Profit Sharing · DOL Form 5500 · 2022

Harbert Realty Corp Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
35th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Harbert Realty Corp Profit Sharing Plan · Sponsored by Harbert Realty Corp · New York · Real Estate

$2M in assets, 1 participants

Harbert Realty Corp's Harbert Realty Corp Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,689 in Real Estate (5,057 peers)

Harbert Realty Corp multi-year trail

Harbert Realty Corp's plans moved +47.4% in assets from 2022 to 2024; this filing shows Harbert Realty Corp Profit Sharing Plan at $2M / 1 participant.

#2,689
in Real Estate (5,057 peers)
-19.8%
assets change YoY

The plan reported a net loss of $521K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harbert Realty Corp Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Harbert Realty Corp Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,106,645 35th percentile higher than 35% of 139,123 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 2022

Harbert Realty Corp Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbert Realty Corp Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 112744169 · Harbert Realty Corp PY 2022 · Profit Sharing

Harbert Realty Corp Profit Sharing Plan · $2M · 1 · 35th

  • TYPE $2M
  • TYPE 1
  • TYPE 35th
  • TYPE Profit Sharing
  • TYPE near Jensen & Pilegard Profit Sharing Plan
  • TYPE ind #2689

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 Real Estate retirement plans → · Plans in New York →

Harbert Realty Corp Profit Sharing Plan in the asset neighbourhood

Harbert Realty Corp Profit Sharing PlanHarbert Realty Corp Profit S…$2MJensen & Pilegard Profit Sharing PlanJensen & Pilegard Profit Sha…$2MRobert a. Motel P.C., Profit Sharing PlanRobert a. Motel P.C., Profit…$2MAntolin J. Alvarez Pont Retirement PlanAntolin J. Alvarez Pont Reti…$2MMichael Page Davis Insurance Agency, Inc. Profit Sharing PlanMichael Page Davis Insurance…$2M
End-of-year total assets ($M) among Harbert Realty Corp Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Harbert Realty Corp multi-year asset trail

Sponsor-wide plan assets over time

All Harbert Realty Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 47.35306613121813% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.11M $3.1M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $3M
2024 1 1 $3M

Harbert Realty Corp filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$521K
Employer EIN112744169
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Harbert Realty Corp Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Harbert Realty Corp Profit Sharing Plan, Total assets ($B): 0.002106645 · Participants: 1Harbert Realty Corp Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Harbert Realty Corp Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Harbert Realty Corp Profit Sharing Plan side-by-side with 3 peers →

Harbert Realty Corp Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Jensen & Pilegard Profit Sharing Plan in CA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harbert Realty Corp Profit Sharing Plan assets move in 2022? ▼
Harbert Realty Corp Profit Sharing Plan declined sharply - down 19.8% during 2022, from $3M to $2M. Reported net income was -$521K.
How have Harbert Realty Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbert Realty Corp's sponsor-wide assets grew 47.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Harbert Realty Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jensen & Pilegard Profit Sharing Plan in CA ($2M, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Harbert Realty Corp Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112744169.

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.