Profit Sharing · DOL Form 5500 · 2022
Daniel S Natchez & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $943K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $471,301
- Avg per participant High balance/head
Official DOL plan name: Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust · Sponsored by Daniel S Natchez & Associates, Inc. · New York · Professional & Technical Services
$943K in assets, 2 participants
Daniel S Natchez & Associates, Inc.'s Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust reported $943K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #4,439 in Professional & Technical Services (21,562 peers)
Daniel S Natchez & Associates, Inc. multi-year trail
Daniel S Natchez & Associates, Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust at $943K / 2 participants.
- #4,439
- in Professional & Technical Services (21,562 peers)
- -2.3%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust among the smaller filed plans by assets
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$942,601 24th percentile higher than 24% 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
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 133190422 · Daniel S Natchez & Associates, Inc. PY 2022 · Profit Sharing
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust · $943K · 2 · 24th
- SCH $943K
- EBSA 2
- PART 24th
- TYPE Profit Sharing
- NET near Elkins Regional Convalescent Center Retirement Savings Plan
- BOOK ind #4439
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 →
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust in the asset neighbourhood
Daniel S Natchez & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Daniel S Natchez & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 17.784831545903305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $943K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Daniel S Natchez & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $965K |
|---|---|
| Net Assets (End of Year) | $943K |
| Net Income | -$23K |
| Employer EIN | 133190422 |
| Plan Effective Date | 1984-01-01 |
| 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
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Elkins Regional Convalescent Center Retirement Savings Plan in WV ($943K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($943K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.