Profit Sharing · DOL Form 5500 · 2023

Victor Tenenbaum Merrill Lynch Profit Sh Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Victor Tenenbaum Merrill Lynch Profit Sharing Plan · Sponsored by Victor Tenenbaum Merrill Lynch Profit Sh · New York · Healthcare & Social Assistance

$4M in assets, 2 participants

Victor Tenenbaum Merrill Lynch Profit Sh's Victor Tenenbaum Merrill Lynch Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,124 in Healthcare & Social Assistance (17,684 peers)

Victor Tenenbaum Merrill Lynch Profit Sh multi-year trail

Victor Tenenbaum Merrill Lynch Profit Sh's plans moved +18.6% in assets from 2022 to 2024; this filing shows Victor Tenenbaum Merrill Lynch Profit Sharing Plan at $4M / 2 participants.

#7,124
in Healthcare & Social Assistance (17,684 peers)
+10.4%
assets growth YoY

Victor Tenenbaum Merrill Lynch Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs every filed plan by assets

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

$3,569,879 38th percentile higher than 38% 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

Victor Tenenbaum Merrill Lynch 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. Victor Tenenbaum Merrill Lynch 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

  • Victor Tenenbaum Merrill Lynch Profit Sharing Plan reported net income rose from -$485K in the plan year 2022 filing to $335K in the plan year 2023 filing.
  • Victor Tenenbaum Merrill Lynch Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112917495 · Victor Tenenbaum Merrill Lynch Profit Sh PY 2023 · Profit Sharing

Victor Tenenbaum Merrill Lynch Profit Sharing Plan · $4M · 2 · 38th

  • BOY $4M
  • BOY 2
  • BOY 38th
  • BOY Profit Sharing
  • BOY near Jinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002)
  • BOY ind #7124

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Victor Tenenbaum Merrill Lynch Profit Sharing Plan in the asset neighbourhood

Victor Tenenbaum Merrill Lynch Profit Sharing PlanVictor Tenenbaum Merrill Lyn…$4MJinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002)Jinichi Tokeshi, M.D., Inc. …$4M4thought Sociedad Anonima Profit Sharing Plan4thought Sociedad Anonima Pr…$4MJeffrey W Irwin Dds Profit Sharing Pension PlanJeffrey W Irwin Dds Profit S…$4MSatish C Singla Md PC Profit Sharing PlanSatish C Singla Md PC Profit…$4M
End-of-year total assets ($M) among Victor Tenenbaum Merrill Lynch Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Victor Tenenbaum Merrill Lynch Profit Sh multi-year asset trail

Sponsor-wide plan assets over time

All Victor Tenenbaum Merrill Lynch Profit Sh plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.610206062554482% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.23M $3.84M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Victor Tenenbaum Merrill Lynch Profit Sh filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$335K
Employer EIN112917495
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Victor Tenenbaum Merrill Lynch 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 ($B) Participants Victor Tenenbaum Merrill Lynch Profit Sharing Plan, Total assets ($B): 0.003569879 · Participants: 2Victor Tenenbaum Merrill Lynch 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
Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Victor Tenenbaum Merrill Lynch Profit Sharing Plan side-by-side with 3 peers →

Victor Tenenbaum Merrill Lynch Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Jinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002) in HI ($4M); 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 Victor Tenenbaum Merrill Lynch Profit Sharing Plan assets move in 2023? ▼
Victor Tenenbaum Merrill Lynch Profit Sharing Plan grew at a solid clip - up 10.4% during 2023, from $3M to $4M. Reported net income was $335K.
How have Victor Tenenbaum Merrill Lynch Profit Sh plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor Tenenbaum Merrill Lynch Profit Sh's sponsor-wide assets grew 18.6%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Victor Tenenbaum Merrill Lynch Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002) in HI ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor Tenenbaum Merrill Lynch 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 112917495.

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.