Profit Sharing · DOL Form 5500 · 2024
Whippoorwill Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $762K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $762,273
- Avg per participant High balance/head
Official DOL plan name: Whippoorwill Associates, Inc. Profit Sharing Plan · Sponsored by Whippoorwill Associates, Inc. · New York · Finance & Insurance
$762K in assets, 1 participants
Whippoorwill Associates, Inc.'s Whippoorwill Associates, Inc. Profit Sharing Plan reported $762K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #992 in Finance & Insurance (8,549 peers)
Whippoorwill Associates, Inc. multi-year trail
Whippoorwill Associates, Inc.'s plans moved -21.7% in assets from 2023 to 2024; this filing shows Whippoorwill Associates, Inc. Profit Sharing Plan at $762K / 1 participant.
- #992
- in Finance & Insurance (8,549 peers)
- -21.7%
- assets change YoY
The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whippoorwill Associates, Inc. Profit Sharing Plan among the smaller filed plans by assets
Whippoorwill Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$762,273 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Whippoorwill Associates, Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whippoorwill Associates, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whippoorwill Associates, Inc. Profit Sharing Plan reported net income fell from $69K in the plan year 2023 filing to -$205K in the plan year 2024 filing.
- Whippoorwill Associates, Inc. Profit Sharing Plan end-of-year assets fell from $973K in the plan year 2023 filing to $762K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133595884 · Whippoorwill Associates, Inc. PY 2024 · Profit Sharing
Whippoorwill Associates, Inc. Profit Sharing Plan · $762K · 1 · 21st
- PART $762K
- PART 1
- PART 21st
- PART Profit Sharing
- PART near Cox Ocular Prosthetics Profit Sharing Plan
- PART ind #992
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 Finance & Insurance retirement plans → · Plans in New York →
Whippoorwill Associates, Inc. Profit Sharing Plan in the asset neighbourhood
Whippoorwill Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Whippoorwill Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $762K 21.673390204254428% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $973K |
| 2024 | 1 | 1 | $762K |
Whippoorwill Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $973K |
|---|---|
| Net Assets (End of Year) | $744K |
| Net Income | -$205K |
| Employer EIN | 133595884 |
| Plan Effective Date | 1991-01-01 |
| 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 $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Whippoorwill Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Cox Ocular Prosthetics Profit Sharing Plan in AL ($762K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($762K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.