Profit Sharing · DOL Form 5500 · 2023
Pencils Plus Inc Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Pencils Plus Inc Profit Sharing Plan · Sponsored by Pencils Plus Inc · New York · Retail Trade
$2M in assets, 2 participants
Pencils Plus Inc's Pencils Plus Inc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,669 in Retail Trade (8,414 peers)
What the 2023 filing shows
Pencils Plus Inc Profit Sharing Plan holds $2M for 2 participants - about $1.1M per participant, in the lower half of filed plans by assets.
- #3,669
- in Retail Trade (8,414 peers)
- +3.9%
- assets growth YoY
Pencils Plus Inc Profit Sharing Plan among the smaller filed plans by assets
Pencils Plus Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,206,251 32nd percentile higher than 32% 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
Pencils Plus Inc 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. Pencils Plus Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 113193886 · Pencils Plus Inc PY 2023 · Profit Sharing
Pencils Plus Inc Profit Sharing Plan · $2M · 2 · 32nd
- SCH $2M
- SCH 2
- SCH 32nd
- SCH Profit Sharing
- SCH near Plumbers Local Union No. 17 Annuity Fund
- SCH ind #3669
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 Retail Trade retirement plans → · Plans in New York →
Pencils Plus Inc Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $84K |
| Employer EIN | 113193886 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Pencils Plus Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Plumbers Local Union No. 17 Annuity Fund in TN ($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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
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.