Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

ISTAR SAVINGS AND RETIREMENT PLAN TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ISTAR INC.

This Profit Sharing plan holds $55M in total assets and serves 141 participants as of 2022. It is sponsored by ISTAR INC. in New York. The plan reported a net loss of $16M for the year.

Total Assets (2023)
$55M
Participants
141
State
Industry
Finance & Insurance

What the Filing Says About ISTAR SAVINGS AND RETIREMENT PLAN TRUST

ISTAR SAVINGS AND RETIREMENT PLAN TRUST is a Profit Sharing retirement plan sponsored by ISTAR INC., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 141 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 956881527, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $71M at the beginning of 2022 to $55M at year-end — a decline of 22.4%. Net assets (after liabilities) closed the year at $55M, with reported net income of $-15,880,710 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$71M
Total Assets (End of Year)$55M
Net Assets (End of Year)$55M
Net Income$-15,880,710
Plan TypeProfit Sharing
Employer EIN956881527
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ISTAR INC.)

Year Plans Participants Total Assets
2022 1 141 $55M
2023 1 141 $56M
2024 1 92 $63M

Nearby Profit Sharing Plans in New York

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

Frequently Asked Questions

How much money is in the ISTAR SAVINGS AND RETIREMENT PLAN TRUST?
As of the 2022 Form 5500 filing, ISTAR SAVINGS AND RETIREMENT PLAN TRUST holds $55M in total assets with 141 participants. It is sponsored by ISTAR INC..
What type of plan is ISTAR SAVINGS AND RETIREMENT PLAN TRUST?
ISTAR SAVINGS AND RETIREMENT PLAN TRUST is a Profit Sharing plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 956881527.
Who sponsors the ISTAR SAVINGS AND RETIREMENT PLAN TRUST?
ISTAR SAVINGS AND RETIREMENT PLAN TRUST is sponsored by ISTAR INC., located in New York. The sponsor's EIN is 956881527 and the plan operates in the Finance & Insurance industry.
How did ISTAR SAVINGS AND RETIREMENT PLAN TRUST perform in 2022?
ISTAR SAVINGS AND RETIREMENT PLAN TRUST declined by 22.4% during 2022, moving from $71M to $55M in total assets. Net income was $-15,880,710.
Where can I find official filings for ISTAR SAVINGS AND RETIREMENT PLAN TRUST?
Official Form 5500 filings for ISTAR SAVINGS AND RETIREMENT PLAN TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956881527 or plan name at efast.dol.gov.
How does ISTAR SAVINGS AND RETIREMENT PLAN TRUST compare to other plans?
You can compare ISTAR SAVINGS AND RETIREMENT PLAN TRUST against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 956881527.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.