Profit Sharing · DOL Form 5500 · 2023
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $2.5M
- Avg per participant High balance/head
Official DOL plan name: Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan · Sponsored by Steven a. Isenstein & Associates, Ltd. · Illinois · Professional & Technical Services
$3M in assets, 1 participants
Steven a. Isenstein & Associates, Ltd.'s Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan reported $3M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,044 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan holds $3M for 1 participant - about $2.5M per participant, in the lower half of filed plans by assets.
- #6,044
- in Professional & Technical Services (20,321 peers)
- +2.8%
- assets growth YoY
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan among the smaller filed plans by assets
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,515,175 33rd percentile higher than 33% 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
Steven a. Isenstein & Associates, Ltd. 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. Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
DOL schedule card
Filing strip 363994867 · Steven a. Isenstein & Associates, Ltd. PY 2023 · Profit Sharing
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan · $3M · 1 · 33rd
- VS-ST $3M
- BOY 1
- SCH 33rd
- EBSA Profit Sharing
- PART near Castaner & Pou, LLC Retirement Plan
- TYPE ind #6044
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 Illinois →
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $69K |
| Employer EIN | 363994867 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Steven a. Isenstein & Associates, Ltd.)
Sponsor-wide plan assets over time
All Steven a. Isenstein & Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | N/A |
| 2023 | 1 | 1 | $3M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Steven a. Isenstein & Associates, Ltd. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Castaner & Pou, LLC Retirement Plan in PR ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.