Profit Sharing · DOL Form 5500 · 2022

Donnelly Mechanical Corp. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
147
Participants Small participant base
44th
Percentile by assets National rank
$24,679
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees · Sponsored by Donnelly Mechanical Corp. · New York · Construction

$4M in assets, 147 participants

Donnelly Mechanical Corp.'s Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported $4M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #4,235 in Construction (9,927 peers)

Coverage in New York

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.

#4,235
in Construction (9,927 peers)
-20.3%
assets change YoY

The plan reported a net loss of $926K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees's mid-pack asset rank among Construction and all filers

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs every filed plan by assets

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

$3,627,881 44th percentile higher than 44% 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

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees sits mid-pack in the medium band (147 participants).

Plan-year Form 5500 strip

Filing strip 112957503 · Donnelly Mechanical Corp. PY 2022 · Profit Sharing

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees · $4M · 147 · 44th

  • VS-ST $4M
  • VS-ST 147
  • VS-ST 44th
  • VS-ST Profit Sharing
  • VS-ST near Supreme Building Products, Inc. Profit Sharing Plan
  • VS-ST ind #4235

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 Construction retirement plans → · Plans in New York →

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in the asset neighbourhood

Donnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesDonnelly Mechanical Corp. Pr…$4MSupreme Building Products, Inc. Profit Sharing PlanSupreme Building Products, I…$4MLeftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4MWachter Investments, Inc. Profit Sharing PlanWachter Investments, Inc. Pr…$4MPacific Global Investment Management Co. 401(k) PlanPacific Global Investment Ma…$4M
End-of-year total assets ($M) among Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$926K
Employer EIN112957503
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelly Mechanical Corp.)

Sponsor-wide plan assets over time

All Donnelly Mechanical Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.918632667389035% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.63M $4.02M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 147 $4M
2023 1 151 $4M
2024 1 134 $4M

Nearby Profit Sharing Plans in New York

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

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees 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 ($B) Participants Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees, Total assets ($B): 0.003627881 · Participants: 147Donnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesAnnuity 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
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees side-by-side with 3 peers →

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Supreme Building Products, Inc. Profit Sharing Plan in TN ($4M); by covered participants it is Cullen Profit Sharing Plan and Trust in WI (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees assets move in 2022? ▼
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees declined sharply - down 20.3% during 2022, from $5M to $4M. Reported net income was -$926K.
How have Donnelly Mechanical Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly Mechanical Corp.'s sponsor-wide assets grew 10.9%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Supreme Building Products, Inc. Profit Sharing Plan in TN ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cullen Profit Sharing Plan and Trust in WI (147 participants, $27M 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 112957503.

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.