Profit Sharing · DOL Form 5500 · 2023
Kurt S. Adler, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $237,177
- Avg per participant Above avg balance/head
Official DOL plan name: Kurt S. Adler Inc. Profit Sharing Plan · Sponsored by Kurt S. Adler, Inc. · New York · Wholesale Trade
$21M in assets, 89 participants
Kurt S. Adler, Inc.'s Kurt S. Adler Inc. Profit Sharing Plan reported $21M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #4,464 in Wholesale Trade (6,309 peers)
2023 asset change
Kurt S. Adler Inc. Profit Sharing Plan grew at a solid clip 8.8% in 2023 ($19M → $21M) for 89 participants.
- #4,464
- in Wholesale Trade (6,309 peers)
- +8.8%
- assets growth YoY
Kurt S. Adler Inc. Profit Sharing Plan's outsized position by total assets
Kurt S. Adler Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,108,746 Top 26% higher than 74% 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
Kurt S. Adler Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kurt S. Adler Inc. Profit Sharing Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kurt S. Adler Inc. Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Kurt S. Adler Inc. Profit Sharing Plan reported participants fell from 98 in the plan year 2022 filing to 89 in the plan year 2023 filing.
- Kurt S. Adler Inc. Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 135654539 · Kurt S. Adler, Inc. PY 2023 · Profit Sharing
Kurt S. Adler Inc. Profit Sharing Plan · $21M · 89 · 74th
- TYPE $21M
- TYPE 89
- TYPE 74th
- TYPE Profit Sharing
- TYPE near Seaside Amusements, Inc. Profit Sharing Plan
- TYPE ind #4464
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 →
Kurt S. Adler Inc. Profit Sharing Plan in the asset neighbourhood
Kurt S. Adler, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Kurt S. Adler, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 8.772937458080511% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $19M |
| 2023 | 1 | 89 | $21M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 135654539 |
| Plan Effective Date | 2015-04-01 |
| 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
Kurt S. Adler Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Seaside Amusements, Inc. Profit Sharing Plan in PA ($21M); by covered participants it is Ferraiuoli LLC Retirement Plan Retirement Plan in PR (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.