Profit Sharing · DOL Form 5500 · 2022

Leonard M. Kagan, M.D., P.C. Profit Sharing Plan

Data updated 2026-08-25

$604K
Total assets Small plan by assets
N/A
Participants Small participant base
20th
Percentile by assets National rank
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Official DOL plan name: Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan · Sponsored by Leonard M. Kagan, M.D., P.C. · New York · Healthcare & Social Assistance

$604K in assets, N/A participants

Leonard M. Kagan, M.D., P.C.'s Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan reported $604K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,226 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan declined sharply 19.3% in 2022 ($749K → $604K) for N/A participants.

#3,226
in Healthcare & Social Assistance (20,060 peers)
-19.3%
assets change YoY

The plan reported a net loss of $145K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan among the smaller filed plans by assets

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan vs every filed plan by assets

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

$604,007 20th percentile higher than 20% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 112606557 · Leonard M. Kagan, M.D., P.C. PY 2022 · Profit Sharing

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan · $604K · N/A · 20th

  • BOY $604K
  • SCH N/A
  • EBSA 20th
  • PART Profit Sharing
  • TYPE near Kejem Inc. Retirement Plan
  • NET ind #3226

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 →

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan in the asset neighbourhood

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing PlanLeonard M. Kagan, M.D., P.C.…$604KKejem Inc. Retirement Plan$604KNalu 'aio, Inc. Retirement PlanNalu 'aio, Inc. Retirement P…$604KRoberson Resources, Inc. Retirement PlanRoberson Resources, Inc. Ret…$604KCook and Sons Construction, LLC Profit Sharing PlanCook and Sons Construction, …$604K
End-of-year total assets ($M) among Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Leonard M. Kagan, M.D., P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Leonard M. Kagan, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M$0.8M 20222023 $0.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $604K
2023 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$749K
Net Assets (End of Year)$604K
Net Income-$145K
Employer EIN112606557
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan 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 ($B) Participants Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan, Total assets ($B): 0.000604007 · Participants: 0Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing PlanAnnuity 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
Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan side-by-side with 3 peers →

Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets

Outside New York, the nearest Profit Sharing by end-of-year assets is Kejem Inc. Retirement Plan in FL at $604K (this filing: $604K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($604K here).

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 Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan assets move in 2022? ▼
Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan declined sharply - down 19.3% during 2022, from $749K to $604K. Reported net income was -$145K.
Where does Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Leonard M. Kagan, M.D., P.C. Retirement Trust Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kejem Inc. Retirement Plan in FL ($604K, 5 participants).

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 112606557.

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.