Profit Sharing · DOL Form 5500 · 2023

Daniel S Natchez & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 24th
Percentile by assets National rank: $539,336
Avg per participant High balance/head

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Official DOL plan name: Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust · Sponsored by Daniel S Natchez & Associates, Inc. · New York · Professional & Technical Services

$1M in assets, 2 participants

Daniel S Natchez & Associates, Inc.'s Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

#3,975 in Professional & Technical Services (20,321 peers)

Daniel S Natchez & Associates, Inc. multi-year trail

Daniel S Natchez & Associates, Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust at $1M / 2 participants.

#3,975
in Professional & Technical Services (20,321 peers): +14.4%
assets growth YoY

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust among the smaller filed plans by assets

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust vs every filed plan by assets

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

$1,078,671 24th percentile higher than 24% 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

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement 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. Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust reported net income rose from -$23K in the plan year 2022 filing to $136K in the plan year 2023 filing.
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust end-of-year assets rose from $943K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133190422 · Daniel S Natchez & Associates, Inc. PY 2023 · Profit Sharing

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust · $1M · 2 · 24th

5500 $1M
ASSETS 2
PCT 24th
EIN Profit Sharing
RANK near Electron Service Corporation Retirement Plan
PHOTO ind #3975

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Daniel S Natchez & Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1M 17.784831545903305% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$943K
2023	1	2	$1M
2024	1	2	$1M

Daniel S Natchez & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$943K
Net Assets (End of Year)	$1M
Net Income	$136K
Employer EIN	133190422
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust vs. nearby Profit Sharing plans in New York, assets vs. participants

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

Compare Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust side-by-side with 3 peers →

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Electron Service Corporation Retirement Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Electron Service Corporation Retirement Plan (CA) $1M · 3
Puerto Rico Federal Credit Union 1081.01 Retirement Plan (PR) $1M · 51
Kohi Coffee Company Retirement Plan (MA) $1M · 9
Koeppel Holdings Inc. Retirement Plan (TX) $1M · 3

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Kramatron Precision Inc - Profit Sharing Plan (NJ) 2 · 0 off
Group H Capital Corporation Profit Sharing Trust (VA) 2 · 0 off
Sechalf Holdings, Inc. Retirement Plan (TX) 2 · 0 off

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 Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust assets move in 2023? ▼

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust grew at a solid clip - up 14.4% during 2023, from $943K to $1M. Reported net income was $136K.

How have Daniel S Natchez & Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Daniel S Natchez & Associates, Inc.'s sponsor-wide assets grew 17.8%, from $943K to $1M.

Where does Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼

Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust ranks in the 24th 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 Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Electron Service Corporation Retirement Plan in CA ($1M, 3 participants).

Which Profit Sharing plans cover a similar participant headcount to Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement 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 133190422.