Profit Sharing · DOL Form 5500 · 2022
Shefa School Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $47,814
- Avg per participant Low balance/head
Official DOL plan name: Shefa School 403(b) Plan · Sponsored by Shefa School · New York · Educational Services
$5M in assets, 103 participants
Shefa School's Shefa School 403(b) Plan reported $5M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #1,411 in Educational Services (4,024 peers)
Coverage in New York
Shefa School 403(b) Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #1,411
- in Educational Services (4,024 peers)
- +44.0%
- assets growth YoY
Shefa School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Shefa School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,924,813 Top 50% higher than 50% 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
Shefa School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shefa School 403(b) Plan sits mid-pack in the medium band (103 participants).
EBSA filing schedule strip
Filing strip 472048496 · Shefa School PY 2022 · Profit Sharing
Shefa School 403(b) Plan · $5M · 103 · 50th
- PHOTO $5M
- PHOTO 103
- PHOTO 50th
- PHOTO Profit Sharing
- PHOTO near M & O Enterprises, LLC Profit Sharing Plan
- PHOTO ind #1411
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 Educational Services retirement plans → · Plans in New York →
Shefa School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 472048496 |
| Plan Effective Date | 2015-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shefa School)
Sponsor-wide plan assets over time
All Shefa School plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 65.19291189330437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $5M |
| 2023 | 1 | 114 | $7M |
| 2024 | 1 | 119 | $8M |
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
Shefa School 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is M & O Enterprises, LLC Profit Sharing Plan in AL ($5M); by covered participants it is Expressions Profit Sharing Plan in RI (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.