Profit Sharing · DOL Form 5500 · 2022

Twin Securities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
42nd
Percentile by assets National rank
$643,014
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Twin Securities, Inc. Profit Sharing Plan II · Sponsored by Twin Securities, Inc. · New York · Finance & Insurance

$3M in assets, 5 participants

Twin Securities, Inc.'s Twin Securities, Inc. Profit Sharing Plan II reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,632 in Finance & Insurance (9,261 peers)

Twin Securities, Inc. multi-year trail

Twin Securities, Inc.'s plans moved -31.4% in assets from 2022 to 2024; this filing shows Twin Securities, Inc. Profit Sharing Plan II at $3M / 5 participants.

#2,632
in Finance & Insurance (9,261 peers)
-0.9%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Twin Securities, Inc. Profit Sharing Plan II's mid-pack asset rank among Finance & Insurance and all filers

Twin Securities, Inc. Profit Sharing Plan II vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,215,069 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Twin Securities, Inc. Profit Sharing Plan II among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twin Securities, Inc. Profit Sharing Plan II is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 133808839 · Twin Securities, Inc. PY 2022 · Profit Sharing

Twin Securities, Inc. Profit Sharing Plan II · $3M · 5 · 42nd

  • BOOK $3M
  • VS-ST 5
  • BOY 42nd
  • SCH Profit Sharing
  • EBSA near Kenneth S. Baron & Co. Profit Sharing Plan
  • PART ind #2632

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 →

Twin Securities, Inc. Profit Sharing Plan II in the asset neighbourhood

Twin Securities, Inc. Profit Sharing Plan IITwin Securities, Inc. Profit…$3MKenneth S. Baron & Co. Profit Sharing PlanKenneth S. Baron & Co. Profi…$3MThe Aleph Center, P.L.L.C. Profit Sharing PlanThe Aleph Center, P.L.L.C. P…$3MNash-Jackan Funeral Homes, Inc., Profit Sharing PlanNash-Jackan Funeral Homes, I…$3MKarman, Inc. Profit Sharing PlanKarman, Inc. Profit Sharing …$3M
End-of-year total assets ($M) among Twin Securities, Inc. Profit Sharing Plan II and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Twin Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Twin Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.390919036682075% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.77M $4.65M ▼ -31.3%
Year Plans Participants Total Assets
2022 2 9 $7M
2023 2 9 $5M
2024 2 9 $5M

Twin Securities, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$28K
Employer EIN133808839
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Twin Securities, Inc. Profit Sharing Plan II vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Twin Securities, Inc. Profit Sharing Plan II, Total assets ($B): 0.003215069 · Participants: 5Twin Securities, Inc. Profit Sharing Plan IIAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Twin Securities, Inc. Profit Sharing Plan II vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Twin Securities, Inc. Profit Sharing Plan II side-by-side with 3 peers →

Twin Securities, Inc. Profit Sharing Plan II's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kenneth S. Baron & Co. Profit Sharing Plan in CA ($3M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did Twin Securities, Inc. Profit Sharing Plan II assets move in 2022? ▼
Twin Securities, Inc. Profit Sharing Plan II held essentially flat - down 0.9% during 2022, from $3M to $3M. Reported net income was -$28K.
How have Twin Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Securities, Inc.'s sponsor-wide assets declined 31.4%, from $7M to $5M.
Which Profit Sharing plans are similar in size to Twin Securities, Inc. Profit Sharing Plan II? ▼
Among Profit Sharing plans in other states, the closest by assets is Kenneth S. Baron & Co. Profit Sharing Plan in CA ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Twin Securities, Inc. Profit Sharing Plan II? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133808839.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.