Profit Sharing · DOL Form 5500 · 2022

Ellen S. Naidorf Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
50th
Percentile by assets National rank
$4.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellen S. Naidorf Profit Sharing Keogh Retirement Plan · Sponsored by Ellen S. Naidorf · Connecticut · Healthcare & Social Assistance

$5M in assets, 1 participants

Ellen S. Naidorf's Ellen S. Naidorf Profit Sharing Keogh Retirement Plan reported $5M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,127 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan declined sharply 15.6% in 2022 ($6M → $5M) for 1 participant.

#11,127
in Healthcare & Social Assistance (20,060 peers)
-15.6%
assets change YoY

The plan reported a net loss of $897K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan vs every filed plan by assets

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

$4,847,470 Top 50% higher than 50% 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

Ellen S. Naidorf Profit Sharing Keogh 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. Ellen S. Naidorf Profit Sharing Keogh Retirement Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 061138825 · Ellen S. Naidorf PY 2022 · Profit Sharing

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan · $5M · 1 · 50th

  • BOY $5M
  • SCH 1
  • EBSA 50th
  • PART Profit Sharing
  • TYPE near Texas-Lehigh Cement Company Profit Sharing and Retirement Plan
  • NET ind #11127

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 Connecticut →

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan in the asset neighbourhood

Asbestos Workers Local 133 Retirement PlanAsbestos Workers Local 133 R…$5MBasic Profit Sharing Plan$5MEllen S. Naidorf Profit Sharing Keogh Retirement PlanEllen S. Naidorf Profit Shar…$5MTexas-Lehigh Cement Company Profit Sharing and Retirement PlanTexas-Lehigh Cement Company …$5MJerome C. Kayatta, D. D. S. , P. a. Retirement PlanJerome C. Kayatta, D. D. S. …$5M
End-of-year total assets ($M) among Ellen S. Naidorf Profit Sharing Keogh Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ellen S. Naidorf years around the 2022 move

Sponsor-wide plan assets over time

All Ellen S. Naidorf plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.806985912238757% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M 202220232024 $4.85M $5.27M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 1 $5M

2022 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$897K
Employer EIN061138825
Plan Effective Date1982-12-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Ellen S. Naidorf Profit Sharing Keogh Retirement Plan, Total assets ($B): 0.00484747 · Participants: 1Ellen S. Naidorf Profit Sharing Keogh Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Ellen S. Naidorf Profit Sharing Keogh Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Texas-Lehigh Cement Company Profit Sharing and Retirement Plan in TX ($5M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ellen S. Naidorf Profit Sharing Keogh Retirement Plan assets move in 2022? ▼
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan declined sharply - down 15.6% during 2022, from $6M to $5M. Reported net income was -$897K.
How have Ellen S. Naidorf plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellen S. Naidorf's sponsor-wide assets grew 8.8%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Ellen S. Naidorf Profit Sharing Keogh Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Texas-Lehigh Cement Company Profit Sharing and Retirement Plan in TX ($5M, 31 participants).
Which Profit Sharing plans cover a similar participant headcount to Ellen S. Naidorf Profit Sharing Keogh Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).