Profit Sharing · DOL Form 5500 · 2023
Shefa School Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 114
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $58,414
- Avg per participant Low balance/head
Official DOL plan name: Shefa School 403(b) Plan · Sponsored by Shefa School · New York · Educational Services
$7M in assets, 114 participants
Shefa School's Shefa School 403(b) Plan reported $7M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #1,282 in Educational Services (3,735 peers)
Coverage in New York
Shefa School 403(b) Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #1,282
- in Educational Services (3,735 peers)
- +35.2%
- assets growth YoY
Shefa School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Shefa School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,659,212 Top 50% higher than 50% 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
Shefa School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shefa School 403(b) Plan sits mid-pack in the medium band (114 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shefa School 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Shefa School 403(b) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Shefa School 403(b) Plan reported participants rose from 103 in the plan year 2022 filing to 114 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 472048496 · Shefa School PY 2023 · Profit Sharing
Shefa School 403(b) Plan · $7M · 114 · 50th
- VS-ST $7M
- BOY 114
- SCH 50th
- EBSA Profit Sharing
- PART near The Contractors Retirement Plan
- TYPE ind #1282
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 Educational Services retirement plans → · Plans in New York →
Shefa School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 472048496 |
| Plan Effective Date | 2015-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shefa School)
Sponsor-wide plan assets over time
All Shefa School plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 65.19291189330437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $5M |
| 2023 | 1 | 114 | $7M |
| 2024 | 1 | 119 | $8M |
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
Shefa School 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is The Contractors Retirement Plan in AK ($7M); by covered participants it is Alproem Engineering Contractor Retirement Plan in PR (114 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.
- Alproem Engineering Contractor Retirement Plan (PR) 114 · 0 off
- Nachri Defined Contribution Plan (KS) 114 · 0 off
- Exterior Design, Inc. Profit Sharing Plan (MD) 114 · 0 off
- Ali'i Health Center 401(a) Plan (HI) 114 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.