Profit Sharing · DOL Form 5500 · 2022

Frank Taliercio M.D. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
52nd
Percentile by assets National rank
$404,195
Avg per participant High balance/head
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Official DOL plan name: Frank Taliercio Profit Sharing Plan and Trust · Sponsored by Frank Taliercio M.D. · New York · Healthcare & Social Assistance

$5M in assets, 13 participants

Frank Taliercio M.D.'s Frank Taliercio Profit Sharing Plan and Trust reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,508 in Healthcare & Social Assistance (20,060 peers)

Frank Taliercio M.D. multi-year trail

Frank Taliercio M.D.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Frank Taliercio Profit Sharing Plan and Trust at $5M / 13 participants.

#11,508
in Healthcare & Social Assistance (20,060 peers)
-10.1%
assets change YoY

The plan reported a net loss of $587K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Frank Taliercio Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Frank Taliercio Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,254,532 Top 48% higher than 52% 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

Frank Taliercio Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank Taliercio Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 133407421 · Frank Taliercio M.D. PY 2022 · Profit Sharing

Frank Taliercio Profit Sharing Plan and Trust · $5M · 13 · 52nd

  • EBSA $5M
  • EBSA 13
  • EBSA 52nd
  • EBSA Profit Sharing
  • EBSA near Dr. Leonard Goldman, P.a. Profit Sharing Plan & Trust
  • EBSA ind #11508

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 →

Frank Taliercio Profit Sharing Plan and Trust in the asset neighbourhood

The Contractors Retirement PlanThe Contractors Retirement P…$5MNeil's Ace Home Center Profit Sharing PlanNeil's Ace Home Center Profi…$5MJoseph L. Shepard Profit Sharing PlanJoseph L. Shepard Profit Sha…$5MFrank Taliercio Profit Sharing Plan and TrustFrank Taliercio Profit Shari…$5MDr. Leonard Goldman, P.a. Profit Sharing Plan & TrustDr. Leonard Goldman, P.a. Pr…$5M
End-of-year total assets ($M) among Frank Taliercio Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Frank Taliercio M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Frank Taliercio M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.820508467737945% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.25M $7.45M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 14 $6M
2024 1 12 $7M

Frank Taliercio M.D. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$587K
Employer EIN133407421
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Frank Taliercio Profit Sharing 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 ($B) Participants Frank Taliercio Profit Sharing Plan and Trust, Total assets ($B): 0.005254532 · Participants: 13Frank Taliercio Profit Sharing 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
Frank Taliercio Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Frank Taliercio Profit Sharing Plan and Trust side-by-side with 3 peers →

Frank Taliercio Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Dr. Leonard Goldman, P.a. Profit Sharing Plan & Trust in MD ($5M); by covered participants it is Act Two, Inc., Profit Sharing Plan in AR (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Frank Taliercio Profit Sharing Plan and Trust assets move in 2022? ▼
Frank Taliercio Profit Sharing Plan and Trust pulled back noticeably - down 10.1% during 2022, from $6M to $5M. Reported net income was -$587K.
How have Frank Taliercio M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank Taliercio M.D.'s sponsor-wide assets grew 41.8%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Frank Taliercio Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr. Leonard Goldman, P.a. Profit Sharing Plan & Trust in MD ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Frank Taliercio Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Act Two, Inc., Profit Sharing Plan in AR (13 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 133407421.

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.