Profit Sharing · DOL Form 5500 · 2023

Donnelly Mechanical Corp. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
151
Participants Small participant base
40th
Percentile by assets National rank
$26,171
Avg per participant Low balance/head
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Official DOL plan name: Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees · Sponsored by Donnelly Mechanical Corp. · New York · Construction

$4M in assets, 151 participants

Donnelly Mechanical Corp.'s Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported $4M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,432 in Construction (9,030 peers)

Coverage in New York

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees covers 151 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $4M.

#3,432
in Construction (9,030 peers)
+8.9%
assets growth YoY

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees's mid-pack asset rank among Construction and all filers

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,951,801 40th percentile higher than 40% of 127,068 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 2023

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported net income rose from -$926K in the plan year 2022 filing to $324K in the plan year 2023 filing.
  • Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported participants rose from 147 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112957503 · Donnelly Mechanical Corp. PY 2023 · Profit Sharing

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees · $4M · 151 · 40th

  • IND $4M
  • EOY 151
  • 5500 40th
  • ASSETS Profit Sharing
  • PCT near Drugstrategies Defined Contribution Retirement Plan
  • EIN ind #3432

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 Construction retirement plans → · Plans in New York →

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in the asset neighbourhood

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Profit Sharing Plan and Trus…$4MC. Jeffrey Carlson, M.D. Profit Sharing PlanC. Jeffrey Carlson, M.D. Pro…$4MDonnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesDonnelly Mechanical Corp. Pr…$4MDrugstrategies Defined Contribution Retirement PlanDrugstrategies Defined Contr…$4MRobert G. Panagulias Profit Sharing PlanRobert G. Panagulias Profit …$4M
End-of-year total assets ($M) among Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$324K
Employer EIN112957503
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelly Mechanical Corp.)

Sponsor-wide plan assets over time

All Donnelly Mechanical Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.918632667389035% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.63M $4.02M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 147 $4M
2023 1 151 $4M
2024 1 134 $4M

Nearby Profit Sharing Plans in New York

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

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees, Total assets ($B): 0.003951801 · Participants: 151Donnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees side-by-side with 3 peers →

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Drugstrategies Defined Contribution Retirement Plan in DC ($4M); by covered participants it is Visioncorps Tax Shelter Annuity Plan in PA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees assets move in 2023? ▼
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees grew at a solid clip - up 8.9% during 2023, from $4M to $4M. Reported net income was $324K.
How have Donnelly Mechanical Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly Mechanical Corp.'s sponsor-wide assets grew 10.9%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Drugstrategies Defined Contribution Retirement Plan in DC ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Visioncorps Tax Shelter Annuity Plan in PA (151 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112957503.

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.