Profit Sharing · DOL Form 5500 · 2023
David Roccapriore Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $437,132
- Avg per participant High balance/head
Official DOL plan name: David Roccapriore Profit Sharing Plan · Sponsored by David Roccapriore · Connecticut · Healthcare & Social Assistance
$1M in assets, 3 participants
David Roccapriore's David Roccapriore Profit Sharing Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,988 in Healthcare & Social Assistance (17,684 peers)
David Roccapriore multi-year trail
David Roccapriore's plans moved +72.7% in assets from 2022 to 2024; this filing shows David Roccapriore Profit Sharing Plan at $1M / 3 participants.
- #3,988
- in Healthcare & Social Assistance (17,684 peers)
- +22.4%
- assets growth YoY
David Roccapriore Profit Sharing Plan among the smaller filed plans by assets
David Roccapriore Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,311,397 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
David Roccapriore 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. David Roccapriore Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- David Roccapriore Profit Sharing Plan reported net income rose from -$945K in the plan year 2022 filing to $240K in the plan year 2023 filing.
- David Roccapriore Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 061276526 · David Roccapriore PY 2023 · Profit Sharing
David Roccapriore Profit Sharing Plan · $1M · 3 · 26th
- 5500 $1M
- ASSETS 3
- PCT 26th
- EIN Profit Sharing
- RANK near Financeboston Profit Sharing Plan
- PHOTO ind #3988
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 Connecticut →
David Roccapriore Profit Sharing Plan in the asset neighbourhood
David Roccapriore multi-year asset trail
Sponsor-wide plan assets over time
All David Roccapriore plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 72.68728510790802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $2M |
David Roccapriore filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $240K |
| Employer EIN | 061276526 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
David Roccapriore Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Financeboston Profit Sharing Plan in MA ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.