Defined Benefit (Pension) · DOL Form 5500 · 2022

Herschel Kulefsky, Esq. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
44th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Herschel Kulefsky, Esq. Retirement Plan · Sponsored by Herschel Kulefsky, Esq. · New York · Professional & Technical Services

$4M in assets, 3 participants

Herschel Kulefsky, Esq.'s Herschel Kulefsky, Esq. Retirement Plan reported $4M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,953 in Professional & Technical Services (21,562 peers)

Herschel Kulefsky, Esq. multi-year trail

Herschel Kulefsky, Esq.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Herschel Kulefsky, Esq. Retirement Plan at $4M / 3 participants.

#8,953
in Professional & Technical Services (21,562 peers)
-14.9%
assets change YoY

The plan reported a net loss of $636K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herschel Kulefsky, Esq. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Herschel Kulefsky, Esq. Retirement Plan vs every filed plan by assets

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

$3,622,440 44th percentile higher than 44% 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

Herschel Kulefsky, Esq. 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. Herschel Kulefsky, Esq. Retirement Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 133695953 · Herschel Kulefsky, Esq. PY 2022 · Defined Benefit (Pension)

Herschel Kulefsky, Esq. Retirement Plan · $4M · 3 · 44th

  • PART $4M
  • TYPE 3
  • NET 44th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Lesaffre Yeast Corporation Milwaukee Pension Plan
  • BOY ind #8953

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 →

Herschel Kulefsky, Esq. Retirement Plan in the asset neighbourhood

Dawn-Iue Local No. 697 Pension PlanDawn-Iue Local No. 697 Pensi…$4MHancock Communities, LLC Defined Benefit PlanHancock Communities, LLC Def…$4MTesser, LLC Defined Benefit Pension PlanTesser, LLC Defined Benefit …$4MHerschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$4MLesaffre Yeast Corporation Milwaukee Pension PlanLesaffre Yeast Corporation M…$4M
End-of-year total assets ($M) among Herschel Kulefsky, Esq. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Herschel Kulefsky, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Herschel Kulefsky, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.76831768522152% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.52M $6.1M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 6 $5M
2023 2 6 $6M
2024 2 6 $6M

Herschel Kulefsky, Esq. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$636K
Employer EIN133695953
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Herschel Kulefsky, Esq. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Herschel Kulefsky, Esq. Retirement Plan, Total assets ($B): 0.00362244 · Participants: 3Herschel Kulefsky, Esq. Retirement PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Herschel Kulefsky, Esq. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Herschel Kulefsky, Esq. Retirement Plan side-by-side with 3 peers →

Herschel Kulefsky, Esq. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Lesaffre Yeast Corporation Milwaukee Pension Plan in WI ($4M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Herschel Kulefsky, Esq. Retirement Plan assets move in 2022? ▼
Herschel Kulefsky, Esq. Retirement Plan pulled back noticeably - down 14.9% during 2022, from $4M to $4M. Reported net income was -$636K.
How have Herschel Kulefsky, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herschel Kulefsky, Esq.'s sponsor-wide assets grew 34.8%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Herschel Kulefsky, Esq. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lesaffre Yeast Corporation Milwaukee Pension Plan in WI ($4M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Herschel Kulefsky, Esq. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K 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 133695953.

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.