Profit Sharing · DOL Form 5500 · 2023
Daniel E. Shufler Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $659,949
- Avg per participant High balance/head
Official DOL plan name: Daniel Earl Shufler Md Serp Profit Sharing Plan · Sponsored by Daniel E. Shufler · New Jersey · Healthcare & Social Assistance
$2M in assets, 3 participants
Daniel E. Shufler's Daniel Earl Shufler Md Serp Profit Sharing Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.
- #5,102 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Daniel Earl Shufler Md Serp Profit Sharing Plan holds $2M for 3 participants - about $659,949 per participant, in the lower half of filed plans by assets.
- #5,102
- in Healthcare & Social Assistance (17,684 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Daniel Earl Shufler Md Serp Profit Sharing Plan among the smaller filed plans by assets
Daniel Earl Shufler Md Serp Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,979,846 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Daniel Earl Shufler Md Serp 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. Daniel Earl Shufler Md Serp Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Daniel Earl Shufler Md Serp Profit Sharing Plan reported net income fell from $78K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
- Daniel Earl Shufler Md Serp Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
DOL schedule card
Filing strip 222714765 · Daniel E. Shufler PY 2023 · Profit Sharing
Daniel Earl Shufler Md Serp Profit Sharing Plan · $2M · 3 · 30th
- PHOTO $2M
- PHOTO 3
- PHOTO 30th
- PHOTO Profit Sharing
- PHOTO near Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual
- PHOTO ind #5102
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Daniel Earl Shufler Md Serp Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$70K |
| Employer EIN | 222714765 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Daniel E. Shufler)
Sponsor-wide plan assets over time
All Daniel E. Shufler plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.219819743331133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $2M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Daniel Earl Shufler Md Serp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Merrill Lynch Pierce Fenner Smith, Inc Photo Type Individual in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.