Profit Sharing · DOL Form 5500 · 2024
R. P. Luce & Co. Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $378,553
- Avg per participant High balance/head
Official DOL plan name: Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan · Sponsored by R. P. Luce & Co. Inc. · New York · Wholesale Trade
$2M in assets, 5 participants
R. P. Luce & Co. Inc.'s Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,081 in Wholesale Trade (6,080 peers)
R. P. Luce & Co. Inc. multi-year trail
R. P. Luce & Co. Inc.'s plans moved +34.6% in assets from 2022 to 2024; this filing shows Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan at $2M / 5 participants.
- #1,081
- in Wholesale Trade (6,080 peers)
- +16.7%
- assets growth YoY
Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan among the smaller filed plans by assets
Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,892,764 29th percentile higher than 29% 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
Tefra Amended and Restated R.P. Luce & Company 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. Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan reported net income rose from $215K in the plan year 2023 filing to $271K in the plan year 2024 filing.
- Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 221612574 · R. P. Luce & Co. Inc. PY 2024 · Profit Sharing
Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan · $2M · 5 · 29th
- PART $2M
- PART 5
- PART 29th
- PART Profit Sharing
- PART near Putnam-Greene Financial Corporation Profit Sharing Plan
- PART ind #1081
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 Wholesale Trade retirement plans → · Plans in New York →
Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan in the asset neighbourhood
R. P. Luce & Co. Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R. P. Luce & Co. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 34.55875505191431% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
R. P. Luce & Co. Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $271K |
| Employer EIN | 221612574 |
| Plan Effective Date | 1959-01-30 |
| 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
Tefra Amended and Restated R.P. Luce & Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Putnam-Greene Financial Corporation Profit Sharing Plan in GA ($2M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 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 (5 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.