Profit Sharing · DOL Form 5500 · 2022

Steven R. Harris Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$371,551
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven R. Harris Retirement Plan and Trust · Sponsored by Steven R. Harris · New York · Professional & Technical Services

$2M in assets, 6 participants

Steven R. Harris's Steven R. Harris Retirement Plan and Trust reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,922 in Professional & Technical Services (21,562 peers)

Steven R. Harris multi-year trail

Steven R. Harris's plans moved +41.3% in assets from 2022 to 2024; this filing shows Steven R. Harris Retirement Plan and Trust at $2M / 6 participants.

#6,922
in Professional & Technical Services (21,562 peers)
-12.1%
assets change YoY

The plan reported a net loss of $306K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven R. Harris Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Steven R. Harris Retirement Plan and Trust vs every filed plan by assets

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

$2,229,305 35th percentile higher than 35% 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

Steven R. Harris Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven R. Harris Retirement Plan and Trust is a micro filing (6 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 133244149 · Steven R. Harris PY 2022 · Profit Sharing

Steven R. Harris Retirement Plan and Trust · $2M · 6 · 35th

  • EIN $2M
  • EIN 6
  • EIN 35th
  • EIN Profit Sharing
  • EIN near Inter Ikea Tack Program
  • EIN ind #6922

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 →

Steven R. Harris Retirement Plan and Trust in the asset neighbourhood

Steven R. Harris Retirement Plan and TrustSteven R. Harris Retirement …$2MInter Ikea Tack Program$2MWaverly Markets, LLC 401(k) Plan and TrustWaverly Markets, LLC 401(k) …$2MJohn Hunter Attorney Profit Sharing PlanJohn Hunter Attorney Profit …$2MStonestown Podiatry Group Profit Sharing PlanStonestown Podiatry Group Pr…$2M
End-of-year total assets ($M) among Steven R. Harris Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Steven R. Harris multi-year asset trail

Sponsor-wide plan assets over time

All Steven R. Harris plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.25321568829747% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.23M $3.15M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $3M
2024 1 6 $3M

Steven R. Harris filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$306K
Employer EIN133244149
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Steven R. Harris Retirement Plan and Trust 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 ($B) Participants Steven R. Harris Retirement Plan and Trust, Total assets ($B): 0.002229305 · Participants: 6Steven R. Harris Retirement Plan and TrustAnnuity 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
Steven R. Harris Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Steven R. Harris Retirement Plan and Trust side-by-side with 3 peers →

Steven R. Harris Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Inter Ikea Tack Program in PA ($2M); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Steven R. Harris Retirement Plan and Trust assets move in 2022? ▼
Steven R. Harris Retirement Plan and Trust pulled back noticeably - down 12.1% during 2022, from $3M to $2M. Reported net income was -$306K.
How have Steven R. Harris plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven R. Harris's sponsor-wide assets grew 41.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Steven R. Harris Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Inter Ikea Tack Program in PA ($2M, 194 participants).
Which Profit Sharing plans cover a similar participant headcount to Steven R. Harris Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 133244149.

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.