Profit Sharing · DOL Form 5500 · 2023
Bader & Yakaitis, LLP Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $693,579
- Avg per participant High balance/head
Official DOL plan name: Bader & Yakaitis Profit Sharing Plan & Trust · Sponsored by Bader & Yakaitis, LLP · New York · Professional & Technical Services
$7M in assets, 10 participants
Bader & Yakaitis, LLP's Bader & Yakaitis Profit Sharing Plan & Trust reported $7M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #10,004 in Professional & Technical Services (20,321 peers)
Bader & Yakaitis, LLP multi-year trail
Bader & Yakaitis, LLP's plans moved +28.5% in assets from 2022 to 2024; this filing shows Bader & Yakaitis Profit Sharing Plan & Trust at $7M / 10 participants.
- #10,004
- in Professional & Technical Services (20,321 peers)
- +15.4%
- assets growth YoY
Bader & Yakaitis Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Bader & Yakaitis Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,935,794 Top 49% higher than 51% 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
Bader & Yakaitis Profit Sharing Plan & 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. Bader & Yakaitis Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bader & Yakaitis Profit Sharing Plan & Trust reported net income rose from -$722K in the plan year 2022 filing to $925K in the plan year 2023 filing.
- Bader & Yakaitis Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Bader & Yakaitis Profit Sharing Plan & Trust reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
DOL schedule card
Filing strip 133373146 · Bader & Yakaitis, LLP PY 2023 · Profit Sharing
Bader & Yakaitis Profit Sharing Plan & Trust · $7M · 10 · 51st
- VS-ST $7M
- VS-ST 10
- VS-ST 51st
- VS-ST Profit Sharing
- VS-ST near The Carol Woods Profit Sharing Plan
- VS-ST ind #10004
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 →
Bader & Yakaitis Profit Sharing Plan & Trust in the asset neighbourhood
Bader & Yakaitis, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Bader & Yakaitis, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 28.512462969131153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 10 | $7M |
| 2024 | 1 | 10 | $8M |
Bader & Yakaitis, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $925K |
| Employer EIN | 133373146 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Bader & Yakaitis Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Carol Woods Profit Sharing Plan in NC ($7M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The Carol Woods Profit Sharing Plan (NC) $7M · 300
- Fidelity International Resource Management, Inc Retirement Savings Plan (FL) $7M · 107
- Early Education and Care, Inc. 401(k) Profit Sharing Plan (FL) $7M · 153
- Community Health and Counseling Services Discretionary Profit Sharing 401(a) (ME) $7M · 349
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Dibs Co. Retirement Plan (MA) 10 · 0 off
- Saffell Enterprises, Inc. Profit Sharing Plan (TX) 10 · 0 off
- Mobar Corp. Retirement Plan (WA) 10 · 0 off
- Godwin Herman D'souza Profit Sharing Keogh Plan (IL) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.