Profit Sharing · DOL Form 5500 · 2023

Srg2 Partners LLC Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$196,826
Avg per participant Above avg balance/head
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Official DOL plan name: Srg2 Partners LLC Profit Sharing Plan · Sponsored by Srg2 Partners LLC · New York · Real Estate

$2M in assets, 11 participants

Srg2 Partners LLC's Srg2 Partners LLC Profit Sharing Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,413 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Srg2 Partners LLC Profit Sharing Plan ranks #2,413 of 4,727 2023 filers by assets (1199% of the sector average)-$2M for 11 participants.

#2,413
in Real Estate (4,727 peers)
$75K
reported net income

Srg2 Partners LLC Profit Sharing Plan among the smaller filed plans by assets

Srg2 Partners LLC Profit Sharing Plan vs every filed plan by assets

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

$2,165,082 31st percentile higher than 31% 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

Srg2 Partners LLC Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Srg2 Partners LLC Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

DOL schedule card

Filing strip 854258521 · Srg2 Partners LLC PY 2023 · Profit Sharing

Srg2 Partners LLC Profit Sharing Plan · $2M · 11 · 31st

  • ASSETS $2M
  • ASSETS 11
  • ASSETS 31st
  • ASSETS Profit Sharing
  • ASSETS near Dr. Paul E. Thomas Profit Sharing Plan
  • ASSETS ind #2413

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 Real Estate retirement plans → · Plans in New York →

Srg2 Partners LLC Profit Sharing Plan in the asset neighbourhood

Srg2 Partners LLC Profit Sharing PlanSrg2 Partners LLC Profit Sha…$2MDavid a. Clark, M.D., Medical Corporation 401(k) PlanDavid a. Clark, M.D., Medica…$2MDr. Paul E. Thomas Profit Sharing PlanDr. Paul E. Thomas Profit Sh…$2MCg Resource Mgmt. Corp. Profit-Sharing PlanCg Resource Mgmt. Corp. Prof…$2MNew England Needles, Inc. Profit Sharing Plan and TrustNew England Needles, Inc. Pr…$2M
End-of-year total assets ($M) among Srg2 Partners LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$75K
Employer EIN854258521
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Srg2 Partners LLC 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 ($B) Participants Srg2 Partners LLC Profit Sharing Plan, Total assets ($B): 0.002165082 · Participants: 11Srg2 Partners LLC 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
Srg2 Partners LLC Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Srg2 Partners LLC Profit Sharing Plan side-by-side with 3 peers →

Srg2 Partners LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Dr. Paul E. Thomas Profit Sharing Plan in OK ($2M); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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

Which Profit Sharing plans are similar in size to Srg2 Partners LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dr. Paul E. Thomas Profit Sharing Plan in OK ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Srg2 Partners LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants, N/A 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 854258521.

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.