Profit Sharing · DOL Form 5500 · 2023

Michael P. Caffery Attorney at Law Retirement Pl Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Michael P. Caffery Attorney at Law Retirement Plan · Sponsored by Michael P. Caffery Attorney at Law Retirement Pl · New York · Professional & Technical Services

$2M in assets, 1 participants

Michael P. Caffery Attorney at Law Retirement Pl's Michael P. Caffery Attorney at Law Retirement Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,983 in Professional & Technical Services (20,321 peers)

2023 asset change

Michael P. Caffery Attorney at Law Retirement Plan grew at a solid clip 9.6% in 2023 ($2M → $2M) for 1 participant.

#4,983
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY

Michael P. Caffery Attorney at Law Retirement Plan among the smaller filed plans by assets

Michael P. Caffery Attorney at Law Retirement Plan vs every filed plan by assets

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

$1,738,675 29th percentile higher than 29% 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

Michael P. Caffery Attorney at Law Retirement 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. Michael P. Caffery Attorney at Law Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael P. Caffery Attorney at Law Retirement Plan reported net income rose from -$313K in the plan year 2022 filing to $153K in the plan year 2023 filing.
  • Michael P. Caffery Attorney at Law Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161155924 · Michael P. Caffery Attorney at Law Retirement Pl PY 2023 · Profit Sharing

Michael P. Caffery Attorney at Law Retirement Plan · $2M · 1 · 29th

  • SCH $2M
  • EBSA 1
  • PART 29th
  • TYPE Profit Sharing
  • NET near Irwin a. Oberman Profit-Sharing Plan
  • BOOK ind #4983

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 →

Michael P. Caffery Attorney at Law Retirement Plan in the asset neighbourhood

Michael P. Caffery Attorney at Law Retirement PlanMichael P. Caffery Attorney …$2MIrwin a. Oberman Profit-Sharing PlanIrwin a. Oberman Profit-Shar…$2MMartha a Rosenberg Profit Sharing PlanMartha a Rosenberg Profit Sh…$2MWright & Brown Corporation Profit Sharing PlanWright & Brown Corporation P…$2MStellar Designs, Inc. Profit Sharing PlanStellar Designs, Inc. Profit…$2M
End-of-year total assets ($M) among Michael P. Caffery Attorney at Law Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Michael P. Caffery Attorney at Law Retirement Pl years around the 2023 move

Sponsor-wide plan assets over time

All Michael P. Caffery Attorney at Law Retirement Pl plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.856975304126741% vs 2022
2024 filing year
$1.55M$1.6M$1.65M$1.7M$1.75M$1.8M 202220232024 $1.59M $1.71M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$153K
Employer EIN161155924
Plan Effective Date1980-12-19
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Michael P. Caffery Attorney at Law Retirement 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 ($B) Participants Michael P. Caffery Attorney at Law Retirement Plan, Total assets ($B): 0.001738675 · Participants: 1Michael P. Caffery Attorney at Law Retirement 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
Michael P. Caffery Attorney at Law Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Michael P. Caffery Attorney at Law Retirement Plan side-by-side with 3 peers →

Michael P. Caffery Attorney at Law Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Irwin a. Oberman Profit-Sharing Plan in CA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Michael P. Caffery Attorney at Law Retirement Plan assets move in 2023? ▼
Michael P. Caffery Attorney at Law Retirement Plan grew at a solid clip - up 9.6% during 2023, from $2M to $2M. Reported net income was $153K.
How have Michael P. Caffery Attorney at Law Retirement Pl plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael P. Caffery Attorney at Law Retirement Pl's sponsor-wide assets grew 7.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Michael P. Caffery Attorney at Law Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Irwin a. Oberman Profit-Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael P. Caffery Attorney at Law Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 161155924.

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.