Profit Sharing · DOL Form 5500 · 2023

David Menchell Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$878,436
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Hr-10 Fbo David Menchell · Sponsored by David Menchell · New York · Healthcare & Social Assistance

$2M in assets, 2 participants

David Menchell's Hr-10 Fbo David Menchell reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,762 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Hr-10 Fbo David Menchell holds $2M for 2 participants - about $878,436 per participant, in the lower half of filed plans by assets.

#4,762
in Healthcare & Social Assistance (17,684 peers)
+3.5%
assets growth YoY

Hr-10 Fbo David Menchell among the smaller filed plans by assets

Hr-10 Fbo David Menchell vs every filed plan by assets

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

$1,756,872 29th percentile higher than 29% 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

Hr-10 Fbo David Menchell among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hr-10 Fbo David Menchell is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 112653932 · David Menchell PY 2023 · Profit Sharing

Hr-10 Fbo David Menchell · $2M · 2 · 29th

  • PART $2M
  • PART 2
  • PART 29th
  • PART Profit Sharing
  • PART near Larsen Foundry Supply Corp Retirement Plan
  • PART ind #4762

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 →

Hr-10 Fbo David Menchell in the asset neighbourhood

Hr-10 Fbo David Menchell$2MLarsen Foundry Supply Corp Retirement PlanLarsen Foundry Supply Corp R…$2MAppling Brothers Company Profit Sharing Retirement & TrustAppling Brothers Company Pro…$2MPrograma Head Start Municipio De Orocovis 1081.01(D) Salary Deferral Retirement PlanPrograma Head Start Municipi…$2MTone Shop Guitars, Inc. Profit Sharing PlanTone Shop Guitars, Inc. Prof…$2M
End-of-year total assets ($M) among Hr-10 Fbo David Menchell and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$60K
Employer EIN112653932
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Hr-10 Fbo David Menchell 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 ($B) Participants Hr-10 Fbo David Menchell, Total assets ($B): 0.001756872 · Participants: 2Hr-10 Fbo David MenchellAnnuity 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
Hr-10 Fbo David Menchell vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Hr-10 Fbo David Menchell side-by-side with 3 peers →

Hr-10 Fbo David Menchell's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Larsen Foundry Supply Corp Retirement Plan in UT ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Hr-10 Fbo David Menchell assets move in 2023? ▼
Hr-10 Fbo David Menchell edged up modestly - up 3.5% during 2023, from $2M to $2M. Reported net income was $60K.
Which Profit Sharing plans are similar in size to Hr-10 Fbo David Menchell? ▼
Among Profit Sharing plans in other states, the closest by assets is Larsen Foundry Supply Corp Retirement Plan in UT ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Hr-10 Fbo David Menchell? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 112653932.

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.