Profit Sharing · DOL Form 5500 · 2022
Poten & Partners Group, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $12M
- Total assets
- 52
- Participants
- 69th
- Percentile by assets
- $238,894
- Avg per participant
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.
- 69th percentile by assets (of 139,126 plans)
- #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.
- $12M
- total plan assets (2022 EOY)
- 52
- covered participants
- 69th
- percentile by assets (of 139,126 plans)
- $238,894
- avg assets per participant
Poten & Partners Group, Inc. across 3 plan years on file
Across the 3 plan years Poten & Partners Group, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $157K, a decline of 98.7%, while reported participants moved from 52 to 44 (-15.4%). Peak year by sponsor assets: 2022 ($12M); trough: 2023 ($142K).
Poten & Partners Group, Inc. multi-year asset trail
| 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 EIN | 450576511 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Poten & Partners Group, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Poten & Partners Group, Inc. Profit Sharing Plan's numbers.
- By total assets, Poten & Partners Group, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Poten & Partners Group, Inc.'s sponsor-wide assets have declined 98.7% since 2022 across 3 plan years on file. More Transportation & Warehousing plans