Profit Sharing · DOL Form 5500 · 2022

Sobert Realty Corp. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
53rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Sobert Realty Corp. Retirement Plan and Trust · Sponsored by Sobert Realty Corp. · New York · Real Estate

$6M in assets, 5 participants

Sobert Realty Corp.'s The Sobert Realty Corp. Retirement Plan and Trust reported $6M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,571 in Real Estate (5,057 peers)

Sobert Realty Corp. multi-year trail

Sobert Realty Corp.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows The Sobert Realty Corp. Retirement Plan and Trust at $6M / 5 participants.

#3,571
in Real Estate (5,057 peers)
-21.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sobert Realty Corp. Retirement Plan and Trust's mid-pack asset rank among Real Estate and all filers

The Sobert Realty Corp. Retirement Plan and Trust vs every filed plan by assets

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

$5,659,790 Top 47% higher than 53% 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

The Sobert Realty Corp. 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. The Sobert Realty Corp. Retirement Plan and Trust is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 133096865 · Sobert Realty Corp. PY 2022 · Profit Sharing

The Sobert Realty Corp. Retirement Plan and Trust · $6M · 5 · 53rd

  • EIN $6M
  • RANK 5
  • PHOTO 53rd
  • IND Profit Sharing
  • EOY near Louis F. Cainkar, Ltd. Profit Sharing Plan
  • 5500 ind #3571

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 Real Estate retirement plans → · Plans in New York →

The Sobert Realty Corp. Retirement Plan and Trust in the asset neighbourhood

Marengo Tool and Die Works Inc. Profit Sharing PlanMarengo Tool and Die Works I…$6MThe George Sorich Company Profit-Sharing PlanThe George Sorich Company Pr…$6MThe Sobert Realty Corp. Retirement Plan and TrustThe Sobert Realty Corp. Reti…$6MLouis F. Cainkar, Ltd. Profit Sharing PlanLouis F. Cainkar, Ltd. Profi…$6MCeronics Inc Employees Profit Sharing PlanCeronics Inc Employees Profi…$6M
End-of-year total assets ($M) among The Sobert Realty Corp. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sobert Realty Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Sobert Realty Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.342703527869409% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.66M $6.41M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 6 $7M
2024 1 7 $6M

Sobert Realty Corp. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN133096865
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

The Sobert Realty Corp. 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 ($B) Participants The Sobert Realty Corp. Retirement Plan and Trust, Total assets ($B): 0.00565979 · Participants: 5The Sobert Realty Corp. 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
The Sobert Realty Corp. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Sobert Realty Corp. Retirement Plan and Trust side-by-side with 3 peers →

The Sobert Realty Corp. 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 Louis F. Cainkar, Ltd. Profit Sharing Plan in IL ($6M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Sobert Realty Corp. Retirement Plan and Trust assets move in 2022? ▼
The Sobert Realty Corp. Retirement Plan and Trust declined sharply - down 21.1% during 2022, from $7M to $6M. Reported net income was -$2M.
How have Sobert Realty Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobert Realty Corp.'s sponsor-wide assets grew 13.3%, from $6M to $6M.
Which Profit Sharing plans are similar in size to The Sobert Realty Corp. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Louis F. Cainkar, Ltd. Profit Sharing Plan in IL ($6M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Sobert Realty Corp. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 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 133096865.

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.