Profit Sharing · DOL Form 5500 · 2022
Capital Counsel LLC Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 13
- Participants
- 61st
- Percentile by assets
- $638,666
- Avg per participant
Official DOL plan name: Capital Counsel LLC Profit Sharing Plan · Sponsored by Capital Counsel LLC · New York · Finance & Insurance
$8M in assets, 13 participants
Capital Counsel LLC's Capital Counsel LLC Profit Sharing Plan reported $8M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- 61st percentile by assets (of 139,126 plans)
- #4,114 in Finance & Insurance (9,261 peers)
2022 asset change
Capital Counsel LLC Profit Sharing Plan declined sharply 17.4% in 2022 ($10M → $8M) for 13 participants.
- $8M
- total plan assets (2022 EOY)
- 13
- covered participants
- 61st
- percentile by assets (of 139,126 plans)
- $638,666
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Capital Counsel LLC Profit Sharing Plan sits by total assets
Capital Counsel LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,302,653 Top 39% higher than 61% 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
2022 asset move for Capital Counsel LLC Profit Sharing Plan
Year over year, total assets declined sharply from $10M at the start of 2022 to $8M at year-end (down 17.4%). Net assets closed at $8M; reported net income -$2M.
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 134074768 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Capital Counsel LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Capital Counsel LLC Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Capital Counsel LLC Profit Sharing Plan assets move in 2022? ▼
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Next read for Capital Counsel LLC Profit Sharing Plan
2022 change
Ways to act on Capital Counsel LLC Profit Sharing Plan's numbers.
- By total assets, Capital Counsel LLC Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans