Profit Sharing · DOL Form 5500 · 2023
Leading Elderly Inc. Profit Sharing Plan
Data updated 2026-08-25
- $12K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $11,627
- Avg per participant Low balance/head
Official DOL plan name: Leading Elderly Inc. Retirement Plan · Sponsored by Leading Elderly Inc. · New York · Healthcare & Social Assistance
$12K in assets, 1 participants
Leading Elderly Inc.'s Leading Elderly Inc. Retirement Plan reported $12K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #211 in Healthcare & Social Assistance (17,684 peers)
Leading Elderly Inc. multi-year trail
Leading Elderly Inc.'s plans moved -77.0% in assets from 2022 to 2024; this filing shows Leading Elderly Inc. Retirement Plan at $12K / 1 participant.
- #211
- in Healthcare & Social Assistance (17,684 peers)
- -74.0%
- assets change YoY
The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Leading Elderly Inc. Retirement Plan among the smaller filed plans by assets
Leading Elderly Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,627 2nd percentile higher than 2% 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
Leading Elderly Inc. Retirement 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. Leading Elderly Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leading Elderly Inc. Retirement Plan reported net income fell from $45K in the plan year 2022 filing to -$33K in the plan year 2023 filing.
- Leading Elderly Inc. Retirement Plan end-of-year assets fell from $45K in the plan year 2022 filing to $12K in the plan year 2023 filing.
DOL schedule card
Filing strip 880937016 · Leading Elderly Inc. PY 2023 · Profit Sharing
Leading Elderly Inc. Retirement Plan · $12K · 1 · 2nd
- 5500 $12K
- 5500 1
- 5500 2nd
- 5500 Profit Sharing
- 5500 near Murdoch Finance Co. Inc. Employee Profit Sharing Plan
- 5500 ind #211
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Leading Elderly Inc. Retirement Plan in the asset neighbourhood
Leading Elderly Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Leading Elderly Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10K 77.01082580298828% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $45K |
| 2023 | 1 | 1 | $12K |
| 2024 | 1 | 3 | $10K |
Leading Elderly Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $45K |
|---|---|
| Net Assets (End of Year) | $12K |
| Net Income | -$33K |
| Employer EIN | 880937016 |
| Plan Effective Date | 2022-03-04 |
| 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
Leading Elderly Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Murdoch Finance Co. Inc. Employee Profit Sharing Plan in ID ($12K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.