Profit Sharing · DOL Form 5500 · 2023
Schupbach, Williams & Pavone, LLP Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $516,696
- Avg per participant High balance/head
Official DOL plan name: Schupbach, Williams & Pavone, LLP Profit Sharing Plan · Sponsored by Schupbach, Williams & Pavone, LLP · New York · Professional & Technical Services
$4M in assets, 8 participants
Schupbach, Williams & Pavone, LLP's Schupbach, Williams & Pavone, LLP Profit Sharing Plan reported $4M in total assets and 8 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.
- #7,787 in Professional & Technical Services (20,321 peers)
Schupbach, Williams & Pavone, LLP multi-year trail
Schupbach, Williams & Pavone, LLP's plans moved -19.0% in assets from 2022 to 2024; this filing shows Schupbach, Williams & Pavone, LLP Profit Sharing Plan at $4M / 8 participants.
- #7,787
- in Professional & Technical Services (20,321 peers)
- +3.1%
- assets growth YoY
Schupbach, Williams & Pavone, LLP Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Schupbach, Williams & Pavone, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,133,569 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Schupbach, Williams & Pavone, LLP 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. Schupbach, Williams & Pavone, LLP Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schupbach, Williams & Pavone, LLP Profit Sharing Plan reported net income rose from -$220K in the plan year 2022 filing to $126K in the plan year 2023 filing.
- Schupbach, Williams & Pavone, LLP Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 112983709 · Schupbach, Williams & Pavone, LLP PY 2023 · Profit Sharing
Schupbach, Williams & Pavone, LLP Profit Sharing Plan · $4M · 8 · 41st
- EIN $4M
- RANK 8
- PHOTO 41st
- IND Profit Sharing
- EOY near American Century Investments
- 5500 ind #7787
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 →
Schupbach, Williams & Pavone, LLP Profit Sharing Plan in the asset neighbourhood
Schupbach, Williams & Pavone, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Schupbach, Williams & Pavone, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.955479076044103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 8 | $3M |
Schupbach, Williams & Pavone, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $126K |
| Employer EIN | 112983709 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Schupbach, Williams & Pavone, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is American Century Investments in CA ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.