Profit Sharing · DOL Form 5500 · 2023

Matthew S. Dulberg Profit Sharing Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$456,911
Avg per participant High balance/head
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Official DOL plan name: Matthew S. Dulberg Profit Sharing Plan · Sponsored by Matthew S. Dulberg · New York · Professional & Technical Services

$914K in assets, 2 participants

Matthew S. Dulberg's Matthew S. Dulberg Profit Sharing Plan reported $914K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,644 in Professional & Technical Services (20,321 peers)

Matthew S. Dulberg multi-year trail

Matthew S. Dulberg's plans moved +16.9% in assets from 2022 to 2024; this filing shows Matthew S. Dulberg Profit Sharing Plan at $914K / 2 participants.

#3,644
in Professional & Technical Services (20,321 peers)
+8.5%
assets growth YoY

Matthew S. Dulberg Profit Sharing Plan among the smaller filed plans by assets

Matthew S. Dulberg Profit Sharing Plan vs every filed plan by assets

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

$913,821 23rd percentile higher than 23% 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

Matthew S. Dulberg 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. Matthew S. Dulberg Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Matthew S. Dulberg Profit Sharing Plan reported net income rose from -$45K in the plan year 2022 filing to $72K in the plan year 2023 filing.
  • Matthew S. Dulberg Profit Sharing Plan end-of-year assets rose from $842K in the plan year 2022 filing to $914K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113473172 · Matthew S. Dulberg PY 2023 · Profit Sharing

Matthew S. Dulberg Profit Sharing Plan · $914K · 2 · 23rd

  • SCH $914K
  • EBSA 2
  • PART 23rd
  • TYPE Profit Sharing
  • NET near David G. Hagenbuch Profit Sharing Plan
  • BOOK ind #3644

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 →

Matthew S. Dulberg Profit Sharing Plan in the asset neighbourhood

Matthew S. Dulberg Profit Sharing PlanMatthew S. Dulberg Profit Sh…$914KDavid G. Hagenbuch Profit Sharing PlanDavid G. Hagenbuch Profit Sh…$914KRam Enterprises, Inc. Retirement Savings PlanRam Enterprises, Inc. Retire…$914KCam Management Inc. Retirement PlanCam Management Inc. Retireme…$913KL. Moreno & Y. Davila Profit Sharing Retirement PlanL. Moreno & Y. Davila Profit…$913K
End-of-year total assets ($M) among Matthew S. Dulberg Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Matthew S. Dulberg multi-year asset trail

Sponsor-wide plan assets over time

All Matthew S. Dulberg plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.941501704950905% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.29M $1.51M ▲ +17.1%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 2 4 $1M
2024 2 4 $2M

Matthew S. Dulberg filing trail (2023)

Total Assets (Beginning of Year)$842K
Net Assets (End of Year)$914K
Net Income$72K
Employer EIN113473172
Plan Effective Date1990-05-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Matthew S. Dulberg 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 ($B) Participants Matthew S. Dulberg Profit Sharing Plan, Total assets ($B): 0.000913821 · Participants: 2Matthew S. Dulberg 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
Matthew S. Dulberg Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Matthew S. Dulberg Profit Sharing Plan side-by-side with 3 peers →

Matthew S. Dulberg Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is David G. Hagenbuch Profit Sharing Plan in IL ($914K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Matthew S. Dulberg Profit Sharing Plan assets move in 2023? ▼
Matthew S. Dulberg Profit Sharing Plan grew at a solid clip - up 8.5% during 2023, from $842K to $914K. Reported net income was $72K.
How have Matthew S. Dulberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthew S. Dulberg's sponsor-wide assets grew 16.9%, from $1M to $2M.
Where does Matthew S. Dulberg Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Matthew S. Dulberg Profit Sharing Plan ranks in the 23rd 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 Matthew S. Dulberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is David G. Hagenbuch Profit Sharing Plan in IL ($914K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Matthew S. Dulberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 113473172.

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.