Profit Sharing · DOL Form 5500 · 2022

Joel I Banker Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
44th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Joel I. Banker Inc. - Profit Sharing Plan · Sponsored by Joel I Banker Profit Sharing Plan · Connecticut · Real Estate

$4M in assets, 2 participants

Joel I Banker Profit Sharing Plan's Joel I. Banker Inc. - Profit Sharing Plan reported $4M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,157 in Real Estate (5,057 peers)

Joel I Banker Profit Sharing Plan multi-year trail

Joel I Banker Profit Sharing Plan's plans moved +40.6% in assets from 2022 to 2024; this filing shows Joel I. Banker Inc. - Profit Sharing Plan at $4M / 2 participants.

#3,157
in Real Estate (5,057 peers)
-18.9%
assets change YoY

The plan reported a net loss of $850K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Joel I. Banker Inc. - Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Joel I. Banker Inc. - Profit Sharing Plan vs every filed plan by assets

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

$3,636,256 44th percentile higher than 44% 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

Joel I. Banker Inc. - Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joel I. Banker Inc. - Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 132550375 · Joel I Banker Profit Sharing Plan PY 2022 · Profit Sharing

Joel I. Banker Inc. - Profit Sharing Plan · $4M · 2 · 44th

  • PART $4M
  • PART 2
  • PART 44th
  • PART Profit Sharing
  • PART near Employers' Advocate, Inc. Profit Sharing Plan & Trust
  • PART ind #3157

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 Real Estate retirement plans → · Plans in Connecticut →

Joel I. Banker Inc. - Profit Sharing Plan in the asset neighbourhood

Joel I. Banker Inc. - Profit Sharing PlanJoel I. Banker Inc. - Profit…$4MEmployers' Advocate, Inc. Profit Sharing Plan & TrustEmployers' Advocate, Inc. Pr…$4MWachter Investments, Inc. Profit Sharing PlanWachter Investments, Inc. Pr…$4MLeftin Investment Co. Profit Sharing PlanLeftin Investment Co. Profit…$4MSupreme Building Products, Inc. Profit Sharing PlanSupreme Building Products, I…$4M
End-of-year total assets ($M) among Joel I. Banker Inc. - Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Joel I Banker Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Joel I Banker Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.56460821240309% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.64M $5.11M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Joel I Banker Profit Sharing Plan filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$850K
Employer EIN132550375
Plan Effective Date1966-10-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Joel I. Banker Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Joel I. Banker Inc. - Profit Sharing Plan, Total assets ($B): 0.003636256 · Participants: 2Joel I. Banker Inc. - Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Joel I. Banker Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Joel I. Banker Inc. - Profit Sharing Plan side-by-side with 3 peers →

Joel I. Banker Inc. - Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Employers' Advocate, Inc. Profit Sharing Plan & Trust in CA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Joel I. Banker Inc. - Profit Sharing Plan assets move in 2022? ▼
Joel I. Banker Inc. - Profit Sharing Plan declined sharply - down 18.9% during 2022, from $4M to $4M. Reported net income was -$850K.
How have Joel I Banker Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel I Banker Profit Sharing Plan's sponsor-wide assets grew 40.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Joel I. Banker Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Employers' Advocate, Inc. Profit Sharing Plan & Trust in CA ($4M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel I. Banker Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 132550375.

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.