Profit Sharing · DOL Form 5500 · 2022
Maxwell Davidson Gallery, LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $350,932
- Avg per participant High balance/head
Official DOL plan name: Maxwell Davidson Gallery, LLC Retirement Trust · Sponsored by Maxwell Davidson Gallery, LLC · New York · Retail Trade
$2M in assets, 6 participants
Maxwell Davidson Gallery, LLC's Maxwell Davidson Gallery, LLC Retirement Trust reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #4,188 in Retail Trade (9,519 peers)
Maxwell Davidson Gallery, LLC multi-year trail
Maxwell Davidson Gallery, LLC's plans moved +10.3% in assets from 2022 to 2024; this filing shows Maxwell Davidson Gallery, LLC Retirement Trust at $2M / 6 participants.
- #4,188
- in Retail Trade (9,519 peers)
- -16.2%
- assets change YoY
The plan reported a net loss of $408K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Maxwell Davidson Gallery, LLC Retirement Trust's mid-pack asset rank among Retail Trade and all filers
Maxwell Davidson Gallery, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,105,592 34th percentile higher than 34% 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
Maxwell Davidson Gallery, LLC Retirement Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxwell Davidson Gallery, LLC Retirement Trust is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 133977307 · Maxwell Davidson Gallery, LLC PY 2022 · Profit Sharing
Maxwell Davidson Gallery, LLC Retirement Trust · $2M · 6 · 34th
- EOY $2M
- 5500 6
- ASSETS 34th
- PCT Profit Sharing
- EIN near Plumbers and Steamfitters Local 247 Annuity Plan
- RANK ind #4188
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 Retail Trade retirement plans → · Plans in New York →
Maxwell Davidson Gallery, LLC Retirement Trust in the asset neighbourhood
Maxwell Davidson Gallery, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Maxwell Davidson Gallery, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 10.328259225908914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 3 | $2M |
Maxwell Davidson Gallery, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$408K |
| Employer EIN | 133977307 |
| Plan Effective Date | 1999-01-01 |
| 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
Maxwell Davidson Gallery, LLC Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Plumbers and Steamfitters Local 247 Annuity Plan in TN ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). 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 (6 participants); asset peers above are excluded.
- Hillin and Company, P.C. Profit Sharing Plan (MO) 6 · 0 off
- Integrated Home Interiors, Inc. Retirement Plan (FL) 6 · 0 off
- Lymi Inc. Retirement Plan (AZ) 6 · 0 off
- Agerasia Inc. Retirement Plan (FL) 6 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.