Profit Sharing · DOL Form 5500 · 2022

Victor Tenenbaum Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Victor Tenenbaum Merrill Lynch Profit Sharing Plan · Sponsored by Victor Tenenbaum · New York · Healthcare & Social Assistance

$3M in assets, 2 participants

Victor Tenenbaum's Victor Tenenbaum Merrill Lynch Profit Sharing Plan reported $3M in total assets and 2 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.

  • #9,213 in Healthcare & Social Assistance (20,060 peers)

Victor Tenenbaum multi-year trail

Victor Tenenbaum's plans moved +18.6% in assets from 2022 to 2024; this filing shows Victor Tenenbaum Merrill Lynch Profit Sharing Plan at $3M / 2 participants.

#9,213
in Healthcare & Social Assistance (20,060 peers)
-13.0%
assets change YoY

The plan reported a net loss of $485K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Victor Tenenbaum Merrill Lynch Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs every filed plan by assets

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

$3,234,940 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

Victor Tenenbaum Merrill Lynch 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. Victor Tenenbaum Merrill Lynch Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 112917495 · Victor Tenenbaum PY 2022 · Profit Sharing

Victor Tenenbaum Merrill Lynch Profit Sharing Plan · $3M · 2 · 42nd

  • 5500 $3M
  • 5500 2
  • 5500 42nd
  • 5500 Profit Sharing
  • 5500 near Kmieck's Management Group, Inc. Profit Sharing Pla and Trust
  • 5500 ind #9213

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Victor Tenenbaum Merrill Lynch Profit Sharing Plan in the asset neighbourhood

Sheppard, White,Kachergus & Demaggio, PA Profit Sharing Plan and Trust AgreementSheppard, White,Kachergus & …$3MVictor Tenenbaum Merrill Lynch Profit Sharing PlanVictor Tenenbaum Merrill Lyn…$3MKmieck's Management Group, Inc. Profit Sharing Pla and TrustKmieck's Management Group, I…$3MSuttons Western Flooring Profit Sharing PlanSuttons Western Flooring Pro…$3MMethodist Manor Retirement Community 403(b) PlanMethodist Manor Retirement C…$3M
End-of-year total assets ($M) among Victor Tenenbaum Merrill Lynch Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Victor Tenenbaum multi-year asset trail

Sponsor-wide plan assets over time

All Victor Tenenbaum plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.610206062554482% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.23M $3.84M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Victor Tenenbaum filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$485K
Employer EIN112917495
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Victor Tenenbaum Merrill Lynch Profit Sharing 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 ($B) Participants Victor Tenenbaum Merrill Lynch Profit Sharing Plan, Total assets ($B): 0.00323494 · Participants: 2Victor Tenenbaum Merrill Lynch Profit Sharing 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
Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Victor Tenenbaum Merrill Lynch Profit Sharing Plan side-by-side with 3 peers →

Victor Tenenbaum Merrill Lynch Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kmieck's Management Group, Inc. Profit Sharing Pla and Trust in OH ($3M); 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 Victor Tenenbaum Merrill Lynch Profit Sharing Plan assets move in 2022? ▼
Victor Tenenbaum Merrill Lynch Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $4M to $3M. Reported net income was -$485K.
How have Victor Tenenbaum plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor Tenenbaum's sponsor-wide assets grew 18.6%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Victor Tenenbaum Merrill Lynch Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kmieck's Management Group, Inc. Profit Sharing Pla and Trust in OH ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor Tenenbaum Merrill Lynch 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 112917495.

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.