Profit Sharing · DOL Form 5500 · 2023
Shield of David, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $16,596
- Avg per participant Low balance/head
Official DOL plan name: The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit · Sponsored by Shield of David, Inc. · New York · Healthcare & Social Assistance
$2M in assets, 134 participants
Shield of David, Inc.'s The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit reported $2M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,460 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #5,460
- in Healthcare & Social Assistance (17,684 peers)
- +40.0%
- assets growth YoY
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit among the smaller filed plans by assets
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,223,881 32nd percentile higher than 32% 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 Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit 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 Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit reported net income rose from $181K in the plan year 2022 filing to $237K in the plan year 2023 filing.
- The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit reported participants rose from 132 in the plan year 2022 filing to 134 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131740041 · Shield of David, Inc. PY 2023 · Profit Sharing
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit · $2M · 134 · 32nd
- TYPE $2M
- NET 134
- BOOK 32nd
- VS-ST Profit Sharing
- BOY near Trigg County Hospital Retirement Plan
- SCH ind #5460
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $237K |
| Employer EIN | 131740041 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shield of David, Inc.)
Sponsor-wide plan assets over time
All Shield of David, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 87.50761259440735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 236 | $17M |
| 2023 | 2 | 227 | $18M |
| 2024 | 2 | 223 | $2M |
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 Shield Institute Pension Plan for Members of the District Council 1707 Bargaining Unit's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Trigg County Hospital Retirement Plan in KY ($2M); by covered participants it is Norland International, Inc 401(k) Plan in NE (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Norland International, Inc 401(k) Plan (NE) 134 · 0 off
- The Anti-Cruelty Society 403(b) Plan (IL) 134 · 0 off
- Solheim Lutheran Home 403(b) Retirement Plan (CA) 134 · 0 off
- G & S Motor Equipment Co., Inc. Profit Sharing Plan (NJ) 134 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.