Profit Sharing · DOL Form 5500 · 2023

Chamberlain & Steward Associates Ltd Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
32nd
Percentile by assets National rank
$757,205
Avg per participant High balance/head
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Official DOL plan name: Chamberlain & Steward Profit Sharing Plan and Trust · Sponsored by Chamberlain & Steward Associates Ltd · New York · Management of Enterprises

$2M in assets, 3 participants

Chamberlain & Steward Associates Ltd's Chamberlain & Steward Profit Sharing Plan and Trust reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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 Management of Enterprises (1,137 peers)

Chamberlain & Steward Associates Ltd multi-year trail

Chamberlain & Steward Associates Ltd's plans moved +22.9% in assets from 2022 to 2024; this filing shows Chamberlain & Steward Profit Sharing Plan and Trust at $2M / 3 participants.

#211
in Management of Enterprises (1,137 peers)
+6.1%
assets growth YoY

Chamberlain & Steward Profit Sharing Plan and Trust among the smaller filed plans by assets

Chamberlain & Steward Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,271,615 32nd percentile higher than 32% 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

Chamberlain & Steward 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. Chamberlain & Steward Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chamberlain & Steward Profit Sharing Plan and Trust reported net income rose from -$484K in the plan year 2022 filing to $130K in the plan year 2023 filing.
  • Chamberlain & Steward Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133279213 · Chamberlain & Steward Associates Ltd PY 2023 · Profit Sharing

Chamberlain & Steward Profit Sharing Plan and Trust · $2M · 3 · 32nd

  • ASSETS $2M
  • PCT 3
  • EIN 32nd
  • RANK Profit Sharing
  • PHOTO near Turrini Ventures Incorporated Retirement Plan
  • IND 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 Management of Enterprises retirement plans → · Plans in New York →

Chamberlain & Steward Profit Sharing Plan and Trust in the asset neighbourhood

Chamberlain & Steward Profit Sharing Plan and TrustChamberlain & Steward Profit…$2MTurrini Ventures Incorporated Retirement PlanTurrini Ventures Incorporate…$2MIntracoastal Labs Inc. Retirement PlanIntracoastal Labs Inc. Retir…$2MWooden Ships of Hoboken Inc 401(k) Profit Sharing PlanWooden Ships of Hoboken Inc …$2MBsl Professional Services, Inc Retirement PlanBsl Professional Services, I…$2M
End-of-year total assets ($M) among Chamberlain & Steward Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Chamberlain & Steward Associates Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Chamberlain & Steward Associates Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.9288523150786% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.14M $2.63M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $3M

Chamberlain & Steward Associates Ltd filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$130K
Employer EIN133279213
Plan Effective Date1985-06-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Chamberlain & Steward 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 ($B) Participants Chamberlain & Steward Profit Sharing Plan and Trust, Total assets ($B): 0.002271615 · Participants: 3Chamberlain & Steward 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
Chamberlain & Steward Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Chamberlain & Steward Profit Sharing Plan and Trust side-by-side with 3 peers →

Chamberlain & Steward 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 Turrini Ventures Incorporated Retirement Plan in CA ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

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 Chamberlain & Steward Profit Sharing Plan and Trust assets move in 2023? ▼
Chamberlain & Steward Profit Sharing Plan and Trust grew at a solid clip - up 6.1% during 2023, from $2M to $2M. Reported net income was $130K.
How have Chamberlain & Steward Associates Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chamberlain & Steward Associates Ltd's sponsor-wide assets grew 22.9%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Chamberlain & Steward Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Turrini Ventures Incorporated Retirement Plan in CA ($2M, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Chamberlain & Steward Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 133279213.

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.