Profit Sharing · DOL Form 5500 · 2022

Shield of David, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
132
Participants Small participant base
30th
Percentile by assets National rank
$12,036
Avg per participant Low balance/head
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Official DOL plan name: The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit · Sponsored by Shield of David, Inc. · New York · Healthcare & Social Assistance

$2M in assets, 132 participants

Shield of David, Inc.'s The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit reported $2M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #6,023 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $2M.

#6,023
in Healthcare & Social Assistance (20,060 peers)
+12.8%
assets growth YoY

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit among the smaller filed plans by assets

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,588,789 30th percentile higher than 30% of 139,123 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 2022

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit sits mid-pack in the medium band (132 participants).

Published 5500 schedule card

Filing strip 131740041 · Shield of David, Inc. PY 2022 · Profit Sharing

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit · $2M · 132 · 30th

  • TYPE $2M
  • NET 132
  • BOOK 30th
  • VS-ST Profit Sharing
  • BOY near Quast, Janke and Company 401(k) Plan
  • SCH ind #6023

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit in the asset neighbourhood

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining UnitThe Shield Institute Pension…$2MQuast, Janke and Company 401(k) PlanQuast, Janke and Company 401…$2MBergen's Promise, Inc. Profit Sharing PlanBergen's Promise, Inc. Profi…$2MMarita Volk-Allen Md 401(k) Profit Sharing PlanMarita Volk-Allen Md 401(k) …$2MLarsen Foundry Supply Corp Retirement PlanLarsen Foundry Supply Corp R…$2M
End-of-year total assets ($M) among The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$181K
Employer EIN131740041
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shield of David, Inc.)

Sponsor-wide plan assets over time

All Shield of David, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 87.50761259440735% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.8M $2.1M ▼ -87.5%
Year Plans Participants Total Assets
2022 2 236 $17M
2023 2 227 $18M
2024 2 223 $2M

Nearby Profit Sharing Plans in New York

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

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit, Total assets ($B): 0.001588789 · Participants: 132The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining UnitAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit side-by-side with 3 peers →

The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Quast, Janke and Company 401(k) Plan in MI ($2M); by covered participants it is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit assets move in 2022? ▼
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit grew at a solid clip - up 12.8% during 2022, from $1M to $2M. Reported net income was $181K.
How have Shield of David, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shield of David, Inc.'s sponsor-wide assets declined 87.5%, from $17M to $2M.
Which Profit Sharing plans are similar in size to The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit? ▼
Among Profit Sharing plans in other states, the closest by assets is Quast, Janke and Company 401(k) Plan in MI ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Plan for United Way of Greater St. Louis, Inc. in MO (132 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131740041.

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.