Profit Sharing · DOL Form 5500 · 2023

M. Chalom and Son, Inc. Profit Sharing Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$253,444
Avg per participant Above avg balance/head
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Official DOL plan name: M. Chalom and Son, Inc. Profit Sharing Plan and Trust · Sponsored by M. Chalom and Son, Inc. · New York · Wholesale Trade

$507K in assets, 2 participants

M. Chalom and Son, Inc.'s M. Chalom and Son, Inc. Profit Sharing Plan and Trust reported $507K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #569 in Wholesale Trade (6,309 peers)

M. Chalom and Son, Inc. multi-year trail

M. Chalom and Son, Inc.'s plans moved -12.0% in assets from 2022 to 2024; this filing shows M. Chalom and Son, Inc. Profit Sharing Plan and Trust at $507K / 2 participants.

#569
in Wholesale Trade (6,309 peers)
-3.6%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

M. Chalom and Son, Inc. Profit Sharing Plan and Trust among the smaller filed plans by assets

M. Chalom and Son, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$506,887 18th percentile higher than 18% 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

M. Chalom and Son, Inc. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. M. Chalom and Son, Inc. Profit Sharing Plan and Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • M. Chalom and Son, Inc. Profit Sharing Plan and Trust reported net income rose from -$352K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • M. Chalom and Son, Inc. Profit Sharing Plan and Trust end-of-year assets fell from $526K in the plan year 2022 filing to $507K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131556673 · M. Chalom and Son, Inc. PY 2023 · Profit Sharing

M. Chalom and Son, Inc. Profit Sharing Plan and Trust · $507K · 2 · 18th

  • NET $507K
  • NET 2
  • NET 18th
  • NET Profit Sharing
  • NET near Ruth Rivera Melendez Retirement Plan
  • NET ind #569

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 Wholesale Trade retirement plans → · Plans in New York →

M. Chalom and Son, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

M. Chalom and Son, Inc. Profit Sharing Plan and TrustM. Chalom and Son, Inc. Prof…$507KRuth Rivera Melendez Retirement PlanRuth Rivera Melendez Retirem…$507KFrancisco Del Rio Ferrer Profit Sharing Retirement PlanFrancisco Del Rio Ferrer Pro…$506KManuel Naredo Villar Retirement PlanManuel Naredo Villar Retirem…$506KInmediata Health Group 1081. 01(D) PlanInmediata Health Group 1081.…$506K
End-of-year total assets ($M) among M. Chalom and Son, Inc. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

M. Chalom and Son, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All M. Chalom and Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$463K 11.982961892446946% vs 2022
2024 filing year
$0.45M$0.5M$0.55M 202220232024 $0.53M $0.46M ▼ -13.2%
Year Plans Participants Total Assets
2022 1 2 $526K
2023 1 2 $507K
2024 1 2 $463K

M. Chalom and Son, Inc. filing trail (2023)

Total Assets (Beginning of Year)$526K
Net Assets (End of Year)$507K
Net Income-$19K
Employer EIN131556673
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

M. Chalom and Son, Inc. Profit Sharing Plan and Trust 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 ($B) Participants M. Chalom and Son, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.000506887 · Participants: 2M. Chalom and Son, Inc. Profit Sharing Plan and TrustAnnuity 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
M. Chalom and Son, Inc. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare M. Chalom and Son, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

M. Chalom and Son, Inc. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Ruth Rivera Melendez Retirement Plan in PR ($507K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 M. Chalom and Son, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
M. Chalom and Son, Inc. Profit Sharing Plan and Trust edged down modestly - down 3.6% during 2023, from $526K to $507K. Reported net income was -$19K.
How have M. Chalom and Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), M. Chalom and Son, Inc.'s sponsor-wide assets declined 12.0%, from $526K to $463K.
Where does M. Chalom and Son, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
M. Chalom and Son, Inc. Profit Sharing Plan and Trust ranks in the 18th 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 M. Chalom and Son, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Ruth Rivera Melendez Retirement Plan in PR ($507K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to M. Chalom and Son, Inc. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 131556673.

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.