Profit Sharing · DOL Form 5500 · 2023

Joel I Banker Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.2M
Avg per participant High balance/head
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Official DOL plan name: Joel I. Banker Inc. - Profit Sharing Plan · Sponsored by Joel I Banker Profit Sharing Plan · Connecticut · Real Estate

$4M in assets, 2 participants

Joel I Banker Profit Sharing Plan's Joel I. Banker Inc. - Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,915 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Joel I. Banker Inc. - Profit Sharing Plan ranks #2,915 of 4,727 2023 filers by assets (590% of the sector average)-$4M for 2 participants.

#2,915
in Real Estate (4,727 peers)
+21.0%
assets growth YoY

Joel I. Banker Inc. - Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Joel I. Banker Inc. - Profit Sharing Plan vs every filed plan by assets

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

$4,399,222 42nd percentile higher than 42% 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

Joel I. Banker Inc. - 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. Joel I. Banker Inc. - 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

  • Joel I. Banker Inc. - Profit Sharing Plan reported net income rose from -$850K in the plan year 2022 filing to $763K in the plan year 2023 filing.
  • Joel I. Banker Inc. - Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132550375 · Joel I Banker Profit Sharing Plan PY 2023 · Profit Sharing

Joel I. Banker Inc. - Profit Sharing Plan · $4M · 2 · 42nd

  • ASSETS $4M
  • ASSETS 2
  • ASSETS 42nd
  • ASSETS Profit Sharing
  • ASSETS near Allergy & Asthma Consultants 401(k) Profit Sharing Plan
  • ASSETS ind #2915

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 Real Estate retirement plans → · Plans in Connecticut →

Joel I. Banker Inc. - Profit Sharing Plan in the asset neighbourhood

Joel I. Banker Inc. - Profit Sharing PlanJoel I. Banker Inc. - Profit…$4MAllergy & Asthma Consultants 401(k) Profit Sharing PlanAllergy & Asthma Consultants…$4MBeroset and Keene Profit Sharing Plan and TrustBeroset and Keene Profit Sha…$4MCrooks Farms, Inc. Profit Sharing PlanCrooks Farms, Inc. Profit Sh…$4MKennen Consulting Services Profit Sharing PlanKennen Consulting Services P…$4M
End-of-year total assets ($M) among Joel I. Banker Inc. - Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$763K
Employer EIN132550375
Plan Effective Date1966-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Joel I Banker Profit Sharing Plan)

Sponsor-wide plan assets over time

All Joel I Banker Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.56460821240309% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.64M $5.11M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Nearby Profit Sharing Plans in Connecticut

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

Joel I. Banker Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Joel I. Banker Inc. - Profit Sharing Plan, Total assets ($B): 0.004399222 · Participants: 2Joel I. Banker Inc. - Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.288455949 · Participants: 11025North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.466980856 · Participants: 3094Connecticut Children's Retirement Savings PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.449271257 · Participants: 989The Lee Company Profit Sharing PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.245691491 · Participants: 2559Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.24493598 · Participants: 3065Connecticut Laborers' Annuity Plan
Joel I. Banker Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Joel I. Banker Inc. - Profit Sharing Plan side-by-side with 3 peers →

Joel I. Banker Inc. - Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Allergy & Asthma Consultants 401(k) Profit Sharing Plan in CA ($4M); 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 Joel I. Banker Inc. - Profit Sharing Plan assets move in 2023? ▼
Joel I. Banker Inc. - Profit Sharing Plan grew sharply - up 21.0% during 2023, from $4M to $4M. Reported net income was $763K.
How have Joel I Banker Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel I Banker Profit Sharing Plan's sponsor-wide assets grew 40.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Joel I. Banker Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Allergy & Asthma Consultants 401(k) Profit Sharing Plan in CA ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel I. Banker Inc. - 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 132550375.

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.