Profit Sharing · DOL Form 5500 · 2022

Kurt S Adler Inc Profit Sharing Plan

Data updated 2026-08-11

$19M
Total assets
98
Participants
77th
Percentile by assets
$198,023
Avg per participant
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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.

  • 77th percentile by assets (of 139,126 plans)
  • #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.

$19M
total plan assets (2022 EOY)
98
covered participants
77th
percentile by assets (of 139,126 plans)
$198,023
avg assets per participant

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.

State
Industry

Kurt S Adler Inc Profit Sharing Plan vs the 2022 asset distribution

By assets, Kurt S Adler Inc Profit Sharing Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$19M$20M$21M$22M 20222023 $19.4M $21.1M ▲ +8.8%
Total plan assets by year, all Kurt S Adler Inc plans on file
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

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 Pro…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Kurt S Adler Inc Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Kurt S Adler Inc Profit Sharing Plan by total assets, not by location.

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).

Next read for Kurt S Adler Inc Profit Sharing Plan

Scale reading

Ways to act on Kurt S Adler Inc Profit Sharing Plan's numbers.