Profit Sharing · DOL Form 5500 · 2022

Bernard H. Broome Profit Sharing Plan

Data updated 2026-08-25

$509K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$254,394
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Bernard H. Broome Retirement Plan · Sponsored by Bernard H. Broome · New York · Professional & Technical Services

$509K in assets, 2 participants

Bernard H. Broome's Bernard H. Broome Retirement Plan reported $509K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,188 in Professional & Technical Services (21,562 peers)

2022 asset change

Bernard H. Broome Retirement Plan pulled back noticeably 10.3% in 2022 ($567K → $509K) for 2 participants.

#3,188
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bernard H. Broome Retirement Plan among the smaller filed plans by assets

Bernard H. Broome Retirement Plan vs every filed plan by assets

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

$508,788 18th percentile higher than 18% 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

Bernard H. Broome Retirement 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. Bernard H. Broome Retirement Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 550870310 · Bernard H. Broome PY 2022 · Profit Sharing

Bernard H. Broome Retirement Plan · $509K · 2 · 18th

  • PART $509K
  • PART 2
  • PART 18th
  • PART Profit Sharing
  • PART near Piscina, Inc. Retirement Plan
  • PART ind #3188

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 Professional & Technical Services retirement plans → · Plans in New York →

Bernard H. Broome Retirement Plan in the asset neighbourhood

Bernard H. Broome Retirement PlanBernard H. Broome Retirement…$509KPiscina, Inc. Retirement Plan$509KR.P. Laurain & Associates, Inc. Profit Sharing PlanR.P. Laurain & Associates, I…$509KGastrointestinal Diagnostic Clinic of Pr Retirement PlanGastrointestinal Diagnostic …$509KAvatara Enterprises Inc. Retirement PlanAvatara Enterprises Inc. Ret…$509K
End-of-year total assets ($M) among Bernard H. Broome Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$567K
Net Assets (End of Year)$509K
Net Income-$58K
Employer EIN550870310
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Bernard H. Broome Retirement Plan 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 ($B) Participants Bernard H. Broome Retirement Plan, Total assets ($B): 0.000508788 · Participants: 2Bernard H. Broome Retirement PlanAnnuity 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
Bernard H. Broome Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Bernard H. Broome Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Piscina, Inc. Retirement Plan in TX ($509K); 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 Bernard H. Broome Retirement Plan assets move in 2022?
Bernard H. Broome Retirement Plan pulled back noticeably - down 10.3% during 2022, from $567K to $509K. Reported net income was -$58K.
Where does Bernard H. Broome Retirement Plan rank by assets among Form 5500 filers?
Bernard H. Broome Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Bernard H. Broome Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Piscina, Inc. Retirement Plan in TX ($509K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Bernard H. Broome Retirement 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).