Profit Sharing · DOL Form 5500 · 2023
Citrin Cooperman & Company LLP Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 603
- Participants Below avg headcount
- 53rd
- Percentile by assets National rank
- $12,540
- Avg per participant Low balance/head
Official DOL plan name: Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 · Sponsored by Citrin Cooperman & Company LLP · New York · Professional & Technical Services
$8M in assets, 603 participants
Citrin Cooperman & Company LLP's Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 reported $8M in total assets and 603 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,364 in Professional & Technical Services (20,321 peers)
Citrin Cooperman & Company LLP multi-year trail
Citrin Cooperman & Company LLP's plans moved +47.3% in assets from 2022 to 2023; this filing shows Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 at $8M / 603 participants.
- #10,364
- in Professional & Technical Services (20,321 peers)
- +39.2%
- assets growth YoY
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1's mid-pack asset rank among Professional & Technical Services and all filers
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,561,459 Top 47% higher than 53% 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
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 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. Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 sits mid-pack in the medium band (603 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 reported net income rose from -$333K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 reported participants rose from 533 in the plan year 2022 filing to 603 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 222428965 · Citrin Cooperman & Company LLP PY 2023 · Profit Sharing
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 · $8M · 603 · 53rd
- BOOK $8M
- BOOK 603
- BOOK 53rd
- BOOK Profit Sharing
- BOOK near Jack V. Butterfield Investment Company
- BOOK ind #10364
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 →
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1 in the asset neighbourhood
Citrin Cooperman & Company LLP multi-year asset trail
Sponsor-wide plan assets over time
All Citrin Cooperman & Company LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $307M 47.30723882506682% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,996 | $208M |
| 2023 | 3 | 2,380 | $307M |
Citrin Cooperman & Company LLP filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 222428965 |
| Plan Effective Date | 2008-01-01 |
| 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
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 1's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Jack V. Butterfield Investment Company in MI ($8M); by covered participants it is Operating Engineers Local 318 Supplemental Retirement Plan in TN (601 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Jack V. Butterfield Investment Company (MI) $8M · 8
- Resthaven 403(b) Retirement Plan (MI) $8M · 548
- The Arc of Blackstone Valley Profit Sharing Plan (RI) $8M · 181
- Soldier on 403(b) Plan (MA) $8M · 156
Similar participant headcount
Nearest other-state filings by covered participants (603 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.