Profit Sharing · DOL Form 5500 · 2023

Jeffrey R. Dalaba Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Jeffrey R. Dalaba Ind 401(k) Plan · Sponsored by Jeffrey R. Dalaba · New York · Finance & Insurance

$2M in assets, 1 participants

Jeffrey R. Dalaba's Jeffrey R. Dalaba Ind 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,968 in Finance & Insurance (8,869 peers)

Jeffrey R. Dalaba multi-year trail

Jeffrey R. Dalaba's plans moved +91.7% in assets from 2022 to 2024; this filing shows Jeffrey R. Dalaba Ind 401(k) Plan at $2M / 1 participant.

#1,968
in Finance & Insurance (8,869 peers)
+48.3%
assets growth YoY

Jeffrey R. Dalaba Ind 401(k) Plan among the smaller filed plans by assets

Jeffrey R. Dalaba Ind 401(k) Plan vs every filed plan by assets

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

$2,341,820 32nd percentile higher than 32% 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

Jeffrey R. Dalaba Ind 401(k) 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. Jeffrey R. Dalaba Ind 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeffrey R. Dalaba Ind 401(k) Plan reported net income rose from -$593K in the plan year 2022 filing to $762K in the plan year 2023 filing.
  • Jeffrey R. Dalaba Ind 401(k) 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 →

Form 5500 schedule snapshot

Filing strip 900443001 · Jeffrey R. Dalaba PY 2023 · Profit Sharing

Jeffrey R. Dalaba Ind 401(k) Plan · $2M · 1 · 32nd

  • EIN $2M
  • EIN 1
  • EIN 32nd
  • EIN Profit Sharing
  • EIN near Jay Tee Supply Company Profit Sharing Trust & Retirement Plan
  • EIN ind #1968

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 →

Jeffrey R. Dalaba Ind 401(k) Plan in the asset neighbourhood

Jeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$2MJay Tee Supply Company Profit Sharing Trust & Retirement PlanJay Tee Supply Company Profi…$2MNational Artists Corporation Profit Sharing Plan and TrustNational Artists Corporation…$2MCail Tool & Machinery, Inc. Profit Sharing PlanCail Tool & Machinery, Inc. …$2MHanna and Morton, LLP Profit Sharing Plan for Selected EmployeesHanna and Morton, LLP Profit…$2M
End-of-year total assets ($M) among Jeffrey R. Dalaba Ind 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Jeffrey R. Dalaba multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey R. Dalaba plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.73670727058827% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.58M $3.03M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Jeffrey R. Dalaba filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$762K
Employer EIN900443001
Plan Effective Date2018-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Jeffrey R. Dalaba Ind 401(k) 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 ($B) Participants Jeffrey R. Dalaba Ind 401(k) Plan, Total assets ($B): 0.00234182 · Participants: 1Jeffrey R. Dalaba Ind 401(k) 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
Jeffrey R. Dalaba Ind 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Jeffrey R. Dalaba Ind 401(k) Plan side-by-side with 3 peers →

Jeffrey R. Dalaba Ind 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Jay Tee Supply Company Profit Sharing Trust & Retirement 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 Jeffrey R. Dalaba Ind 401(k) Plan assets move in 2023? ▼
Jeffrey R. Dalaba Ind 401(k) Plan surged - up 48.3% during 2023, from $2M to $2M. Reported net income was $762K.
How have Jeffrey R. Dalaba plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey R. Dalaba's sponsor-wide assets grew 91.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jeffrey R. Dalaba Ind 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jay Tee Supply Company Profit Sharing Trust & Retirement Plan in CA ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey R. Dalaba Ind 401(k) 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 900443001.

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.