Profit Sharing · DOL Form 5500 · 2022
Eric H Spellman Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Eric H Spellman Dds Keogh Profit Sharing Plan Op · Sponsored by Eric H Spellman · New York · Healthcare & Social Assistance
$2M in assets, 1 participants
Eric H Spellman's Eric H Spellman Dds Keogh Profit Sharing Plan Op reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #7,433 in Healthcare & Social Assistance (20,060 peers)
Eric H Spellman multi-year trail
Eric H Spellman's plans moved +23.0% in assets from 2022 to 2024; this filing shows Eric H Spellman Dds Keogh Profit Sharing Plan Op at $2M / 1 participant.
- #7,433
- in Healthcare & Social Assistance (20,060 peers)
- -9.9%
- assets change YoY
The plan reported a net loss of $242K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eric H Spellman Dds Keogh Profit Sharing Plan Op's mid-pack asset rank among Healthcare & Social Assistance and all filers
Eric H Spellman Dds Keogh Profit Sharing Plan Op vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,202,149 35th percentile higher than 35% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Eric H Spellman Dds Keogh Profit Sharing Plan Op among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eric H Spellman Dds Keogh Profit Sharing Plan Op is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 133319495 · Eric H Spellman PY 2022 · Profit Sharing
Eric H Spellman Dds Keogh Profit Sharing Plan Op · $2M · 1 · 35th
- PCT $2M
- EIN 1
- RANK 35th
- PHOTO Profit Sharing
- IND near Edward R. Levin, Cpa Self Employed Profit Sharing Plan
- EOY ind #7433
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 New York →
Eric H Spellman Dds Keogh Profit Sharing Plan Op in the asset neighbourhood
Eric H Spellman multi-year asset trail
Sponsor-wide plan assets over time
All Eric H Spellman plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 23.023056114731563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $3M |
Eric H Spellman filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$242K |
| Employer EIN | 133319495 |
| Plan Effective Date | 1999-10-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Eric H Spellman Dds Keogh Profit Sharing Plan Op's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Edward R. Levin, Cpa Self Employed Profit Sharing Plan in AL ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.