Profit Sharing · DOL Form 5500 · 2023

Herschel Kulefsky, Esq. Profit Sharing Plan

Data updated 2026-08-25

$986K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$328,810
Avg per participant High balance/head
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Official DOL plan name: Herschel Kulefsky, Esq. Profit Sharing Plan · Sponsored by Herschel Kulefsky, Esq. · New York · Professional & Technical Services

$986K in assets, 3 participants

Herschel Kulefsky, Esq.'s Herschel Kulefsky, Esq. Profit Sharing Plan reported $986K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,790 in Professional & Technical Services (20,321 peers)

Herschel Kulefsky, Esq. multi-year trail

Herschel Kulefsky, Esq.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Herschel Kulefsky, Esq. Profit Sharing Plan at $986K / 3 participants.

#3,790
in Professional & Technical Services (20,321 peers)
+9.4%
assets growth YoY

Herschel Kulefsky, Esq. Profit Sharing Plan among the smaller filed plans by assets

Herschel Kulefsky, Esq. Profit Sharing Plan vs every filed plan by assets

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

$986,429 24th percentile higher than 24% 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

Herschel Kulefsky, Esq. 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. Herschel Kulefsky, Esq. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herschel Kulefsky, Esq. Profit Sharing Plan reported net income rose from -$97K in the plan year 2022 filing to $85K in the plan year 2023 filing.
  • Herschel Kulefsky, Esq. Profit Sharing Plan end-of-year assets rose from $902K in the plan year 2022 filing to $986K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133695953 · Herschel Kulefsky, Esq. PY 2023 · Profit Sharing

Herschel Kulefsky, Esq. Profit Sharing Plan · $986K · 3 · 24th

  • PART $986K
  • PART 3
  • PART 24th
  • PART Profit Sharing
  • PART near Mdf Profit Sharing Retirement Plan
  • PART ind #3790

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 →

Herschel Kulefsky, Esq. Profit Sharing Plan in the asset neighbourhood

Herschel Kulefsky, Esq. Profit Sharing PlanHerschel Kulefsky, Esq. Prof…$986KMdf Profit Sharing Retirement PlanMdf Profit Sharing Retiremen…$986KKatz, Fram & Co., a Prof Corp 401(k) Profit Sharing PlanKatz, Fram & Co., a Prof Cor…$987KPalmetto Reality Corporation 401(k) TrustPalmetto Reality Corporation…$987KVander Male Builders Inc Profit Sharing PlanVander Male Builders Inc Pro…$987K
End-of-year total assets ($M) among Herschel Kulefsky, Esq. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Herschel Kulefsky, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Herschel Kulefsky, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.76831768522152% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.52M $6.1M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 6 $5M
2023 2 6 $6M
2024 2 6 $6M

Herschel Kulefsky, Esq. filing trail (2023)

Total Assets (Beginning of Year)$902K
Net Assets (End of Year)$986K
Net Income$85K
Employer EIN133695953
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Herschel Kulefsky, Esq. 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 ($B) Participants Herschel Kulefsky, Esq. Profit Sharing Plan, Total assets ($B): 0.000986429 · Participants: 3Herschel Kulefsky, Esq. 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
Herschel Kulefsky, Esq. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Herschel Kulefsky, Esq. Profit Sharing Plan side-by-side with 3 peers →

Herschel Kulefsky, Esq. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mdf Profit Sharing Retirement Plan in PR ($986K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Herschel Kulefsky, Esq. Profit Sharing Plan assets move in 2023? ▼
Herschel Kulefsky, Esq. Profit Sharing Plan grew at a solid clip - up 9.4% during 2023, from $902K to $986K. Reported net income was $85K.
How have Herschel Kulefsky, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herschel Kulefsky, Esq.'s sponsor-wide assets grew 34.8%, from $5M to $6M.
Where does Herschel Kulefsky, Esq. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Herschel Kulefsky, Esq. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Herschel Kulefsky, Esq. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mdf Profit Sharing Retirement Plan in PR ($986K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Herschel Kulefsky, Esq. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 133695953.

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.