Profit Sharing · DOL Form 5500 · 2024
Santa Rita Steel & Hardware Company Profit Sharing Plan
Data updated 2026-08-25
- $865K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $54,044
- Avg per participant Low balance/head
Official DOL plan name: Santa Rita Steel & Hardware Company Profit Sharing Plan · Sponsored by Santa Rita Steel & Hardware Company · Arizona · Wholesale Trade
$865K in assets, 16 participants
Santa Rita Steel & Hardware Company's Santa Rita Steel & Hardware Company Profit Sharing Plan reported $865K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #719 in Wholesale Trade (6,080 peers)
What the 2024 filing shows
Santa Rita Steel & Hardware Company Profit Sharing Plan holds $865K for 16 participants - about $54,044 per participant, among the smaller plans by assets on file.
- #719
- in Wholesale Trade (6,080 peers)
- -1.5%
- assets change YoY
The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Rita Steel & Hardware Company Profit Sharing Plan among the smaller filed plans by assets
Santa Rita Steel & Hardware Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$864,702 22nd percentile higher than 22% 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
Santa Rita Steel & Hardware Company Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Rita Steel & Hardware Company Profit Sharing Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Santa Rita Steel & Hardware Company Profit Sharing Plan reported net income fell from $40K in the plan year 2023 filing to -$14K in the plan year 2024 filing.
- Santa Rita Steel & Hardware Company Profit Sharing Plan reported participants rose from 7 in the plan year 2023 filing to 16 in the plan year 2024 filing.
- Santa Rita Steel & Hardware Company Profit Sharing Plan end-of-year assets fell from $878K in the plan year 2023 filing to $865K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 860400312 · Santa Rita Steel & Hardware Company PY 2024 · Profit Sharing
Santa Rita Steel & Hardware Company Profit Sharing Plan · $865K · 16 · 22nd
- PHOTO $865K
- PHOTO 16
- PHOTO 22nd
- PHOTO Profit Sharing
- PHOTO near Ghia Construction Co Profit Sharing Plan & Trust
- PHOTO ind #719
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 Arizona →
Santa Rita Steel & Hardware Company Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $878K |
|---|---|
| Net Assets (End of Year) | $865K |
| Net Income | -$14K |
| Employer EIN | 860400312 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Santa Rita Steel & Hardware Company)
Sponsor-wide plan assets over time
All Santa Rita Steel & Hardware Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $865K 3.170637420537197% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $838K |
| 2023 | 1 | 7 | $878K |
| 2024 | 1 | 16 | $865K |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Preferred Employer Plan II $76M · 415
- Kitchell Affiliates Employees' Profit Sharing Plan $66M · 557
- Food & Beverage Workers Union Local 23 & Employers Pension Plan $50M · 5,107
- M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $49M · 25
- Center for Biological Diversity 403(b) DC Plan $34M · 187
Santa Rita Steel & Hardware Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Ghia Construction Co Profit Sharing Plan & Trust in NJ ($865K); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($865K here).
Similar participant headcount
Nearest other-state filings by covered participants (16 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.