Profit Sharing · DOL Form 5500 · 2023

Tabak, Mellusi & Shisha LLP Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
29th
Percentile by assets National rank
$293,239
Avg per participant High balance/head
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Official DOL plan name: Tabak, Mellusi & Shisha Profit Sharing Plan · Sponsored by Tabak, Mellusi & Shisha LLP · New York · Professional & Technical Services

$2M in assets, 6 participants

Tabak, Mellusi & Shisha LLP's Tabak, Mellusi & Shisha Profit Sharing Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,012 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Tabak, Mellusi & Shisha Profit Sharing Plan holds $2M for 6 participants - about $293,239 per participant, in the lower half of filed plans by assets.

#5,012
in Professional & Technical Services (20,321 peers)
-2.6%
assets change YoY

The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tabak, Mellusi & Shisha Profit Sharing Plan among the smaller filed plans by assets

Tabak, Mellusi & Shisha Profit Sharing Plan vs every filed plan by assets

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

$1,759,435 29th percentile higher than 29% 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

Tabak, Mellusi & Shisha 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. Tabak, Mellusi & Shisha Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tabak, Mellusi & Shisha Profit Sharing Plan reported net income rose from -$251K in the plan year 2022 filing to -$47K in the plan year 2023 filing.
  • Tabak, Mellusi & Shisha Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200334701 · Tabak, Mellusi & Shisha LLP PY 2023 · Profit Sharing

Tabak, Mellusi & Shisha Profit Sharing Plan · $2M · 6 · 29th

  • EBSA $2M
  • PART 6
  • TYPE 29th
  • NET Profit Sharing
  • BOOK near A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust
  • VS-ST ind #5012

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 →

Tabak, Mellusi & Shisha Profit Sharing Plan in the asset neighbourhood

Tabak, Mellusi & Shisha Profit Sharing PlanTabak, Mellusi & Shisha Prof…$2MA & a Transfer & Storage, Inc. Employees Profit Sharing Plan & TrustA & a Transfer & Storage, In…$2MTone Shop Guitars, Inc. Profit Sharing PlanTone Shop Guitars, Inc. Prof…$2MJames Farina Corporation Profit-Sharing PlanJames Farina Corporation Pro…$2MManus Servientes of Texas Corporation Profit Sharing PlanManus Servientes of Texas Co…$2M
End-of-year total assets ($M) among Tabak, Mellusi & Shisha 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-$47K
Employer EIN200334701
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tabak, Mellusi & Shisha LLP)

Sponsor-wide plan assets over time

All Tabak, Mellusi & Shisha LLP plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.5781341708398022% vs 2022
2023 filing year
$1.74M$1.76M$1.78M$1.8M$1.82M 20222023 $1.81M $1.76M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 6 $2M

Nearby Profit Sharing Plans in New York

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

Tabak, Mellusi & Shisha 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 ($B) Participants Tabak, Mellusi & Shisha Profit Sharing Plan, Total assets ($B): 0.001759435 · Participants: 6Tabak, Mellusi & Shisha 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
Tabak, Mellusi & Shisha Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Tabak, Mellusi & Shisha Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust in FL ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

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 Tabak, Mellusi & Shisha Profit Sharing Plan assets move in 2023?
Tabak, Mellusi & Shisha Profit Sharing Plan edged down modestly - down 2.6% during 2023, from $2M to $2M. Reported net income was -$47K.
How have Tabak, Mellusi & Shisha LLP plan assets changed over time?
Across 2 plan years on file (2022-2023), Tabak, Mellusi & Shisha LLP's sponsor-wide assets declined 2.6%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Tabak, Mellusi & Shisha Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is A & a Transfer & Storage, Inc. Employees Profit Sharing Plan & Trust in FL ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Tabak, Mellusi & Shisha Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).