Profit Sharing · DOL Form 5500 · 2023
Urban Resource Institute Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 415
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $38,429
- Avg per participant Low balance/head
Official DOL plan name: Uri Employee's Retirement Pension Plan · Sponsored by Urban Resource Institute · New York · Healthcare & Social Assistance
$16M in assets, 415 participants
Urban Resource Institute's Uri Employee's Retirement Pension Plan reported $16M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #12,980 in Healthcare & Social Assistance (17,684 peers)
Urban Resource Institute multi-year trail
Urban Resource Institute's plans moved +34.9% in assets from 2022 to 2024; this filing shows Uri Employee's Retirement Pension Plan at $16M / 415 participants.
- #12,980
- in Healthcare & Social Assistance (17,684 peers)
- +17.4%
- assets growth YoY
Uri Employee's Retirement Pension Plan's outsized position by total assets
Uri Employee's Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,948,038 Top 32% higher than 68% 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
Uri Employee's Retirement Pension 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. Uri Employee's Retirement Pension Plan sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uri Employee's Retirement Pension Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Uri Employee's Retirement Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Uri Employee's Retirement Pension Plan reported participants fell from 493 in the plan year 2022 filing to 415 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 112561648 · Urban Resource Institute PY 2023 · Profit Sharing
Uri Employee's Retirement Pension Plan · $16M · 415 · 68th
- 5500 $16M
- ASSETS 415
- PCT 68th
- EIN Profit Sharing
- RANK near Pal Muthappan Profit Sharing
- PHOTO ind #12980
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 →
Uri Employee's Retirement Pension Plan in the asset neighbourhood
Urban Resource Institute multi-year asset trail
Sponsor-wide plan assets over time
All Urban Resource Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 34.86832289226118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 493 | $14M |
| 2023 | 1 | 415 | $16M |
| 2024 | 1 | 596 | $18M |
Urban Resource Institute filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 112561648 |
| Plan Effective Date | 2012-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
Uri Employee's Retirement Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Pal Muthappan Profit Sharing in PA ($16M); by covered participants it is The Village for Families & Children, Inc. 403(b)DC Plan in CT (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.
- The Village for Families & Children, Inc. 403(b)DC Plan (CT) 416 · 1 off
- Life, Inc. Retirement Plan and Trust (NC) 417 · 2 off
- Health Partners of Western Ohio 403(b) Plan (OH) 413 · 2 off
- Lifestream 403(b) Plan (CA) 417 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.