Profit Sharing · DOL Form 5500 · 2023

Robert W. Wilson Charitable Trust Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
1
Participants Small participant base
40th
Percentile by assets National rank
$4.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tbs II Profit Sharing Plan · Sponsored by Robert W. Wilson Charitable Trust · New York · Finance & Insurance

$4M in assets, 1 participants

Robert W. Wilson Charitable Trust's Tbs II Profit Sharing Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,500 in Finance & Insurance (8,869 peers)

Robert W. Wilson Charitable Trust multi-year trail

Robert W. Wilson Charitable Trust's plans moved +11.0% in assets from 2022 to 2023; this filing shows Tbs II Profit Sharing Plan at $4M / 1 participant.

#2,500
in Finance & Insurance (8,869 peers)
+11.0%
assets growth YoY

Tbs II Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Tbs II Profit Sharing Plan vs every filed plan by assets

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

$3,952,618 40th percentile higher than 40% 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

Tbs II 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. Tbs II Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tbs II Profit Sharing Plan reported net income rose from -$369K in the plan year 2022 filing to $391K in the plan year 2023 filing.
  • Tbs II Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 516536168 · Robert W. Wilson Charitable Trust PY 2023 · Profit Sharing

Tbs II Profit Sharing Plan · $4M · 1 · 40th

  • EOY $4M
  • EOY 1
  • EOY 40th
  • EOY Profit Sharing
  • EOY near Drugstrategies Defined Contribution Retirement Plan
  • EOY ind #2500

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 →

Tbs II Profit Sharing Plan in the asset neighbourhood

Profit Sharing Plan and Trust for the Employees of J.H. Dowling, Inc.Profit Sharing Plan and Trus…$4MC. Jeffrey Carlson, M.D. Profit Sharing PlanC. Jeffrey Carlson, M.D. Pro…$4MTbs II Profit Sharing Plan$4MDrugstrategies Defined Contribution Retirement PlanDrugstrategies Defined Contr…$4MRobert G. Panagulias Profit Sharing PlanRobert G. Panagulias Profit …$4M
End-of-year total assets ($M) among Tbs II Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert W. Wilson Charitable Trust multi-year asset trail

Sponsor-wide plan assets over time

All Robert W. Wilson Charitable Trust plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.966784513008625% vs 2022
2023 filing year
$3.4M$3.6M$3.8M$4M 20222023 $3.56M $3.95M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 1 $4M
2023 1 1 $4M

Robert W. Wilson Charitable Trust filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$391K
Employer EIN516536168
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Tbs II 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 ($B) Participants Tbs II Profit Sharing Plan, Total assets ($B): 0.003952618 · Participants: 1Tbs II 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
Tbs II Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Tbs II Profit Sharing Plan side-by-side with 3 peers →

Tbs II Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Drugstrategies Defined Contribution Retirement Plan in DC ($4M); 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 Tbs II Profit Sharing Plan assets move in 2023? ▼
Tbs II Profit Sharing Plan grew at a solid clip - up 11.0% during 2023, from $4M to $4M. Reported net income was $391K.
How have Robert W. Wilson Charitable Trust plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Robert W. Wilson Charitable Trust's sponsor-wide assets grew 11.0%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Tbs II Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Drugstrategies Defined Contribution Retirement Plan in DC ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Tbs II 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 516536168.

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.