Profit Sharing · DOL Form 5500 · 2023

Steven J. Karvellas & Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Steven J. Karvellas & Co., Inc. Retirement Plan · Sponsored by Steven J. Karvellas & Co., Inc. · New York · Finance & Insurance

$5M in assets, 4 participants

Steven J. Karvellas & Co., Inc.'s Steven J. Karvellas & Co., Inc. Retirement Plan reported $5M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,635 in Finance & Insurance (8,869 peers)

Steven J. Karvellas & Co., Inc. multi-year trail

Steven J. Karvellas & Co., Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Steven J. Karvellas & Co., Inc. Retirement Plan at $5M / 4 participants.

#2,635
in Finance & Insurance (8,869 peers)
+11.7%
assets growth YoY

Steven J. Karvellas & Co., Inc. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Steven J. Karvellas & Co., Inc. Retirement Plan vs every filed plan by assets

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

$4,502,006 42nd percentile higher than 42% 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 J. Karvellas & Co., Inc. 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. Steven J. Karvellas & Co., Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Steven J. Karvellas & Co., Inc. Retirement Plan reported net income rose from -$55K in the plan year 2022 filing to $472K in the plan year 2023 filing.
  • Steven J. Karvellas & Co., Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 222813819 · Steven J. Karvellas & Co., Inc. PY 2023 · Profit Sharing

Steven J. Karvellas & Co., Inc. Retirement Plan · $5M · 4 · 42nd

  • EBSA $5M
  • PART 4
  • TYPE 42nd
  • NET Profit Sharing
  • BOOK near Coastal Air Solutions II, Inc. Retirement Plan
  • VS-ST ind #2635

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 Finance & Insurance retirement plans → · Plans in New York →

Steven J. Karvellas & Co., Inc. Retirement Plan in the asset neighbourhood

Edmin.Com, Inc. 401(k) Plan$5MSteven J. Karvellas & Co., Inc. Retirement PlanSteven J. Karvellas & Co., I…$5MCoastal Air Solutions II, Inc. Retirement PlanCoastal Air Solutions II, In…$5MDecoma Day Camp Inc Employees Profit Sharing PlanDecoma Day Camp Inc Employee…$4MNeccs, Inc. Retirement Plan$4M
End-of-year total assets ($M) among Steven J. Karvellas & Co., Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Steven J. Karvellas & Co., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Steven J. Karvellas & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.39051043635636% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.03M $5.05M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 4 $4M
2023 1 4 $5M
2024 1 4 $5M

Steven J. Karvellas & Co., Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$472K
Employer EIN222813819
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Steven J. Karvellas & Co., Inc. Retirement Plan 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 ($B) Participants Steven J. Karvellas & Co., Inc. Retirement Plan, Total assets ($B): 0.004502006 · Participants: 4Steven J. Karvellas & Co., Inc. Retirement PlanAnnuity 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 J. Karvellas & Co., Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Steven J. Karvellas & Co., Inc. Retirement Plan side-by-side with 3 peers →

Steven J. Karvellas & Co., Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Coastal Air Solutions II, Inc. Retirement Plan in SC ($5M); by covered participants it is Atraz Johnson Profit Sharing Plan in OR (4 participants). 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 (4 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 J. Karvellas & Co., Inc. Retirement Plan assets move in 2023? ▼
Steven J. Karvellas & Co., Inc. Retirement Plan grew at a solid clip - up 11.7% during 2023, from $4M to $5M. Reported net income was $472K.
How have Steven J. Karvellas & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven J. Karvellas & Co., Inc.'s sponsor-wide assets grew 25.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Steven J. Karvellas & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coastal Air Solutions II, Inc. Retirement Plan in SC ($5M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Steven J. Karvellas & Co., Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Atraz Johnson Profit Sharing Plan in OR (4 participants, $930K 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 222813819.

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.