Profit Sharing · DOL Form 5500 · 2024
Serra Bros. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $412,783
- Avg per participant High balance/head
Official DOL plan name: Serra Bros. Inc. Employees Retirement Profit Sharing Trust · Sponsored by Serra Bros. Inc. · Michigan · Wholesale Trade
$5M in assets, 11 participants
Serra Bros. Inc.'s Serra Bros. Inc. Employees Retirement Profit Sharing Trust reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #1,836 in Wholesale Trade (6,080 peers)
Serra Bros. Inc. multi-year trail
Serra Bros. Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Serra Bros. Inc. Employees Retirement Profit Sharing Trust at $5M / 11 participants.
- #1,836
- in Wholesale Trade (6,080 peers)
- +10.6%
- assets growth YoY
Serra Bros. Inc. Employees Retirement Profit Sharing Trust's mid-pack asset rank among Wholesale Trade and all filers
Serra Bros. Inc. Employees Retirement Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,540,615 40th percentile higher than 40% 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
Serra Bros. Inc. Employees Retirement Profit Sharing 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. Serra Bros. Inc. Employees Retirement Profit Sharing Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Serra Bros. Inc. Employees Retirement Profit Sharing Trust reported net income fell from $760K in the plan year 2023 filing to $436K in the plan year 2024 filing.
- Serra Bros. Inc. Employees Retirement Profit Sharing Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 381970432 · Serra Bros. Inc. PY 2024 · Profit Sharing
Serra Bros. Inc. Employees Retirement Profit Sharing Trust · $5M · 11 · 40th
- PART $5M
- TYPE 11
- NET 40th
- BOOK Profit Sharing
- VS-ST near Kraynak's Inc Profit Sharing Plan
- BOY ind #1836
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 Wholesale Trade retirement plans → · Plans in Michigan →
Serra Bros. Inc. Employees Retirement Profit Sharing Trust in the asset neighbourhood
Serra Bros. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Serra Bros. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 35.744890375436256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $3M |
| 2023 | 1 | 11 | $4M |
| 2024 | 1 | 11 | $5M |
Serra Bros. Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $436K |
| Employer EIN | 381970432 |
| Plan Effective Date | 1977-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
Serra Bros. Inc. Employees Retirement Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Kraynak's Inc Profit Sharing Plan in PA ($5M); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Kraynak's Inc Profit Sharing Plan (PA) $5M · 72
- Co-Op 401(k) Plan (MT) $5M · 103
- James L Hewitt Md Profit Sharing Plan (NJ) $5M · 3
- Csd 403(b) Plan (TX) $5M · 333
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Capital Craftsmen, Inc. Profit Sharing Plan (NY) 11 · 0 off
- 5forhim Inc. Retirement Plan (SC) 11 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 11 · 0 off
- The Roberson Company Retirement Plan (TX) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.