Profit Sharing · DOL Form 5500 · 2023

Ajg Tax Consulting Corp. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
43rd
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Ajg Tax Consulting Corp. Profit Sharing Plan · Sponsored by Ajg Tax Consulting Corp. · New York · Professional & Technical Services

$5M in assets, 2 participants

Ajg Tax Consulting Corp.'s Ajg Tax Consulting Corp. Profit Sharing Plan reported $5M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,369 in Professional & Technical Services (20,321 peers)

Ajg Tax Consulting Corp. multi-year trail

Ajg Tax Consulting Corp.'s plans moved +45.8% in assets from 2022 to 2024; this filing shows Ajg Tax Consulting Corp. Profit Sharing Plan at $5M / 2 participants.

#8,369
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY

Ajg Tax Consulting Corp. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ajg Tax Consulting Corp. Profit Sharing Plan vs every filed plan by assets

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

$4,779,418 43rd percentile higher than 43% 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

Ajg Tax Consulting Corp. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ajg Tax Consulting Corp. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ajg Tax Consulting Corp. Profit Sharing Plan reported net income rose from -$328K in the plan year 2022 filing to $916K in the plan year 2023 filing.
  • Ajg Tax Consulting Corp. Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133104098 · Ajg Tax Consulting Corp. PY 2023 · Profit Sharing

Ajg Tax Consulting Corp. Profit Sharing Plan · $5M · 2 · 43rd

  • PART $5M
  • TYPE 2
  • NET 43rd
  • BOOK Profit Sharing
  • VS-ST near Stanton Law Corporation Profit Sharing Plan
  • BOY ind #8369

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 →

Ajg Tax Consulting Corp. Profit Sharing Plan in the asset neighbourhood

Ajg Tax Consulting Corp. Profit Sharing PlanAjg Tax Consulting Corp. Pro…$5MStanton Law Corporation Profit Sharing PlanStanton Law Corporation Prof…$5MLouisiana Wholesale Drug Co. Inc. Profit Sharing PlanLouisiana Wholesale Drug Co.…$5MAbdallah E. Zamaria, M.D. & Barbara Henike, M.D., P.C. Employees Profit-Sharing Plan and TrustAbdallah E. Zamaria, M.D. & …$5MDefined Contribution Pension Plan for Employees of Jewish Association for Residential Care (Jarc)Defined Contribution Pension…$5M
End-of-year total assets ($M) among Ajg Tax Consulting Corp. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ajg Tax Consulting Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Ajg Tax Consulting Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 45.81794319898218% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.86M $5.63M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $5M
2024 1 2 $6M

Ajg Tax Consulting Corp. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$916K
Employer EIN133104098
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Ajg Tax Consulting Corp. Profit Sharing Plan 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 ($B) Participants Ajg Tax Consulting Corp. Profit Sharing Plan, Total assets ($B): 0.004779418 · Participants: 2Ajg Tax Consulting Corp. Profit Sharing PlanAnnuity 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
Ajg Tax Consulting Corp. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Ajg Tax Consulting Corp. Profit Sharing Plan side-by-side with 3 peers →

Ajg Tax Consulting Corp. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Stanton Law Corporation Profit Sharing Plan in CA ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ajg Tax Consulting Corp. Profit Sharing Plan assets move in 2023? ▼
Ajg Tax Consulting Corp. Profit Sharing Plan grew sharply - up 23.7% during 2023, from $4M to $5M. Reported net income was $916K.
How have Ajg Tax Consulting Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ajg Tax Consulting Corp.'s sponsor-wide assets grew 45.8%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Ajg Tax Consulting Corp. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Stanton Law Corporation Profit Sharing Plan in CA ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Ajg Tax Consulting Corp. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 133104098.

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.