Profit Sharing · DOL Form 5500 · 2022

Twin Securities, Inc. Profit Sharing Plan

Data updated 2026-08-11

$3M
Total assets
5
Participants
42nd
Percentile by assets
$643,014
Avg per participant
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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.

  • 42nd percentile by assets (of 139,126 plans)
  • #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.

$3M
total plan assets (2022 EOY)
5
covered participants
42nd
percentile by assets (of 139,126 plans)
$643,014
avg assets per participant

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.

Where Twin Securities, Inc. Profit Sharing Plan II sits by total assets

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 $2,010,000,000 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

State

Twin Securities, Inc. across 3 plan years on file

Across the 3 plan years Twin Securities, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $7M to $5M, a decline of 31.4%, while reported participants moved from 9 to 9 (+0.0%). Peak year by sponsor assets: 2022 ($7M); trough: 2024 ($5M).

Twin Securities, Inc. multi-year asset trail

$4M$5M$6M$7M 202220232024 $6.77M $4.65M ▼ -31.3%
Total plan assets by year, all Twin Securities, Inc. plans on file
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 ($B) Participants Twin Securities, Inc…, Total assets ($B): 0.003215069 · Participants: 5Twin Securities, Inc…Annuity Plan of the …, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders Distri…
Twin Securities, Inc. Profit Sharing Plan II vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Twin Securities, Inc. Profit Sharing Plan II by total assets, not by location.

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).

Next read for Twin Securities, Inc. Profit Sharing Pla…

Multi-year trail

Ways to act on Twin Securities, Inc. Profit Sharing Plan II's numbers.