Profit Sharing · DOL Form 5500 · 2023

Twin Securities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
5
Participants Small participant base
40th
Percentile by assets National rank
$789,747
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Twin Securities, Inc. Profit Sharing Plan II · Sponsored by Twin Securities, Inc. · New York · Finance & Insurance

$4M in assets, 5 participants

Twin Securities, Inc.'s Twin Securities, Inc. Profit Sharing Plan II reported $4M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,496 in Finance & Insurance (8,869 peers)

Twin Securities, Inc. multi-year trail

Twin Securities, Inc.'s plans moved -31.4% in assets from 2022 to 2024; this filing shows Twin Securities, Inc. Profit Sharing Plan II at $4M / 5 participants.

#2,496
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY

Twin Securities, Inc. Profit Sharing Plan II's mid-pack asset rank among Finance & Insurance and all filers

Twin Securities, Inc. Profit Sharing Plan II vs every filed plan by assets

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

$3,948,737 40th percentile higher than 40% 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

Twin Securities, Inc. Profit Sharing Plan II among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twin Securities, Inc. Profit Sharing Plan II is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Twin Securities, Inc. Profit Sharing Plan II reported net income rose from -$28K in the plan year 2022 filing to $734K in the plan year 2023 filing.
  • Twin Securities, Inc. Profit Sharing Plan II end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133808839 · Twin Securities, Inc. PY 2023 · Profit Sharing

Twin Securities, Inc. Profit Sharing Plan II · $4M · 5 · 40th

  • VS-ST $4M
  • VS-ST 5
  • VS-ST 40th
  • VS-ST Profit Sharing
  • VS-ST near Drugstrategies Defined Contribution Retirement Plan
  • VS-ST ind #2496

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 →

Twin Securities, Inc. Profit Sharing Plan II in the asset neighbourhood

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Profit Sharing Plan and Trus…$4MTwin Securities, Inc. Profit Sharing Plan IITwin Securities, Inc. Profit…$4MDrugstrategies Defined Contribution Retirement PlanDrugstrategies Defined Contr…$4MRobert G. Panagulias Profit Sharing PlanRobert G. Panagulias Profit …$4MMurphy, Schmitt, Hathaway & Wilson P.L.L.C. Profit Sharing PlanMurphy, Schmitt, Hathaway & …$4M
End-of-year total assets ($M) among Twin Securities, Inc. Profit Sharing Plan II and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Twin Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Twin Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 31.390919036682075% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.77M $4.65M ▼ -31.3%
Year Plans Participants Total Assets
2022 2 9 $7M
2023 2 9 $5M
2024 2 9 $5M

Twin Securities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$734K
Employer EIN133808839
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Twin Securities, Inc. Profit Sharing Plan II 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 ($B) Participants Twin Securities, Inc. Profit Sharing Plan II, Total assets ($B): 0.003948737 · Participants: 5Twin Securities, Inc. Profit Sharing Plan IIAnnuity 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
Twin Securities, Inc. Profit Sharing Plan II vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Twin Securities, Inc. Profit Sharing Plan II side-by-side with 3 peers →

Twin Securities, Inc. Profit Sharing Plan II's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Drugstrategies Defined Contribution Retirement Plan in DC ($4M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Twin Securities, Inc. Profit Sharing Plan II assets move in 2023? ▼
Twin Securities, Inc. Profit Sharing Plan II grew sharply - up 22.8% during 2023, from $3M to $4M. Reported net income was $734K.
How have Twin Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Twin Securities, Inc.'s sponsor-wide assets declined 31.4%, from $7M to $5M.
Which Profit Sharing plans are similar in size to Twin Securities, Inc. Profit Sharing Plan II? ▼
Among Profit Sharing plans in other states, the closest by assets is Drugstrategies Defined Contribution Retirement Plan in DC ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Twin Securities, Inc. Profit Sharing Plan II? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 133808839.

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.