Profit Sharing · DOL Form 5500 · 2023
Ellen S. Naidorf Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $5.1M
- Avg per participant High balance/head
Official DOL plan name: Ellen S. Naidorf Profit Sharing Keogh Retirement Plan · Sponsored by Ellen S. Naidorf · Connecticut · Healthcare & Social Assistance
$5M in assets, 1 participants
Ellen S. Naidorf's Ellen S. Naidorf Profit Sharing Keogh Retirement Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,591 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan holds $5M for 1 participant - about $5.1M per participant, in the lower half of filed plans by assets.
- #8,591
- in Healthcare & Social Assistance (17,684 peers)
- +4.4%
- assets growth YoY
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,059,877 45th percentile higher than 45% 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
Ellen S. Naidorf Profit Sharing Keogh Retirement 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. Ellen S. Naidorf Profit Sharing Keogh Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ellen S. Naidorf Profit Sharing Keogh Retirement Plan reported net income rose from -$897K in the plan year 2022 filing to $212K in the plan year 2023 filing.
- Ellen S. Naidorf Profit Sharing Keogh Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 061138825 · Ellen S. Naidorf PY 2023 · Profit Sharing
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan · $5M · 1 · 45th
- PART $5M
- TYPE 1
- NET 45th
- BOOK Profit Sharing
- VS-ST near Bussel Realty Corp. Retirement Plan
- BOY ind #8591
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 →
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $212K |
| Employer EIN | 061138825 |
| Plan Effective Date | 1982-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellen S. Naidorf)
Sponsor-wide plan assets over time
All Ellen S. Naidorf plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 8.806985912238757% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $5M |
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
Ellen S. Naidorf Profit Sharing Keogh Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Bussel Realty Corp. Retirement Plan in NJ ($5M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
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.