Profit Sharing · DOL Form 5500 · 2024

Sateri Home Inc & Subsidiaries Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
12
Participants Small participant base
40th
Percentile by assets National rank
$368,371
Avg per participant High balance/head
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Official DOL plan name: Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan · Sponsored by Sateri Home Inc & Subsidiaries · Ohio · Healthcare & Social Assistance

$4M in assets, 12 participants

Sateri Home Inc & Subsidiaries's Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan reported $4M in total assets and 12 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.

  • #7,129 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan holds $4M for 12 participants - about $368,371 per participant, in the lower half of filed plans by assets.

#7,129
in Healthcare & Social Assistance (16,916 peers)
-1.4%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan vs every filed plan by assets

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

$4,420,447 40th percentile higher than 40% 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

Sateri Homes, Inc. & Subsidiaries 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. Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan reported participants fell from 16 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan reported net income rose from -$83K in the plan year 2023 filing to -$68K in the plan year 2024 filing.
  • Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 341214370 · Sateri Home Inc & Subsidiaries PY 2024 · Profit Sharing

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan · $4M · 12 · 40th

  • PHOTO $4M
  • IND 12
  • EOY 40th
  • 5500 Profit Sharing
  • ASSETS near 403(b) Thrift Plan for Employees of the Arc Eastern Connecticut, Inc.
  • PCT ind #7129

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan in the asset neighbourhood

Alamo Cement Company Salaried Retirement PlanAlamo Cement Company Salarie…$4MSateri Homes, Inc. & Subsidiaries Profit Sharing PlanSateri Homes, Inc. & Subsidi…$4M403(b) Thrift Plan for Employees of the Arc Eastern Connecticut, Inc.403(b) Thrift Plan for Emplo…$4MHugh Rogers & Company Profit Sharing PlanHugh Rogers & Company Profit…$4MKamehemeha Schools 403(b) Retirement Savings PlanKamehemeha Schools 403(b) Re…$4M
End-of-year total assets ($M) among Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$68K
Employer EIN341214370
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sateri Home Inc & Subsidiaries)

Sponsor-wide plan assets over time

All Sateri Home Inc & Subsidiaries plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.136673918264385% vs 2022
2024 filing year
$4.4M$4.45M$4.5M$4.55M$4.6M 202220232024 $4.56M $4.42M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 20 $5M
2023 1 16 $4M
2024 1 12 $4M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan, Total assets ($B): 0.004420447 · Participants: 12Sateri Homes, Inc. & Subsidiaries Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan side-by-side with 3 peers →

Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is 403(b) Thrift Plan for Employees of the Arc Eastern Connecticut, Inc. in CT ($4M); by covered participants it is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan assets move in 2024? ▼
Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan edged down modestly - down 1.4% during 2024, from $4M to $4M. Reported net income was -$68K.
How have Sateri Home Inc & Subsidiaries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sateri Home Inc & Subsidiaries's sponsor-wide assets declined 3.1%, from $5M to $4M.
Which Profit Sharing plans are similar in size to Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of the Arc Eastern Connecticut, Inc. in CT ($4M, 318 participants).
Which Profit Sharing plans cover a similar participant headcount to Sateri Homes, Inc. & Subsidiaries Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hasenfeld-Stein, Inc. Profit Sharing Retirement Plan in NY (12 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 341214370.

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.