Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Paul Smith's College of Arts and Sciences · New York · Educational Services

What the 2023 filing shows

Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan holds $28M for 126 participants — about $222,001 per participant, up 10.7% over the 2023 plan year.

$28M
total plan assets (2023 EOY)
126
covered participants
$222,001
avg assets per participant
+10.7%
assets growth YoY
Total Assets (2023)
$28M
Participants
126
State
Industry
Educational Services

What the Filing Says About Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan

Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by Paul Smith's College of Arts and Sciences, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 126 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 150533545, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2023 to $28M at year-end — a gain of 10.7%. Net assets (after liabilities) closed the year at $28M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$3M
Plan TypeProfit Sharing
Employer EIN150533545
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul Smith's College of Arts and Sciences)

Year Plans Participants Total Assets
2022 1 139 $25M
2023 1 126 $28M
2024 1 112 $30M

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Frequently Asked Questions

How much money is in the Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan holds $28M in total assets with 126 participants. It is sponsored by Paul Smith's College of Arts and Sciences.
What type of plan is Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan?
Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 150533545.
Who sponsors the Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan?
Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan is sponsored by Paul Smith's College of Arts and Sciences, located in New York. The sponsor's EIN is 150533545 and the plan operates in the Educational Services industry.
How did Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan perform in 2023?
Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan grew by 10.7% during 2023, moving from $25M to $28M in total assets. Net income was $3M.
Where can I find official filings for Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan?
Official Form 5500 filings for Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150533545 or plan name at efast.dol.gov.
How does Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan compare to other plans?
You can compare Paul Smith's College of Arts and Sciences Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 150533545.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.