Profit Sharing · DOL Form 5500 · 2022

Roy H. Reeve Agency, Inc. Profit Sharing Plan

Data updated 2026-08-11

$6M
Total assets
27
Participants
55th
Percentile by assets
$233,289
Avg per participant
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Official DOL plan name: Roy H. Reeve Agency, Inc. Profit Sharing Plan · Sponsored by Roy H. Reeve Agency, Inc. · New York · Finance & Insurance

$6M in assets, 27 participants

Roy H. Reeve Agency, Inc.'s Roy H. Reeve Agency, Inc. Profit Sharing Plan reported $6M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • 55th percentile by assets (of 139,126 plans)
  • #3,614 in Finance & Insurance (9,261 peers)

Roy H. Reeve Agency, Inc. multi-year trail

Roy H. Reeve Agency, Inc.'s plans moved +15.7% in assets from 2022 to 2024; this filing shows Roy H. Reeve Agency, Inc. Profit Sharing Plan at $6M / 27 participants.

$6M
total plan assets (2022 EOY)
27
covered participants
55th
percentile by assets (of 139,126 plans)
$233,289
avg assets per participant

Where Roy H. Reeve Agency, Inc. Profit Sharing Plan sits by total assets

Roy H. Reeve Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,298,802 Top 45% higher than 55% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State

Roy H. Reeve Agency, Inc. across 3 plan years on file

Across the 3 plan years Roy H. Reeve Agency, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $7M, a gain of 15.7%, while reported participants moved from 57 to 30 (-47.4%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($6M).

Roy H. Reeve Agency, Inc. multi-year asset trail

$6M$6.5M$7M$7.5M 202220232024 $6.3M $7.29M ▲ +15.7%
Total plan assets by year, all Roy H. Reeve Agency, Inc. plans on file
Year Plans Participants Total Assets
2022 2 57 $6M
2023 1 31 $7M
2024 1 30 $7M

Roy H. Reeve Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$414K
Employer EIN112344847
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Roy H. Reeve Agency, Inc. 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 ($B) Participants Roy H. Reeve Agency,…, Total assets ($B): 0.006298802 · Participants: 27Roy H. Reeve Agency,…Annuity Plan of the …, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders Distri…
Roy H. Reeve Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Roy H. Reeve Agency, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Roy H. Reeve Agency, Inc. Profit Sharing Plan assets move in 2022?
Roy H. Reeve Agency, Inc. Profit Sharing Plan grew at a solid clip - up 10.5% during 2022, from $6M to $6M. Reported net income was $414K.
How have Roy H. Reeve Agency, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Roy H. Reeve Agency, Inc.'s sponsor-wide assets grew 15.7%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Roy H. Reeve Agency, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Catch, Inc. 403(b) Retirement Plan in PA ($6M, 323 participants).

Next read for Roy H. Reeve Agency, Inc. Profit Sharing…

Multi-year trail

Ways to act on Roy H. Reeve Agency, Inc. Profit Sharing Plan's numbers.