Profit Sharing · DOL Form 5500 · 2024

Roy H. Reeve Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
30
Participants Small participant base
49th
Percentile by assets National rank
$242,836
Avg per participant Above avg balance/head
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Official DOL plan name: Roy H. Reeve Agency, Inc. Profit Sharing Plan · Sponsored by Roy H. Reeve Agency, Inc. · New York · Finance & Insurance

$7M in assets, 30 participants

Roy H. Reeve Agency, Inc.'s Roy H. Reeve Agency, Inc. Profit Sharing Plan reported $7M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,892 in Finance & Insurance (8,549 peers)

Roy H. Reeve Agency, Inc. multi-year trail

Roy H. Reeve Agency, Inc.'s plans moved +15.7% in assets from 2022 to 2024; this filing shows Roy H. Reeve Agency, Inc. Profit Sharing Plan at $7M / 30 participants.

#2,892
in Finance & Insurance (8,549 peers)
+7.0%
assets growth YoY

Roy H. Reeve Agency, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Roy H. Reeve Agency, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,285,082 49th percentile higher than 49% of 123,620 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 2024

Roy H. Reeve Agency, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roy H. Reeve Agency, Inc. Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roy H. Reeve Agency, Inc. Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Roy H. Reeve Agency, Inc. Profit Sharing Plan reported net income fell from $511K in the plan year 2023 filing to $476K in the plan year 2024 filing.
  • Roy H. Reeve Agency, Inc. Profit Sharing Plan reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 112344847 · Roy H. Reeve Agency, Inc. PY 2024 · Profit Sharing

Roy H. Reeve Agency, Inc. Profit Sharing Plan · $7M · 30 · 49th

  • ASSETS $7M
  • PCT 30
  • EIN 49th
  • RANK Profit Sharing
  • PHOTO near Paul R. Earnhart, Inc. Retirement Plan
  • IND ind #2892

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 Finance & Insurance retirement plans → · Plans in New York →

Roy H. Reeve Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Sanderson Custom Homes LLC Profit Sharing PlanSanderson Custom Homes LLC P…$7MAutogermana Bmw 1165(e) Savings PlanAutogermana Bmw 1165(e) Savi…$7MSeacrest Country Day School Defined Contribution Retirement PlanSeacrest Country Day School …$7MRoy H. Reeve Agency, Inc. Profit Sharing PlanRoy H. Reeve Agency, Inc. Pr…$7MPaul R. Earnhart, Inc. Retirement PlanPaul R. Earnhart, Inc. Retir…$7M
End-of-year total assets ($M) among Roy H. Reeve Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Roy H. Reeve Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roy H. Reeve Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.65821564164106% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.3M $7.29M ▲ +15.7%
Year Plans Participants Total Assets
2022 2 57 $6M
2023 1 31 $7M
2024 1 30 $7M

Roy H. Reeve Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$476K
Employer EIN112344847
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Roy H. Reeve Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Roy H. Reeve Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.007285082 · Participants: 30Roy H. Reeve Agency, Inc. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Roy H. Reeve Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Roy H. Reeve Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Roy H. Reeve Agency, 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 Paul R. Earnhart, Inc. Retirement Plan in CA ($7M); by covered participants it is Peterson Company Profit-Sharing Plan in CO (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roy H. Reeve Agency, Inc. Profit Sharing Plan assets move in 2024? ▼
Roy H. Reeve Agency, Inc. Profit Sharing Plan grew at a solid clip - up 7.0% during 2024, from $7M to $7M. Reported net income was $476K.
How have Roy H. Reeve Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roy H. Reeve Agency, Inc.'s sponsor-wide assets grew 15.7%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Roy H. Reeve Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Paul R. Earnhart, Inc. Retirement Plan in CA ($7M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Roy H. Reeve Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Peterson Company Profit-Sharing Plan in CO (30 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112344847.

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.