Profit Sharing · DOL Form 5500 · 2022

Citrin Cooperman & Company LLP Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
533
Participants Below avg headcount
52nd
Percentile by assets National rank
$10,190
Avg per participant Low balance/head
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Official DOL plan name: Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 · Sponsored by Citrin Cooperman & Company LLP · New York · Professional & Technical Services

$5M in assets, 533 participants

Citrin Cooperman & Company LLP's Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 reported $5M in total assets and 533 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.

  • #10,810 in Professional & Technical Services (21,562 peers)

Citrin Cooperman & Company LLP multi-year trail

Citrin Cooperman & Company LLP's plans moved +47.3% in assets from 2022 to 2023; this filing shows Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 at $5M / 533 participants.

#10,810
in Professional & Technical Services (21,562 peers)
-5.8%
assets change YoY

The plan reported a net loss of $333K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1's mid-pack asset rank among Professional & Technical Services and all filers

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 vs every filed plan by assets

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

$5,431,128 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

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 sits mid-pack in the medium band (533 participants).

Form 5500 schedule snapshot

Filing strip 222428965 · Citrin Cooperman & Company LLP PY 2022 · Profit Sharing

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 · $5M · 533 · 52nd

  • TYPE $5M
  • TYPE 533
  • TYPE 52nd
  • TYPE Profit Sharing
  • TYPE near Khaldoun S. Sroujieh, Md., Inc. Profit Sharing Plan
  • TYPE ind #10810

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 Professional & Technical Services retirement plans → · Plans in New York →

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 in the asset neighbourhood

Samaritan Bethany, Inc. 403(b) Retirement PlanSamaritan Bethany, Inc. 403(…$5MCitrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1Citrin Cooperman & Company L…$5MKhaldoun S. Sroujieh, Md., Inc. Profit Sharing PlanKhaldoun S. Sroujieh, Md., I…$5MOur Gang, Inc. Profit Sharing Plan and TrustOur Gang, Inc. Profit Sharin…$5MW&a Investments, Inc. Retirement PlanW&a Investments, Inc. Retire…$5M
End-of-year total assets ($M) among Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Citrin Cooperman & Company LLP multi-year asset trail

Sponsor-wide plan assets over time

All Citrin Cooperman & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$307M 47.30723882506682% vs 2022
2023 filing year
$150M$200M$250M$300M$350M 20222023 $208M $307M ▲ +47.3%
Year Plans Participants Total Assets
2022 3 1,996 $208M
2023 3 2,380 $307M

Citrin Cooperman & Company LLP filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$333K
Employer EIN222428965
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 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 ($B) Participants Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1, Total assets ($B): 0.005431128 · Participants: 533Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1Annuity 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
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 side-by-side with 3 peers →

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Khaldoun S. Sroujieh, Md., Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Madera Community Hospital Profit Sharing Plan in CA (533 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (533 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 Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 assets move in 2022? ▼
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 pulled back noticeably - down 5.8% during 2022, from $6M to $5M. Reported net income was -$333K.
How have Citrin Cooperman & Company LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Citrin Cooperman & Company LLP's sponsor-wide assets grew 47.3%, from $208M to $307M.
Which Profit Sharing plans are similar in size to Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1? ▼
Among Profit Sharing plans in other states, the closest by assets is Khaldoun S. Sroujieh, Md., Inc. Profit Sharing Plan in CA ($5M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Madera Community Hospital Profit Sharing Plan in CA (533 participants, $8M 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 222428965.

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.