Profit Sharing · DOL Form 5500 · 2023

Roy H. Reeve Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
31
Participants Small participant base
50th
Percentile by assets National rank
$219,662
Avg per participant Above avg balance/head
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Official DOL plan name: Roy H. Reeve Agency, Inc. Profit Sharing Plan · Sponsored by Roy H. Reeve Agency, Inc. · New York · Finance & Insurance

$7M in assets, 31 participants

Roy H. Reeve Agency, Inc.'s Roy H. Reeve Agency, Inc. Profit Sharing Plan reported $7M in total assets and 31 participants in its 2023 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.

  • #3,195 in Finance & Insurance (8,869 peers)

Roy H. Reeve Agency, Inc. multi-year trail

Roy H. Reeve Agency, Inc.'s plans moved +15.7% in assets from 2022 to 2024; this filing shows Roy H. Reeve Agency, Inc. Profit Sharing Plan at $7M / 31 participants.

#3,195
in Finance & Insurance (8,869 peers)
+8.1%
assets growth YoY

Roy H. Reeve Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Roy H. Reeve Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,809,516 Top 50% higher than 50% 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

Roy H. Reeve Agency, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roy H. Reeve Agency, Inc. Profit Sharing Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roy H. Reeve Agency, Inc. Profit Sharing Plan reported net income rose from $414K in the plan year 2022 filing to $511K in the plan year 2023 filing.
  • Roy H. Reeve Agency, Inc. Profit Sharing Plan reported participants rose from 27 in the plan year 2022 filing to 31 in the plan year 2023 filing.
  • Roy H. Reeve Agency, Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112344847 · Roy H. Reeve Agency, Inc. PY 2023 · Profit Sharing

Roy H. Reeve Agency, Inc. Profit Sharing Plan · $7M · 31 · 50th

  • IND $7M
  • IND 31
  • IND 50th
  • IND Profit Sharing
  • IND near Michigan Pediatric Surgery Associates PC Profit Sharing Plan
  • IND ind #3195

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 Finance & Insurance retirement plans → · Plans in New York →

Roy H. Reeve Agency, Inc. Profit Sharing Plan in the asset neighbourhood

W. S. Dodge Oil Co., Inc. Profit Sharing PlanW. S. Dodge Oil Co., Inc. Pr…$7MFernbank Inc. Retirement Plan$7MRoy H. Reeve Agency, Inc. Profit Sharing PlanRoy H. Reeve Agency, Inc. Pr…$7MMichigan Pediatric Surgery Associates PC Profit Sharing PlanMichigan Pediatric Surgery A…$7MC.H. Nickerson & Co. Inc. Prevailing Wage PlanC.H. Nickerson & Co. Inc. Pr…$7M
End-of-year total assets ($M) among Roy H. Reeve Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roy H. Reeve Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roy H. Reeve Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.65821564164106% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.3M $7.29M ▲ +15.7%
Year Plans Participants Total Assets
2022 2 57 $6M
2023 1 31 $7M
2024 1 30 $7M

Roy H. Reeve Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$511K
Employer EIN112344847
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Roy H. Reeve Agency, Inc. 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 ($B) Participants Roy H. Reeve Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.006809516 · Participants: 31Roy H. Reeve Agency, Inc. 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
Roy H. Reeve Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Roy H. Reeve Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Roy H. Reeve Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Michigan Pediatric Surgery Associates PC Profit Sharing Plan in MI ($7M); by covered participants it is Cactus Childrens Clinic, P.C. Profit Sharing Plan in AZ (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Roy H. Reeve Agency, Inc. Profit Sharing Plan assets move in 2023? ▼
Roy H. Reeve Agency, Inc. Profit Sharing Plan grew at a solid clip - up 8.1% during 2023, from $6M to $7M. Reported net income was $511K.
How have Roy H. Reeve Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roy H. Reeve Agency, Inc.'s sponsor-wide assets grew 15.7%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Roy H. Reeve Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Michigan Pediatric Surgery Associates PC Profit Sharing Plan in MI ($7M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Roy H. Reeve Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cactus Childrens Clinic, P.C. Profit Sharing Plan in AZ (31 participants, $3M 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 112344847.

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.