Profit Sharing · DOL Form 5500 · 2023

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan

Data updated 2026-08-25

$76K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$76,288
Avg per participant Below avg balance/head
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Official DOL plan name: Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan · Sponsored by Edward J. Filkowski, C.P.a., P.C. · New York · Professional & Technical Services

$76K in assets, 1 participants

Edward J. Filkowski, C.P.a., P.C.'s Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan reported $76K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #911 in Professional & Technical Services (20,321 peers)

Edward J. Filkowski, C.P.a., P.C. multi-year trail

Edward J. Filkowski, C.P.a., P.C.'s plans moved +17.9% in assets from 2022 to 2024; this filing shows Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan at $76K / 1 participant.

#911
in Professional & Technical Services (20,321 peers)
+3.5%
assets growth YoY

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan among the smaller filed plans by assets

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$76,288 5th percentile higher than 5% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan reported net income fell from $11K in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan end-of-year assets rose from $74K in the plan year 2022 filing to $76K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113297672 · Edward J. Filkowski, C.P.a., P.C. PY 2023 · Profit Sharing

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan · $76K · 1 · 5th

  • EBSA $76K
  • EBSA 1
  • EBSA 5th
  • EBSA Profit Sharing
  • EBSA near Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan
  • EBSA ind #911

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 →

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan in the asset neighbourhood

Edward J. Filkowski, C.P.a., P.C. Profit Sharing PlanEdward J. Filkowski, C.P.a.,…$76KMartinez-Lorenzo Internal Medicine Services Psc Retirement PlanMartinez-Lorenzo Internal Me…$76KStafford Strategic Group Inc. Retirement PlanStafford Strategic Group Inc…$76KYateswright Corp. Retirement PlanYateswright Corp. Retirement…$76KFmw Visions Inc. Retirement PlanFmw Visions Inc. Retirement …$77K
End-of-year total assets ($M) among Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Edward J. Filkowski, C.P.a., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Edward J. Filkowski, C.P.a., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$87K 17.8655268335708% vs 2022
2024 filing year
$0.06M$0.07M$0.08M$0.09M$0.1M 202220232024 $0.07M $0.09M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1 $74K
2023 1 1 $76K
2024 1 1 $87K

Edward J. Filkowski, C.P.a., P.C. filing trail (2023)

Total Assets (Beginning of Year)$74K
Net Assets (End of Year)$76K
Net Income$3K
Employer EIN113297672
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan, Total assets ($B): 0.000076288 · Participants: 1Edward J. Filkowski, C.P.a., P.C. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan side-by-side with 3 peers →

Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan in PR ($76K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan assets move in 2023? ▼
Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan edged up modestly - up 3.5% during 2023, from $74K to $76K. Reported net income was $3K.
How have Edward J. Filkowski, C.P.a., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward J. Filkowski, C.P.a., P.C.'s sponsor-wide assets grew 17.9%, from $74K to $87K.
Where does Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martinez-Lorenzo Internal Medicine Services Psc Retirement Plan in PR ($76K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Edward J. Filkowski, C.P.a., P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113297672.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.