Profit Sharing · DOL Form 5500 · 2023

Steven R. Harris Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
34th
Percentile by assets National rank
$437,381
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Steven R. Harris Retirement Plan and Trust · Sponsored by Steven R. Harris · New York · Professional & Technical Services

$3M in assets, 6 participants

Steven R. Harris's Steven R. Harris Retirement Plan and Trust reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,187 in Professional & Technical Services (20,321 peers)

Steven R. Harris multi-year trail

Steven R. Harris's plans moved +41.3% in assets from 2022 to 2024; this filing shows Steven R. Harris Retirement Plan and Trust at $3M / 6 participants.

#6,187
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY

Steven R. Harris Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Steven R. Harris Retirement Plan and Trust vs every filed plan by assets

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

$2,624,283 34th percentile higher than 34% 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

Steven R. Harris Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven R. Harris Retirement Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven R. Harris Retirement Plan and Trust reported net income rose from -$306K in the plan year 2022 filing to $395K in the plan year 2023 filing.
  • Steven R. Harris Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133244149 · Steven R. Harris PY 2023 · Profit Sharing

Steven R. Harris Retirement Plan and Trust · $3M · 6 · 34th

  • RANK $3M
  • PHOTO 6
  • IND 34th
  • EOY Profit Sharing
  • 5500 near Temistocles Ramirez De Arellano Retirement Plan
  • ASSETS ind #6187

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 Professional & Technical Services retirement plans → · Plans in New York →

Steven R. Harris Retirement Plan and Trust in the asset neighbourhood

Temistocles Ramirez De Arellano Retirement PlanTemistocles Ramirez De Arell…$3MTodd a. Kanen, M.D., Amc 401(k) Profit Sharing PlanTodd a. Kanen, M.D., Amc 401…$3MCornerstone Evangelical Baptist Church of San Francisco, Inc. Profit Sharing PlanCornerstone Evangelical Bapt…$3MSteven R. Harris Retirement Plan and TrustSteven R. Harris Retirement …$3MReinhard Funeral Home Inc Profit Sharing PlanReinhard Funeral Home Inc Pr…$3M
End-of-year total assets ($M) among Steven R. Harris Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Steven R. Harris multi-year asset trail

Sponsor-wide plan assets over time

All Steven R. Harris plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.25321568829747% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.23M $3.15M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $3M
2024 1 6 $3M

Steven R. Harris filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$395K
Employer EIN133244149
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Steven R. Harris Retirement Plan and Trust 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 ($B) Participants Steven R. Harris Retirement Plan and Trust, Total assets ($B): 0.002624283 · Participants: 6Steven R. Harris Retirement Plan and TrustAnnuity 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
Steven R. Harris Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Steven R. Harris Retirement Plan and Trust side-by-side with 3 peers →

Steven R. Harris Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Temistocles Ramirez De Arellano Retirement Plan in PR ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Steven R. Harris Retirement Plan and Trust assets move in 2023? ▼
Steven R. Harris Retirement Plan and Trust grew sharply - up 17.7% during 2023, from $2M to $3M. Reported net income was $395K.
How have Steven R. Harris plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven R. Harris's sponsor-wide assets grew 41.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Steven R. Harris Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Temistocles Ramirez De Arellano Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Steven R. Harris Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 133244149.

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.