Profit Sharing · DOL Form 5500 · 2023
The Legal Aid Society Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 597
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $79,021
- Avg per participant Below avg balance/head
Official DOL plan name: The Legal Aid Society Retirement Plan · Sponsored by The Legal Aid Society · New York · Professional & Technical Services
$47M in assets, 597 participants
The Legal Aid Society's The Legal Aid Society Retirement Plan reported $47M in total assets and 597 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #17,487 in Professional & Technical Services (20,321 peers)
Where The Legal Aid Society Retirement Plan sits by assets
The Legal Aid Society Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 597 participants (~$79,021/participant), up 14.9% in 2023.
- #17,487
- in Professional & Technical Services (20,321 peers)
- +14.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Legal Aid Society Retirement Plan's outsized position by total assets
The Legal Aid Society Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$47,175,292 Top 15% higher than 85% 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
The Legal Aid Society Retirement 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. The Legal Aid Society Retirement Plan sits mid-pack in the medium band (597 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Legal Aid Society Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Legal Aid Society Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- The Legal Aid Society Retirement Plan reported participants rose from 566 in the plan year 2022 filing to 597 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135562265 · The Legal Aid Society PY 2023 · Profit Sharing
The Legal Aid Society Retirement Plan · $47M · 597 · 85th
- VS-ST $47M
- VS-ST 597
- VS-ST 85th
- VS-ST Profit Sharing
- VS-ST near Sheet Metal Workers Local 44 Annuity Fund
- VS-ST ind #17487
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 →
The Legal Aid Society Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $6M |
| Employer EIN | 135562265 |
| Plan Effective Date | 2004-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Legal Aid Society)
Sponsor-wide plan assets over time
All The Legal Aid Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 17.102847074587675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,864 | $333M |
| 2023 | 3 | 1,761 | $367M |
| 2024 | 3 | 1,784 | $390M |
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
The Legal Aid Society Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Sheet Metal Workers Local 44 Annuity Fund in PA ($47M); by covered participants it is Dyke Industries, Inc. Profit Sharing Plan & Trust in AR (596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Sheet Metal Workers Local 44 Annuity Fund (PA) $47M · 333
- Prent Corporation Employees' Profit Sharing Plan (WI) $47M · 420
- Annual Reviews 403(b) DC Plan (CA) $47M · 92
- Regional District Council Retirement Plan (OR) $47M · 1,613
Similar participant headcount
Nearest other-state filings by covered participants (597 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.