit Sharing Plan reported participants rose from 604 in the plan year 2023 filing to 734 in the plan year 2024 filing.
  • Storage Asset Management, LLC 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272449301 · Storage Asset Management, LLC PY 2024 · 401(k)

Storage Asset Management, LLC 401(k) Profit Sharing Plan · $7M · 734 · 49th

  • EIN $7M
  • EIN 734
  • EIN 49th
  • EIN 401(k)
  • EIN near Banner Oak Capital Partners, LP Retirement Plan
  • EIN ind #3159

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 Pennsylvania →

Storage Asset Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Storage Asset Management, LLC 401(k) Profit Sharing PlanStorage Asset Management, LL…$7MValley Buick Gmc & Rv 401(k) Profit Sharing Plan & TrustValley Buick Gmc & Rv 401(k)…$7MBanner Oak Capital Partners, LP Retirement PlanBanner Oak Capital Partners,…$7MHomer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$7MThe Cynosure Group 401(k) PlanThe Cynosure Group 401(k) Pl…$7M
End-of-year total assets ($M) among Storage Asset Management, LLC 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)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN272449301
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Storage Asset Management, LLC)

Sponsor-wide plan assets over time

All Storage Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 80.67217232152143% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $4.12M $7.44M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 508 $4M
2023 1 604 $6M
2024 1 734 $7M

Nearby 401(k) Plans in Pennsylvania

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

Storage Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Storage Asset Management, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007435173 · Participants: 734Storage Asset Management, LLC 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Storage Asset Management, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Storage Asset Management, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Storage Asset Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Banner Oak Capital Partners, LP Retirement Plan in TX ($7M); by covered participants it is Air 401(k) Retirement Plan in CO (734 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (734 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 Storage Asset Management, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Storage Asset Management, LLC 401(k) Profit Sharing Plan surged - up 31.4% during 2024, from $6M to $7M. Reported net income was $2M.
How have Storage Asset Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Storage Asset Management, LLC's sponsor-wide assets grew 80.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Storage Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Banner Oak Capital Partners, LP Retirement Plan in TX ($7M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Storage Asset Management, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air 401(k) Retirement Plan in CO (734 participants, $114M 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 272449301.

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.