Profit Sharing · DOL Form 5500 · 2023

Kersner Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$499,362
Avg per participant High balance/head
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Official DOL plan name: Kersner Profit Sharing Trust · Sponsored by Kersner Profit Sharing Plan · New York · Retail Trade

$1M in assets, 3 participants

Kersner Profit Sharing Plan's Kersner Profit Sharing Trust reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,339 in Retail Trade (8,414 peers)

Kersner Profit Sharing Plan multi-year trail

Kersner Profit Sharing Plan's plans moved +93.5% in assets from 2022 to 2024; this filing shows Kersner Profit Sharing Trust at $1M / 3 participants.

#3,339
in Retail Trade (8,414 peers)
+43.8%
assets growth YoY

Kersner Profit Sharing Trust among the smaller filed plans by assets

Kersner Profit Sharing Trust vs every filed plan by assets

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

$1,498,085 27th percentile higher than 27% 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

Kersner Profit Sharing Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kersner Profit Sharing Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kersner Profit Sharing Trust reported net income rose from -$526K in the plan year 2022 filing to $456K in the plan year 2023 filing.
  • Kersner Profit Sharing Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112150742 · Kersner Profit Sharing Plan PY 2023 · Profit Sharing

Kersner Profit Sharing Trust · $1M · 3 · 27th

  • VS-ST $1M
  • BOY 3
  • SCH 27th
  • EBSA Profit Sharing
  • PART near Scm, LLC Restated Profit Sharing Plan and Trust
  • TYPE ind #3339

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 Retail Trade retirement plans → · Plans in New York →

Kersner Profit Sharing Trust in the asset neighbourhood

Kersner Profit Sharing Trust$1MScm, LLC Restated Profit Sharing Plan and TrustScm, LLC Restated Profit Sha…$1MMorning Glory Solutions, Inc. Profit Sharing PlanMorning Glory Solutions, Inc…$1MFirst Southern, LLC 1081. 01(D) Retirement PlanFirst Southern, LLC 1081. 01…$1MMark L. Tindall, M. D. 401(k) Profit Sharing PlanMark L. Tindall, M. D. 401(k…$1M
End-of-year total assets ($M) among Kersner Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Kersner Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Kersner Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$2M 93.53636037267486% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $1.04M $2.02M ▲ +94.2%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Kersner Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$456K
Employer EIN112150742
Plan Effective Date1968-12-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Kersner Profit Sharing Trust 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 ($B) Participants Kersner Profit Sharing Trust, Total assets ($B): 0.001498085 · Participants: 3Kersner Profit Sharing TrustAnnuity 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
Kersner Profit Sharing Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Kersner Profit Sharing Trust side-by-side with 3 peers →

Kersner Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Scm, LLC Restated Profit Sharing Plan and Trust in CO ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Kersner Profit Sharing Trust assets move in 2023? ▼
Kersner Profit Sharing Trust surged - up 43.8% during 2023, from $1M to $1M. Reported net income was $456K.
How have Kersner Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kersner Profit Sharing Plan's sponsor-wide assets grew 93.5%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Kersner Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Scm, LLC Restated Profit Sharing Plan and Trust in CO ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Kersner Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 112150742.

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.