Profit Sharing · DOL Form 5500 · 2023
The Legal Aid Society Profit Sharing Plan
Data updated 2026-08-11
- $47M
- Total assets
- 597
- Participants
- 85th
- Percentile by assets
- $79,021
- Avg per participant
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.
- 85th percentile by assets (of 127,072 plans)
- #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.
- $47M
- total plan assets (2023 EOY)
- 597
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $79,021
- avg assets per participant
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.
The Legal Aid Society Retirement Plan vs the 2023 asset distribution
By assets, The Legal Aid Society Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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)
| 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.
The Legal Aid Society Retirement Plan 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Legal Aid Society Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Legal Aid Society Retirement Plan assets move in 2023? ▼
How have The Legal Aid Society plan assets changed over time? ▼
Where does The Legal Aid Society Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Legal Aid Society Retirement Plan? ▼
Next read for The Legal Aid Society Retirement Plan
Scale reading
Ways to act on The Legal Aid Society Retirement Plan's numbers.
- By total assets, The Legal Aid Society Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- The Legal Aid Society's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans