Profit Sharing · DOL Form 5500 · 2023

Whippoorwill Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$973K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$973,198
Avg per participant High balance/head
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Official DOL plan name: Whippoorwill Associates Inc. Profit Sharing Plan · Sponsored by Whippoorwill Associates, Inc. · New York · Finance & Insurance

$973K in assets, 1 participants

Whippoorwill Associates, Inc.'s Whippoorwill Associates Inc. Profit Sharing Plan reported $973K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,329 in Finance & Insurance (8,869 peers)

Whippoorwill Associates, Inc. multi-year trail

Whippoorwill Associates, Inc.'s plans moved -21.7% in assets from 2023 to 2024; this filing shows Whippoorwill Associates Inc. Profit Sharing Plan at $973K / 1 participant.

#1,329
in Finance & Insurance (8,869 peers)
+10.6%
assets growth YoY

Whippoorwill Associates Inc. Profit Sharing Plan among the smaller filed plans by assets

Whippoorwill Associates Inc. Profit Sharing Plan vs every filed plan by assets

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

$973,198 23rd percentile higher than 23% 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

Whippoorwill Associates 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. Whippoorwill Associates Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 133595884 · Whippoorwill Associates, Inc. PY 2023 · Profit Sharing

Whippoorwill Associates Inc. Profit Sharing Plan · $973K · 1 · 23rd

  • BOY $973K
  • SCH 1
  • EBSA 23rd
  • PART Profit Sharing
  • TYPE near Broucaret Profit Sharing Plan & Trust
  • NET ind #1329

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 →

Whippoorwill Associates Inc. Profit Sharing Plan in the asset neighbourhood

Whippoorwill Associates Inc. Profit Sharing PlanWhippoorwill Associates Inc.…$973KBroucaret Profit Sharing Plan & TrustBroucaret Profit Sharing Pla…$973KCorporacion Medica Juana Diaz Retirement Plan Series 00-1917Corporacion Medica Juana Dia…$973KYellow Bear Inc. Retirement PlanYellow Bear Inc. Retirement …$974KQuality Electric Motor Company Profit Sharing PlanQuality Electric Motor Compa…$972K
End-of-year total assets ($M) among Whippoorwill Associates Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Whippoorwill Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Whippoorwill Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$762K 21.673390204254428% vs 2023
2024 filing year
$0.7M$0.8M$0.9M$1M 20232024 $0.97M $0.76M ▼ -21.6%
Year Plans Participants Total Assets
2023 1 1 $973K
2024 1 1 $762K

Whippoorwill Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$880K
Net Assets (End of Year)$949K
Net Income$69K
Employer EIN133595884
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Whippoorwill Associates Inc. Profit Sharing 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 ($B) Participants Whippoorwill Associates Inc. Profit Sharing Plan, Total assets ($B): 0.000973198 · Participants: 1Whippoorwill Associates Inc. Profit Sharing 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
Whippoorwill Associates Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Whippoorwill Associates Inc. Profit Sharing Plan side-by-side with 3 peers →

Whippoorwill Associates 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 Broucaret Profit Sharing Plan & Trust in CA ($973K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Whippoorwill Associates Inc. Profit Sharing Plan assets move in 2023? ▼
Whippoorwill Associates Inc. Profit Sharing Plan grew at a solid clip - up 10.6% during 2023, from $880K to $973K. Reported net income was $69K.
How have Whippoorwill Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Whippoorwill Associates, Inc.'s sponsor-wide assets declined 21.7%, from $973K to $762K.
Where does Whippoorwill Associates Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Whippoorwill Associates Inc. Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Whippoorwill Associates Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Broucaret Profit Sharing Plan & Trust in CA ($973K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Whippoorwill Associates Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 133595884.

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.