Profit Sharing · DOL Form 5500 · 2022
Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $338,575
- Avg per participant High balance/head
Official DOL plan name: Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan · Sponsored by Covey Roberts & Carmody-Roberts, LLC · New York · Professional & Technical Services
$1M in assets, 4 participants
Covey Roberts & Carmody-Roberts, LLC's Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,319 in Professional & Technical Services (21,562 peers)
Covey Roberts & Carmody-Roberts, LLC multi-year trail
Covey Roberts & Carmody-Roberts, LLC's plans moved +14.2% in assets from 2022 to 2023; this filing shows Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan at $1M / 4 participants.
- #5,319
- in Professional & Technical Services (21,562 peers)
- -22.6%
- assets change YoY
The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan among the smaller filed plans by assets
Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,354,298 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Covey Roberts & Carmody-Roberts, LLC Profit Sharing 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. Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 452429796 · Covey Roberts & Carmody-Roberts, LLC PY 2022 · Profit Sharing
Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan · $1M · 4 · 28th
- IND $1M
- IND 4
- IND 28th
- IND Profit Sharing
- IND near J&l Investment Properties, Inc. Profit Sharing Plan and Trust
- IND ind #5319
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 →
Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan in the asset neighbourhood
Covey Roberts & Carmody-Roberts, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Covey Roberts & Carmody-Roberts, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 14.206582428936464% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $2M |
| 2023 | 2 | 3 | $2M |
Covey Roberts & Carmody-Roberts, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$396K |
| Employer EIN | 452429796 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Covey Roberts & Carmody-Roberts, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is J&l Investment Properties, Inc. Profit Sharing Plan and Trust in NJ ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Arz Education Retirement Plan (CA) 4 · 0 off
- Precision Signs, Inc. Retirement Plan (NC) 4 · 0 off
- Herms Lumber Sales, Inc. Profit Sharing Plan (CA) 4 · 0 off
- Reed & Reed Profit Sharing Plan (TX) 4 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.