Profit Sharing · DOL Form 5500 · 2022
Capital Counsel LLC Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $638,666
- Avg per participant High balance/head
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.
- #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.
- #4,114
- in Finance & Insurance (9,261 peers)
- -17.4%
- assets change YoY
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.
Capital Counsel LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
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
Capital Counsel LLC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Counsel LLC Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.
DOL schedule card
Filing strip 134074768 · Capital Counsel LLC PY 2022 · Profit Sharing
Capital Counsel LLC Profit Sharing Plan · $8M · 13 · 61st
- SCH $8M
- SCH 13
- SCH 61st
- SCH Profit Sharing
- SCH near Danmor Investments, Inc. Profit Sharing Plan
- SCH ind #4114
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 Finance & Insurance retirement plans → · Plans in New York →
Capital Counsel LLC Profit Sharing Plan in the asset neighbourhood
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.
- 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
Capital Counsel LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Danmor Investments, Inc. Profit Sharing Plan in CA ($8M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.