Profit Sharing · DOL Form 5500 · 2023

Mitchell Broder, Cpa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitchell Broder, Cpa Profit Sharing Plan · Sponsored by Mitchell Broder, Cpa · New York · Professional & Technical Services

$2M in assets, 1 participants

Mitchell Broder, Cpa's Mitchell Broder, Cpa Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,250 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Mitchell Broder, Cpa Profit Sharing Plan holds $2M for 1 participant - about $1.9M per participant, in the lower half of filed plans by assets.

#5,250
in Professional & Technical Services (20,321 peers)
+5.6%
assets growth YoY

Mitchell Broder, Cpa Profit Sharing Plan among the smaller filed plans by assets

Mitchell Broder, Cpa Profit Sharing Plan vs every filed plan by assets

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

$1,926,483 30th percentile higher than 30% 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

Mitchell Broder, Cpa 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. Mitchell Broder, Cpa Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 133901373 · Mitchell Broder, Cpa PY 2023 · Profit Sharing

Mitchell Broder, Cpa Profit Sharing Plan · $2M · 1 · 30th

  • BOOK $2M
  • BOOK 1
  • BOOK 30th
  • BOOK Profit Sharing
  • BOOK near Dees-Hennessey, Inc. Profit Sharing Plan and Trust
  • BOOK ind #5250

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 →

Mitchell Broder, Cpa Profit Sharing Plan in the asset neighbourhood

Mitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2MDees-Hennessey, Inc. Profit Sharing Plan and TrustDees-Hennessey, Inc. Profit …$2MWm David Breedlove Profit Sharing PlanWm David Breedlove Profit Sh…$2MJoseph Tseng Self-Employed Profit Sharing Plan Fidelity Trust Co.Joseph Tseng Self-Employed P…$2MParagon Consulting Group Inc Profit Sharing PlanParagon Consulting Group Inc…$2M
End-of-year total assets ($M) among Mitchell Broder, Cpa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$102K
Employer EIN133901373
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Broder, Cpa)

Sponsor-wide plan assets over time

All Mitchell Broder, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.193047122658232% vs 2023
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M 20232024 $1.93M $2.05M ▲ +6.2%
Year Plans Participants Total Assets
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in New York

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

Mitchell Broder, Cpa 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 ($B) Participants Mitchell Broder, Cpa Profit Sharing Plan, Total assets ($B): 0.001926483 · Participants: 1Mitchell Broder, Cpa 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
Mitchell Broder, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Mitchell Broder, Cpa Profit Sharing Plan side-by-side with 3 peers →

Mitchell Broder, Cpa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Dees-Hennessey, Inc. Profit Sharing Plan and Trust in CA ($2M); 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 Mitchell Broder, Cpa Profit Sharing Plan assets move in 2023? ▼
Mitchell Broder, Cpa Profit Sharing Plan grew at a solid clip - up 5.6% during 2023, from $2M to $2M. Reported net income was $102K.
How have Mitchell Broder, Cpa plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mitchell Broder, Cpa's sponsor-wide assets grew 6.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Mitchell Broder, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dees-Hennessey, Inc. Profit Sharing Plan and Trust in CA ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Mitchell Broder, Cpa 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 133901373.

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.