Profit Sharing · DOL Form 5500 · 2023
Patrick J. Sheehan Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $2.0M
- Avg per participant High balance/head
Official DOL plan name: Patrick J. Sheehan Keogh Profit Sharing Plan · Sponsored by Patrick J. Sheehan · New York · Healthcare & Social Assistance
$6M in assets, 3 participants
Patrick J. Sheehan's Patrick J. Sheehan Keogh Profit Sharing Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,393 in Healthcare & Social Assistance (17,684 peers)
Patrick J. Sheehan multi-year trail
Patrick J. Sheehan's plans moved +16.8% in assets from 2022 to 2024; this filing shows Patrick J. Sheehan Keogh Profit Sharing Plan at $6M / 3 participants.
- #9,393
- in Healthcare & Social Assistance (17,684 peers)
- +10.9%
- assets growth YoY
Patrick J. Sheehan Keogh Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Patrick J. Sheehan Keogh Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,121,396 48th percentile higher than 48% 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
Patrick J. Sheehan Keogh 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. Patrick J. Sheehan Keogh Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Patrick J. Sheehan Keogh Profit Sharing Plan reported net income rose from -$515K in the plan year 2022 filing to $602K in the plan year 2023 filing.
- Patrick J. Sheehan Keogh Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 112595090 · Patrick J. Sheehan PY 2023 · Profit Sharing
Patrick J. Sheehan Keogh Profit Sharing Plan · $6M · 3 · 48th
- BOOK $6M
- VS-ST 3
- BOY 48th
- SCH Profit Sharing
- EBSA near El Paso Drywall Inc Profit Sharing Plan
- PART ind #9393
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Patrick J. Sheehan Keogh Profit Sharing Plan in the asset neighbourhood
Patrick J. Sheehan multi-year asset trail
Sponsor-wide plan assets over time
All Patrick J. Sheehan plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.757459633390816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $6M |
| 2023 | 1 | 3 | $6M |
| 2024 | 1 | 3 | $6M |
Patrick J. Sheehan filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $602K |
| Employer EIN | 112595090 |
| Plan Effective Date | 1984-01-01 |
| 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
Patrick J. Sheehan Keogh Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is El Paso Drywall Inc Profit Sharing Plan in CO ($6M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.