Profit Sharing · DOL Form 5500 · 2022

Steven J. Karvellas & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
46th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Steven J. Karvellas & Co., Inc. Retirement Plan · Sponsored by Steven J. Karvellas & Co., Inc. · New York · Finance & Insurance

$4M in assets, 4 participants

Steven J. Karvellas & Co., Inc.'s Steven J. Karvellas & Co., Inc. Retirement Plan reported $4M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,938 in Finance & Insurance (9,261 peers)

Steven J. Karvellas & Co., Inc. multi-year trail

Steven J. Karvellas & Co., Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Steven J. Karvellas & Co., Inc. Retirement Plan at $4M / 4 participants.

#2,938
in Finance & Insurance (9,261 peers)
-1.3%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Steven J. Karvellas & Co., Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Steven J. Karvellas & Co., Inc. Retirement Plan vs every filed plan by assets

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

$4,030,238 46th percentile higher than 46% 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 J. Karvellas & Co., Inc. 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. Steven J. Karvellas & Co., Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 222813819 · Steven J. Karvellas & Co., Inc. PY 2022 · Profit Sharing

Steven J. Karvellas & Co., Inc. Retirement Plan · $4M · 4 · 46th

  • VS-ST $4M
  • BOY 4
  • SCH 46th
  • EBSA Profit Sharing
  • PART near Management Psychology Group, PC Profit Sharing Plan
  • TYPE ind #2938

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 Finance & Insurance retirement plans → · Plans in New York →

Steven J. Karvellas & Co., Inc. Retirement Plan in the asset neighbourhood

Steven J. Karvellas & Co., Inc. Retirement PlanSteven J. Karvellas & Co., I…$4MManagement Psychology Group, PC Profit Sharing PlanManagement Psychology Group,…$4MSo Cal Infectious Disease Med Grp Profit Sharing PlanSo Cal Infectious Disease Me…$4MCosmetic Surgery and Dermatology of Issaquah Profit Sharing PlanCosmetic Surgery and Dermato…$4MCaito & Klein Associates Inc Profit Sharing PlanCaito & Klein Associates Inc…$4M
End-of-year total assets ($M) among Steven J. Karvellas & Co., Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Steven J. Karvellas & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steven J. Karvellas & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.39051043635636% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.03M $5.05M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $5M

Steven J. Karvellas & Co., Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$55K
Employer EIN222813819
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Steven J. Karvellas & Co., Inc. 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 ($B) Participants Steven J. Karvellas & Co., Inc. Retirement Plan, Total assets ($B): 0.004030238 · Participants: 4Steven J. Karvellas & Co., Inc. 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
Steven J. Karvellas & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Steven J. Karvellas & Co., Inc. Retirement Plan side-by-side with 3 peers →

Steven J. Karvellas & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Management Psychology Group, PC Profit Sharing Plan in GA ($4M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 J. Karvellas & Co., Inc. Retirement Plan assets move in 2022? ▼
Steven J. Karvellas & Co., Inc. Retirement Plan edged down modestly - down 1.3% during 2022, from $4M to $4M. Reported net income was -$55K.
How have Steven J. Karvellas & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven J. Karvellas & Co., Inc.'s sponsor-wide assets grew 25.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Steven J. Karvellas & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Management Psychology Group, PC Profit Sharing Plan in GA ($4M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Steven J. Karvellas & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 222813819.

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.