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
431
Participants Below avg headcount
53rd
Percentile by assets National rank
$17,611
Avg per participant Low balance/head
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Official DOL plan name: Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 · Sponsored by Citrin Cooperman & Company LLP · New York · Professional & Technical Services

$8M in assets, 431 participants

Citrin Cooperman & Company LLP's Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 reported $8M in total assets and 431 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.

  • #10,381 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. 3 at $8M / 431 participants.

#10,381
in Professional & Technical Services (20,321 peers)
+59.2%
assets growth YoY

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3's mid-pack asset rank among Professional & Technical Services and all filers

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 vs every filed plan by assets

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

$7,590,330 Top 47% higher than 53% 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

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 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. 3 sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 reported net income rose from $52K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 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. 3 reported participants rose from 413 in the plan year 2022 filing to 431 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222428965 · Citrin Cooperman & Company LLP PY 2023 · Profit Sharing

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 · $8M · 431 · 53rd

  • BOOK $8M
  • VS-ST 431
  • BOY 53rd
  • SCH Profit Sharing
  • EBSA near Silver Ark, LLC 401(k) Profit Sharing Plan
  • PART ind #10381

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. 3 in the asset neighbourhood

M. Jacobs Fine Furniture Profit Sharing PlanM. Jacobs Fine Furniture Pro…$8MIndependent Dialysis Foundation, Inc. Retirement Plan and TrustIndependent Dialysis Foundat…$8MSilver Ark, LLC 401(k) Profit Sharing PlanSilver Ark, LLC 401(k) Profi…$8MRr Group, Inc Employee's Profit Sharing PlanRr Group, Inc Employee's Pro…$8MCitrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3Citrin Cooperman & Company L…$8M
End-of-year total assets ($M) among Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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
$150M$200M$250M$300M$350M 20222023 $208M $307M ▲ +47.3%
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$3M
Employer EIN222428965
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 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 ($B) Participants Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3, Total assets ($B): 0.00759033 · Participants: 431Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3Annuity 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
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 side-by-side with 3 peers →

Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Silver Ark, LLC 401(k) Profit Sharing Plan in WI ($8M); by covered participants it is Builders Insulation Holdings, Inc. Profit Sharing Plan in WI (431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (431 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 Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 assets move in 2023? ▼
Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3 surged - up 59.2% during 2023, from $5M to $8M. Reported net income was $3M.
How have Citrin Cooperman & Company LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Citrin Cooperman & Company LLP's sponsor-wide assets grew 47.3%, from $208M to $307M.
Which Profit Sharing plans are similar in size to Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3? ▼
Among Profit Sharing plans in other states, the closest by assets is Silver Ark, LLC 401(k) Profit Sharing Plan in WI ($8M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Citrin Cooperman & Company LLP Profit Sharing Plan - Plan No. 3? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Builders Insulation Holdings, Inc. Profit Sharing Plan in WI (431 participants, $6M 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 222428965.

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.