Profit Sharing · DOL Form 5500 · 2023
Bond, Schoeneck & King, PLLC Profit Sharing Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 154
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $691,740
- Avg per participant High balance/head
Official DOL plan name: Bond, Schoeneck & King, PLLC Members Retirement Plan · Sponsored by Bond, Schoeneck & King, PLLC · New York · Professional & Technical Services
$107M in assets, 154 participants
Bond, Schoeneck & King, PLLC's Bond, Schoeneck & King, PLLC Members Retirement Plan reported $107M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,859 in Professional & Technical Services (20,321 peers)
Coverage in New York
Bond, Schoeneck & King, PLLC Members Retirement Plan covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $107M.
- #18,859
- in Professional & Technical Services (20,321 peers)
- +9.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Bond, Schoeneck & King, PLLC Members Retirement Plan's outsized position by total assets
Bond, Schoeneck & King, PLLC Members Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,528,027 Top 8% higher than 92% 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
Bond, Schoeneck & King, PLLC Members Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bond, Schoeneck & King, PLLC Members Retirement Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bond, Schoeneck & King, PLLC Members Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Bond, Schoeneck & King, PLLC Members Retirement Plan reported participants rose from 137 in the plan year 2022 filing to 154 in the plan year 2023 filing.
- Bond, Schoeneck & King, PLLC Members Retirement Plan end-of-year assets rose from $97M in the plan year 2022 filing to $107M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 270015651 · Bond, Schoeneck & King, PLLC PY 2023 · Profit Sharing
Bond, Schoeneck & King, PLLC Members Retirement Plan · $107M · 154 · 92nd
- TYPE $107M
- TYPE 154
- TYPE 92nd
- TYPE Profit Sharing
- TYPE near Operative Plasterers and Cement Masons Profit Sharing Annuity Plan
- TYPE ind #18859
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 →
Bond, Schoeneck & King, PLLC Members Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $9M |
| Employer EIN | 270015651 |
| Plan Effective Date | 1968-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bond, Schoeneck & King, PLLC)
Sponsor-wide plan assets over time
All Bond, Schoeneck & King, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 26.451608313718577% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 772 | $259M |
| 2023 | 2 | 651 | $299M |
| 2024 | 2 | 650 | $328M |
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
Bond, Schoeneck & King, PLLC Members Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Operative Plasterers and Cement Masons Profit Sharing Annuity Plan in OH ($106M); by covered participants it is Peabody Essex Museum 401(a) Plan in MA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Operative Plasterers and Cement Masons Profit Sharing Annuity Plan (OH) $106M · 1,427
- Roofers Union Local 30 Combined Annuity Fund (MI) $106M · 2,061
- Beloit Health System 403(b) Plan (WI) $106M · 1,571
- Baker & Mckenzie Illinois Profit Sharing Plan II (IL) $106M · 586
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Peabody Essex Museum 401(a) Plan (MA) 154 · 0 off
- Pathways Home Health and Hospice 403(b) Plan (CA) 154 · 0 off
- Servicios Legales De Pr, Inc. Coda Profit Sharing Plan (PR) 154 · 0 off
- Alliance Healthcare Services, Inc. Employer (TN) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.