Profit Sharing · DOL Form 5500 · 2022

Kurt S Adler Inc Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
98
Participants Small participant base
77th
Percentile by assets National rank
$198,023
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kurt S Adler Inc Profit Sharing Plan · Sponsored by Kurt S Adler Inc · New York · Wholesale Trade

$19M in assets, 98 participants

Kurt S Adler Inc's Kurt S Adler Inc Profit Sharing Plan reported $19M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,078 in Wholesale Trade (6,843 peers)

Where Kurt S Adler Inc Profit Sharing Plan sits by assets

Kurt S Adler Inc Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 98 participants (~$198,023/participant), down 5.6% in 2022.

#5,078
in Wholesale Trade (6,843 peers)
-5.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kurt S Adler Inc Profit Sharing Plan's outsized position by total assets

Kurt S Adler Inc Profit Sharing Plan vs every filed plan by assets

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

$19,406,248 Top 23% higher than 77% 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

Kurt S Adler 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. Kurt S Adler Inc Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 135654539 · Kurt S Adler Inc PY 2022 · Profit Sharing

Kurt S Adler Inc Profit Sharing Plan · $19M · 98 · 77th

  • EOY $19M
  • EOY 98
  • EOY 77th
  • EOY Profit Sharing
  • EOY near Battle Ground Academy Pension Plan
  • EOY ind #5078

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 Wholesale Trade retirement plans → · Plans in New York →

Kurt S Adler Inc Profit Sharing Plan in the asset neighbourhood

Hampton Tedder Electric Company Profit Sharing PlanHampton Tedder Electric Comp…$19MJ G Maclellan Concrete Co Inc. Profit Sharing PlanJ G Maclellan Concrete Co In…$19MSegerstrom Center for the Arts 403(b) Retirement PlanSegerstrom Center for the Ar…$19MKurt S Adler Inc Profit Sharing PlanKurt S Adler Inc Profit Shar…$19MBattle Ground Academy Pension PlanBattle Ground Academy Pensio…$19M
End-of-year total assets ($M) among Kurt S Adler Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN135654539
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kurt S Adler Inc)

Sponsor-wide plan assets over time

All Kurt S Adler Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 8.772937458080511% vs 2022
2023 filing year
$19M$20M$21M$22M 20222023 $19.4M $21.1M ▲ +8.8%
Year Plans Participants Total Assets
2022 1 98 $19M
2023 1 89 $21M

Nearby Profit Sharing Plans in New York

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

Kurt S Adler 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 ($B) Participants Kurt S Adler Inc Profit Sharing Plan, Total assets ($B): 0.019406248 · Participants: 98Kurt S Adler 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
Kurt S Adler Inc Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Kurt S Adler Inc Profit Sharing Plan side-by-side with 3 peers →

Kurt S Adler 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 Battle Ground Academy Pension Plan in TN ($19M); by covered participants it is The Carpenter Group Profit Sharing Plan in CA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Kurt S Adler Inc Profit Sharing Plan assets move in 2022? ▼
Kurt S Adler Inc Profit Sharing Plan pulled back noticeably - down 5.6% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Kurt S Adler Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Kurt S Adler Inc's sponsor-wide assets grew 8.8%, from $19M to $21M.
Where does Kurt S Adler Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kurt S Adler Inc Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Kurt S Adler Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Battle Ground Academy Pension Plan in TN ($19M, 205 participants).
Which Profit Sharing plans cover a similar participant headcount to Kurt S Adler Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Carpenter Group Profit Sharing Plan in CA (98 participants, $10M 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 135654539.

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.