Profit Sharing · DOL Form 5500 · 2023

Sobert Realty Corp. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
6
Participants Small participant base
51st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Sobert Realty Corp. Retirement Plan and Trust · Sponsored by Sobert Realty Corp. · New York · Real Estate

$7M in assets, 6 participants

Sobert Realty Corp.'s The Sobert Realty Corp. Retirement Plan and Trust reported $7M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,285 in Real Estate (4,727 peers)

Sobert Realty Corp. multi-year trail

Sobert Realty Corp.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows The Sobert Realty Corp. Retirement Plan and Trust at $7M / 6 participants.

#3,285
in Real Estate (4,727 peers)
+21.7%
assets growth YoY

The Sobert Realty Corp. Retirement Plan and Trust's mid-pack asset rank among Real Estate and all filers

The Sobert Realty Corp. Retirement Plan and Trust vs every filed plan by assets

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

$6,888,260 Top 49% higher than 51% 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

The Sobert Realty Corp. Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sobert Realty Corp. Retirement Plan and Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sobert Realty Corp. Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Sobert Realty Corp. Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Sobert Realty Corp. Retirement Plan and Trust reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133096865 · Sobert Realty Corp. PY 2023 · Profit Sharing

The Sobert Realty Corp. Retirement Plan and Trust · $7M · 6 · 51st

  • ASSETS $7M
  • PCT 6
  • EIN 51st
  • RANK Profit Sharing
  • PHOTO near Robert Chick Fritz, Inc. Profit Sharing Plan and Trust
  • IND ind #3285

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 →

The Sobert Realty Corp. Retirement Plan and Trust in the asset neighbourhood

Best Option Healthcare Puerto Rico, Inc. Retirement PlanBest Option Healthcare Puert…$7MSunbelt Human Advancement Resources 403(b) PlanSunbelt Human Advancement Re…$7MInspire Energy Holdings 401(k) Retirement PlanInspire Energy Holdings 401(…$7MThe Sobert Realty Corp. Retirement Plan and TrustThe Sobert Realty Corp. Reti…$7MRobert Chick Fritz, Inc. Profit Sharing Plan and TrustRobert Chick Fritz, Inc. Pro…$7M
End-of-year total assets ($M) among The Sobert Realty Corp. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sobert Realty Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Sobert Realty Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.342703527869409% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.66M $6.41M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 6 $7M
2024 1 7 $6M

Sobert Realty Corp. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN133096865
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

The Sobert Realty Corp. Retirement Plan and Trust 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 ($B) Participants The Sobert Realty Corp. Retirement Plan and Trust, Total assets ($B): 0.00688826 · Participants: 6The Sobert Realty Corp. Retirement Plan and TrustAnnuity 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
The Sobert Realty Corp. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Sobert Realty Corp. Retirement Plan and Trust side-by-side with 3 peers →

The Sobert Realty Corp. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Robert Chick Fritz, Inc. Profit Sharing Plan and Trust in IL ($7M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 The Sobert Realty Corp. Retirement Plan and Trust assets move in 2023? ▼
The Sobert Realty Corp. Retirement Plan and Trust grew sharply - up 21.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Sobert Realty Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobert Realty Corp.'s sponsor-wide assets grew 13.3%, from $6M to $6M.
Which Profit Sharing plans are similar in size to The Sobert Realty Corp. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Robert Chick Fritz, Inc. Profit Sharing Plan and Trust in IL ($7M, 83 participants).
Which Profit Sharing plans cover a similar participant headcount to The Sobert Realty Corp. Retirement Plan and Trust? ▼
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).

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 133096865.

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.