Profit Sharing · DOL Form 5500 · 2023

Legal Services of the Hudson Valley Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
110
Participants Small participant base
41st
Percentile by assets National rank
$37,062
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Legal Services of the Hudson Valley · Sponsored by Legal Services of the Hudson Valley · New York · Professional & Technical Services

$4M in assets, 110 participants

Legal Services of the Hudson Valley's Employee Benefit Plan of Legal Services of the Hudson Valley reported $4M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,718 in Professional & Technical Services (20,321 peers)

Coverage in New York

Employee Benefit Plan of Legal Services of the Hudson Valley covers 110 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $4M.

#7,718
in Professional & Technical Services (20,321 peers)
+11.8%
assets growth YoY

Employee Benefit Plan of Legal Services of the Hudson Valley's mid-pack asset rank among Professional & Technical Services and all filers

Employee Benefit Plan of Legal Services of the Hudson Valley vs every filed plan by assets

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

$4,076,818 41st percentile higher than 41% 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

Employee Benefit Plan of Legal Services of the Hudson Valley among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Legal Services of the Hudson Valley sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Legal Services of the Hudson Valley reported net income rose from -$1M in the plan year 2022 filing to $430K in the plan year 2023 filing.
  • Employee Benefit Plan of Legal Services of the Hudson Valley reported participants rose from 75 in the plan year 2022 filing to 110 in the plan year 2023 filing.
  • Employee Benefit Plan of Legal Services of the Hudson Valley 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 →

Plan-year Form 5500 strip

Filing strip 136265606 · Legal Services of the Hudson Valley PY 2023 · Profit Sharing

Employee Benefit Plan of Legal Services of the Hudson Valley · $4M · 110 · 41st

  • SCH $4M
  • SCH 110
  • SCH 41st
  • SCH Profit Sharing
  • SCH near R. Bradley & Associates Profit Sharing Plan
  • SCH ind #7718

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 →

Employee Benefit Plan of Legal Services of the Hudson Valley in the asset neighbourhood

Employee Benefit Plan of Legal Services of the Hudson ValleyEmployee Benefit Plan of Leg…$4MR. Bradley & Associates Profit Sharing PlanR. Bradley & Associates Prof…$4MSteven K Sterzer Md Inc Profit Sharing PlanSteven K Sterzer Md Inc Prof…$4MFalgoust, Caviness & Bienvenu Ps 401(k) PlanFalgoust, Caviness & Bienven…$4MCharles W. Ruggeroli M.D. Profit Sharing PlanCharles W. Ruggeroli M.D. Pr…$4M
End-of-year total assets ($M) among Employee Benefit Plan of Legal Services of the Hudson Valley and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$430K
Employer EIN136265606
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Services of the Hudson Valley)

Sponsor-wide plan assets over time

All Legal Services of the Hudson Valley plans reported in each filing year

Latest sponsor-wide plan assets
$23M 50.94028802423273% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.4M $23.3M ▲ +50.9%
Year Plans Participants Total Assets
2022 2 223 $15M
2023 2 270 $20M
2024 2 347 $23M

Nearby Profit Sharing Plans in New York

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

Employee Benefit Plan of Legal Services of the Hudson Valley 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 ($B) Participants Employee Benefit Plan of Legal Services of the Hudson Valley, Total assets ($B): 0.004076818 · Participants: 110Employee Benefit Plan of Legal Services of the Hudson ValleyAnnuity 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
Employee Benefit Plan of Legal Services of the Hudson Valley vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Employee Benefit Plan of Legal Services of the Hudson Valley side-by-side with 3 peers →

Employee Benefit Plan of Legal Services of the Hudson Valley's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M); by covered participants it is Tgs Management Company LLC Profit Sharing Plan in NJ (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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.

Frequently Asked Questions

How did Employee Benefit Plan of Legal Services of the Hudson Valley assets move in 2023? ▼
Employee Benefit Plan of Legal Services of the Hudson Valley grew at a solid clip - up 11.8% during 2023, from $4M to $4M. Reported net income was $430K.
How have Legal Services of the Hudson Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal Services of the Hudson Valley's sponsor-wide assets grew 50.9%, from $15M to $23M.
Which Profit Sharing plans are similar in size to Employee Benefit Plan of Legal Services of the Hudson Valley? ▼
Among Profit Sharing plans in other states, the closest by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Employee Benefit Plan of Legal Services of the Hudson Valley? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Tgs Management Company LLC Profit Sharing Plan in NJ (110 participants, $83M 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 136265606.

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.