Profit Sharing · DOL Form 5500 · 2023

Hepburn Enterprises Inc. Profit Sharing Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$76,335
Avg per participant Below avg balance/head
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Official DOL plan name: Hepburn Enterprises Inc. Profit Sharing Plan · Sponsored by Hepburn Enterprises Inc. · New York · Administrative & Support Services

$76K in assets, 1 participants

Hepburn Enterprises Inc.'s Hepburn Enterprises Inc. Profit Sharing Plan reported $76K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #523 in Administrative & Support Services (4,372 peers)

Hepburn Enterprises Inc. multi-year trail

Hepburn Enterprises Inc.'s plans moved -55.7% in assets from 2022 to 2024; this filing shows Hepburn Enterprises Inc. Profit Sharing Plan at $76K / 1 participant.

#523
in Administrative & Support Services (4,372 peers)
-27.3%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hepburn Enterprises Inc. Profit Sharing Plan among the smaller filed plans by assets

Hepburn Enterprises Inc. Profit Sharing Plan vs every filed plan by assets

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

$76,335 5th percentile higher than 5% 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

Hepburn Enterprises Inc. 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. Hepburn Enterprises Inc. 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

  • Hepburn Enterprises Inc. Profit Sharing Plan reported net income rose from -$171K in the plan year 2022 filing to -$29K in the plan year 2023 filing.
  • Hepburn Enterprises Inc. Profit Sharing Plan end-of-year assets fell from $105K in the plan year 2022 filing to $76K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273493615 · Hepburn Enterprises Inc. PY 2023 · Profit Sharing

Hepburn Enterprises Inc. Profit Sharing Plan · $76K · 1 · 5th

  • ASSETS $76K
  • PCT 1
  • EIN 5th
  • RANK Profit Sharing
  • PHOTO near Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan
  • IND ind #523

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 Administrative & Support Services retirement plans → · Plans in New York →

Hepburn Enterprises Inc. Profit Sharing Plan in the asset neighbourhood

Hepburn Enterprises Inc. Profit Sharing PlanHepburn Enterprises Inc. Pro…$76KMartinez-Lorenzo Internal Medicine Services Psc Retirement PlanMartinez-Lorenzo Internal Me…$76KStafford Strategic Group Inc. Retirement PlanStafford Strategic Group Inc…$76KFmw Visions Inc. Retirement PlanFmw Visions Inc. Retirement …$77KYateswright Corp. Retirement PlanYateswright Corp. Retirement…$76K
End-of-year total assets ($M) among Hepburn Enterprises Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Hepburn Enterprises Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hepburn Enterprises Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46K 55.749961901859194% vs 2022
2024 filing year
$0.04M$0.06M$0.08M$0.1M$0.12M 202220232024 $0.1M $0.05M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 1 $105K
2023 1 1 $76K
2024 1 1 $46K

Hepburn Enterprises Inc. filing trail (2023)

Total Assets (Beginning of Year)$105K
Net Assets (End of Year)$76K
Net Income-$29K
Employer EIN273493615
Plan Effective Date2010-09-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Hepburn Enterprises Inc. 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 ($B) Participants Hepburn Enterprises Inc. Profit Sharing Plan, Total assets ($B): 0.000076335 · Participants: 1Hepburn Enterprises Inc. 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
Hepburn Enterprises Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Hepburn Enterprises Inc. Profit Sharing Plan side-by-side with 3 peers →

Hepburn Enterprises Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan in PR ($76K); 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 Hepburn Enterprises Inc. Profit Sharing Plan assets move in 2023? ▼
Hepburn Enterprises Inc. Profit Sharing Plan declined sharply - down 27.3% during 2023, from $105K to $76K. Reported net income was -$29K.
How have Hepburn Enterprises Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hepburn Enterprises Inc.'s sponsor-wide assets declined 55.7%, from $105K to $46K.
Where does Hepburn Enterprises Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hepburn Enterprises Inc. Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Hepburn Enterprises Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan in PR ($76K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Hepburn Enterprises Inc. 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 273493615.

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.