Profit Sharing · DOL Form 5500 · 2022
Jonathan Isopo Single K Profit Sharing Plan
Data updated 2026-08-25
- $623K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $622,634
- Avg per participant High balance/head
Official DOL plan name: Jonathan Isopo Single K · Sponsored by Jonathan Isopo Single K · New York · Unclassified
$623K in assets, 1 participants
Jonathan Isopo Single K's Jonathan Isopo Single K reported $623K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.
- #15 in Unclassified (42 peers)
Jonathan Isopo Single K multi-year trail
Jonathan Isopo Single K's plans moved +10.6% in assets from 2022 to 2024; this filing shows Jonathan Isopo Single K at $623K / 1 participant.
- #15
- in Unclassified (42 peers)
- +0.0%
- assets growth YoY
Jonathan Isopo Single K among the smaller filed plans by assets
Jonathan Isopo Single K vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$622,634 20th percentile higher than 20% 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
Jonathan Isopo Single K among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan Isopo Single K is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 826801989 · Jonathan Isopo Single K PY 2022 · Profit Sharing
Jonathan Isopo Single K · $623K · 1 · 20th
- EOY $623K
- EOY 1
- EOY 20th
- EOY Profit Sharing
- EOY near Hodges Hanei Corporation Retirement Plan
- EOY ind #15
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 Unclassified retirement plans → · Plans in New York →
Jonathan Isopo Single K in the asset neighbourhood
Jonathan Isopo Single K multi-year asset trail
Sponsor-wide plan assets over time
All Jonathan Isopo Single K plans reported in each filing year
- Latest sponsor-wide plan assets
- $689K 10.600127843966119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $623K |
| 2023 | 1 | 1 | $623K |
| 2024 | 1 | 1 | $689K |
Jonathan Isopo Single K filing trail (2022)
| Total Assets (Beginning of Year) | $623K |
|---|---|
| Net Assets (End of Year) | $623K |
| Employer EIN | 826801989 |
| Plan Effective Date | 2018-01-01 |
| 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
Jonathan Isopo Single K's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Hodges Hanei Corporation Retirement Plan in AZ ($623K); 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 ($623K 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.