Profit Sharing · DOL Form 5500 · 2022
Victor Tenenbaum Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2
- Participants
- 42nd
- Percentile by assets
- $1.6M
- Avg per participant
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.
- 42nd percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 2
- covered participants
- 42nd
- percentile by assets (of 139,126 plans)
- $1.6M
- avg assets per participant
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.
Where Victor Tenenbaum Merrill Lynch Profit Sharing Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Victor Tenenbaum across 3 plan years on file
Across the 3 plan years Victor Tenenbaum has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 18.6%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Victor Tenenbaum multi-year asset trail
| 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 EIN | 112917495 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Victor Tenenbaum Merrill Lynch Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Victor Tenenbaum Merrill Lynch Profit Sharing Plan assets move in 2022? ▼
How have Victor Tenenbaum plan assets changed over time? ▼
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Multi-year trail
Ways to act on Victor Tenenbaum Merrill Lynch Profit Sharing Plan's numbers.
- By total assets, Victor Tenenbaum Merrill Lynch Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Victor Tenenbaum's sponsor-wide assets have grown 18.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans