Profit Sharing · DOL Form 5500 · 2022

Poten & Partners Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
52
Participants Small participant base
69th
Percentile by assets National rank
$238,894
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Poten & Partners Group, Inc. Profit Sharing Plan · Sponsored by Poten & Partners Group, Inc. · New York · Transportation & Warehousing

$12M in assets, 52 participants

Poten & Partners Group, Inc.'s Poten & Partners Group, Inc. Profit Sharing Plan reported $12M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,743 in Transportation & Warehousing (3,876 peers)

Poten & Partners Group, Inc. multi-year trail

Poten & Partners Group, Inc.'s plans moved -98.7% in assets from 2022 to 2024; this filing shows Poten & Partners Group, Inc. Profit Sharing Plan at $12M / 52 participants.

#2,743
in Transportation & Warehousing (3,876 peers)
+248.3%
assets growth YoY

Poten & Partners Group, Inc. Profit Sharing Plan's outsized position by total assets

Poten & Partners Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$12,422,467 Top 31% higher than 69% 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

Poten & Partners Group, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poten & Partners Group, Inc. Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 450576511 · Poten & Partners Group, Inc. PY 2022 · Profit Sharing

Poten & Partners Group, Inc. Profit Sharing Plan · $12M · 52 · 69th

  • RANK $12M
  • PHOTO 52
  • IND 69th
  • EOY Profit Sharing
  • 5500 near Moody Dunbar, Inc. Profit Sharing Plan
  • ASSETS ind #2743

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 Transportation & Warehousing retirement plans → · Plans in New York →

Poten & Partners Group, Inc. Profit Sharing Plan in the asset neighbourhood

Bernhard Farms Inc Profit Sharing PlanBernhard Farms Inc Profit Sh…$12MMoody Dunbar, Inc. Profit Sharing PlanMoody Dunbar, Inc. Profit Sh…$12MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$12MPoten & Partners Group, Inc. Profit Sharing PlanPoten & Partners Group, Inc.…$12MFirst Medical Health Retirement Savings PlanFirst Medical Health Retirem…$12M
End-of-year total assets ($M) among Poten & Partners Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Poten & Partners Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Poten & Partners Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$157K 98.7327074404786% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.4M $0.16M ▼ -98.7%
Year Plans Participants Total Assets
2022 1 52 $12M
2023 1 47 $142K
2024 1 44 $157K

Poten & Partners Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$12M
Net Income$9M
Employer EIN450576511
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Poten & Partners Group, Inc. 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 ($B) Participants Poten & Partners Group, Inc. Profit Sharing Plan, Total assets ($B): 0.012422467 · Participants: 52Poten & Partners Group, Inc. 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
Poten & Partners Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Poten & Partners Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Poten & Partners Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Moody Dunbar, Inc. Profit Sharing Plan in TN ($12M); by covered participants it is Advanced Project Solutions 401(k) Plan in WI (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Poten & Partners Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Poten & Partners Group, Inc. Profit Sharing Plan surged - up 248.3% during 2022, from $4M to $12M. Reported net income was $9M.
How have Poten & Partners Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Poten & Partners Group, Inc.'s sponsor-wide assets declined 98.7%, from $12M to $157K.
Which Profit Sharing plans are similar in size to Poten & Partners Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Moody Dunbar, Inc. Profit Sharing Plan in TN ($12M, 195 participants).
Which Profit Sharing plans cover a similar participant headcount to Poten & Partners Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Advanced Project Solutions 401(k) Plan in WI (52 participants, $725K 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 450576511.

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.