Profit Sharing · DOL Form 5500 · 2024

Unger Realty Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
37th
Percentile by assets National rank
$260,120
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unger Realty Services Inc. Retirement Plan · Sponsored by Unger Realty Services, Inc. · New York · Real Estate

$4M in assets, 14 participants

Unger Realty Services, Inc.'s Unger Realty Services Inc. Retirement Plan reported $4M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,614 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Unger Realty Services Inc. Retirement Plan ranks #2,614 of 4,605 2024 filers by assets (713% of the sector average)-$4M for 14 participants.

#2,614
in Real Estate (4,605 peers)
+10.6%
assets growth YoY

Unger Realty Services Inc. Retirement Plan's mid-pack asset rank among Real Estate and all filers

Unger Realty Services Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,641,684 37th percentile higher than 37% of 123,620 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 2024

Unger Realty Services Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unger Realty Services Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unger Realty Services Inc. Retirement Plan reported net income fell from $737K in the plan year 2023 filing to $350K in the plan year 2024 filing.
  • Unger Realty Services Inc. Retirement Plan reported participants fell from 16 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Unger Realty Services Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113134707 · Unger Realty Services, Inc. PY 2024 · Profit Sharing

Unger Realty Services Inc. Retirement Plan · $4M · 14 · 37th

  • VS-ST $4M
  • BOY 14
  • SCH 37th
  • EBSA Profit Sharing
  • PART near Blue Sky Dental Retirement Plan
  • TYPE ind #2614

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 Real Estate retirement plans → · Plans in New York →

Unger Realty Services Inc. Retirement Plan in the asset neighbourhood

Bml, Inc. Profit Sharing Plan$4MUnger Realty Services Inc. Retirement PlanUnger Realty Services Inc. R…$4MBlue Sky Dental Retirement PlanBlue Sky Dental Retirement P…$4MKarman Inc Profit Sharing PlanKarman Inc Profit Sharing Pl…$4MSpring Investments Inc. Retirement PlanSpring Investments Inc. Reti…$4M
End-of-year total assets ($M) among Unger Realty Services Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$350K
Employer EIN113134707
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unger Realty Services, Inc.)

Sponsor-wide plan assets over time

All Unger Realty Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 42.523072973292415% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.56M $3.64M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 16 $3M
2023 1 16 $3M
2024 1 14 $4M

Nearby Profit Sharing Plans in New York

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

Unger Realty Services Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Unger Realty Services Inc. Retirement Plan, Total assets ($B): 0.003641684 · Participants: 14Unger Realty Services Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Unger Realty Services Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Unger Realty Services Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Blue Sky Dental Retirement Plan in CA ($4M); by covered participants it is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); 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.

Frequently Asked Questions

How did Unger Realty Services Inc. Retirement Plan assets move in 2024?
Unger Realty Services Inc. Retirement Plan grew at a solid clip - up 10.6% during 2024, from $3M to $4M. Reported net income was $350K.
How have Unger Realty Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Unger Realty Services, Inc.'s sponsor-wide assets grew 42.5%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Unger Realty Services Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Blue Sky Dental Retirement Plan in CA ($4M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Unger Realty Services Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Seaside Amusements, Inc. Profit Sharing Plan in PA (14 participants, $22M in assets).