Profit Sharing · DOL Form 5500 · 2022

Marshall R. Kopelman, Cpa Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$494,640
Avg per participant High balance/head
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Official DOL plan name: Marshall R. Kopelman, Cpa Profit Sharing Plan · Sponsored by Marshall R. Kopelman, Cpa · New York · Professional & Technical Services

$1M in assets, 3 participants

Marshall R. Kopelman, Cpa's Marshall R. Kopelman, Cpa Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,593 in Professional & Technical Services (21,562 peers)

Marshall R. Kopelman, Cpa multi-year trail

Marshall R. Kopelman, Cpa's plans moved +29.3% in assets from 2022 to 2024; this filing shows Marshall R. Kopelman, Cpa Profit Sharing Plan at $1M / 3 participants.

#5,593
in Professional & Technical Services (21,562 peers)
-17.4%
assets change YoY

The plan reported a net loss of $314K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marshall R. Kopelman, Cpa Profit Sharing Plan among the smaller filed plans by assets

Marshall R. Kopelman, Cpa Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,483,920 30th percentile higher than 30% of 139,123 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 2022

Marshall R. Kopelman, Cpa Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall R. Kopelman, Cpa Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 113037470 · Marshall R. Kopelman, Cpa PY 2022 · Profit Sharing

Marshall R. Kopelman, Cpa Profit Sharing Plan · $1M · 3 · 30th

  • IND $1M
  • EOY 3
  • 5500 30th
  • ASSETS Profit Sharing
  • PCT near Sintegrator, Inc. Profit Sharing Plan
  • EIN ind #5593

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 Professional & Technical Services retirement plans → · Plans in New York →

Marshall R. Kopelman, Cpa Profit Sharing Plan in the asset neighbourhood

Ron Concialdi Dds PC Employees Profit Sharing PlanRon Concialdi Dds PC Employe…$1MMarshall R. Kopelman, Cpa Profit Sharing PlanMarshall R. Kopelman, Cpa Pr…$1MSintegrator, Inc. Profit Sharing PlanSintegrator, Inc. Profit Sha…$1MA. C. Vroman, Inc. Profit Sharing PlanA. C. Vroman, Inc. Profit Sh…$1MMurff & Wang, Md, PA 401(k) PlanMurff & Wang, Md, PA 401(k) …$1M
End-of-year total assets ($M) among Marshall R. Kopelman, Cpa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Marshall R. Kopelman, Cpa multi-year asset trail

Sponsor-wide plan assets over time

All Marshall R. Kopelman, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.323750606501697% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.48M $1.92M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 2 $2M
2024 1 2 $2M

Marshall R. Kopelman, Cpa filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$314K
Employer EIN113037470
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Marshall R. Kopelman, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Marshall R. Kopelman, Cpa Profit Sharing Plan, Total assets ($B): 0.00148392 · Participants: 3Marshall R. Kopelman, Cpa Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Marshall R. Kopelman, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Marshall R. Kopelman, Cpa Profit Sharing Plan side-by-side with 3 peers →

Marshall R. Kopelman, Cpa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Sintegrator, Inc. Profit Sharing Plan in NJ ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marshall R. Kopelman, Cpa Profit Sharing Plan assets move in 2022? ▼
Marshall R. Kopelman, Cpa Profit Sharing Plan declined sharply - down 17.4% during 2022, from $2M to $1M. Reported net income was -$314K.
How have Marshall R. Kopelman, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall R. Kopelman, Cpa's sponsor-wide assets grew 29.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Marshall R. Kopelman, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sintegrator, Inc. Profit Sharing Plan in NJ ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Marshall R. Kopelman, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113037470.

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.