Defined Benefit (Pension) · DOL Form 5500 · 2023

Herschel Kulefsky, Esq. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
43rd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Herschel Kulefsky, Esq. Retirement Plan · Sponsored by Herschel Kulefsky, Esq. · New York · Professional & Technical Services

$5M in assets, 3 participants

Herschel Kulefsky, Esq.'s Herschel Kulefsky, Esq. Retirement Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,164 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. Retirement Plan at $5M / 3 participants.

#8,164
in Professional & Technical Services (20,321 peers)
+26.1%
assets growth YoY

Herschel Kulefsky, Esq. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$4,566,115 43rd percentile higher than 43% 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. 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. Herschel Kulefsky, Esq. Retirement 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. Retirement Plan reported net income rose from -$636K in the plan year 2022 filing to $944K in the plan year 2023 filing.
  • Herschel Kulefsky, Esq. Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133695953 · Herschel Kulefsky, Esq. PY 2023 · Defined Benefit (Pension)

Herschel Kulefsky, Esq. Retirement Plan · $5M · 3 · 43rd

  • 5500 $5M
  • ASSETS 3
  • PCT 43rd
  • EIN Defined Benefit (Pension)
  • RANK near Asmoc Pension Plan
  • PHOTO ind #8164

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. Retirement Plan in the asset neighbourhood

Herschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$5MAsmoc Pension Plan$5MSbera Pension Plan as Adopted by Lee BankSbera Pension Plan as Adopte…$5MRussellville Engineered Castings Union Retirement PlanRussellville Engineered Cast…$5MWells Manufacturing Pension PlanWells Manufacturing Pension …$5M
End-of-year total assets ($M) among Herschel Kulefsky, Esq. Retirement Plan and nearest nationwide Defined Benefit (Pension) 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)$4M
Net Assets (End of Year)$5M
Net Income$944K
Employer EIN133695953
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Herschel Kulefsky, Esq. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Herschel Kulefsky, Esq. Retirement Plan, Total assets ($B): 0.004566115 · Participants: 3Herschel Kulefsky, Esq. Retirement PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Herschel Kulefsky, Esq. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Herschel Kulefsky, Esq. Retirement Plan side-by-side with 3 peers →

Herschel Kulefsky, Esq. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Asmoc Pension Plan in AL ($5M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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. Retirement Plan assets move in 2023? ▼
Herschel Kulefsky, Esq. Retirement Plan grew sharply - up 26.1% during 2023, from $4M to $5M. Reported net income was $944K.
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.
Which Defined Benefit (Pension) plans are similar in size to Herschel Kulefsky, Esq. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Asmoc Pension Plan in AL ($5M, 108 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Herschel Kulefsky, Esq. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A 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.