Profit Sharing · DOL Form 5500 · 2024
Kersner Profit Sharing Plan Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $672,065
- Avg per participant High balance/head
Official DOL plan name: Kersner Profit Sharing Trust · Sponsored by Kersner Profit Sharing Plan · New York · Retail Trade
$2M in assets, 3 participants
Kersner Profit Sharing Plan's Kersner Profit Sharing Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #3,383 in Retail Trade (8,048 peers)
Kersner Profit Sharing Plan multi-year trail
Kersner Profit Sharing Plan's plans moved +93.5% in assets from 2022 to 2024; this filing shows Kersner Profit Sharing Trust at $2M / 3 participants.
- #3,383
- in Retail Trade (8,048 peers)
- +34.6%
- assets growth YoY
Kersner Profit Sharing Trust among the smaller filed plans by assets
Kersner Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,016,196 30th percentile higher than 30% 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
Kersner Profit Sharing Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kersner Profit Sharing Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kersner Profit Sharing Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Kersner Profit Sharing Trust reported net income rose from $456K in the plan year 2023 filing to $518K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 112150742 · Kersner Profit Sharing Plan PY 2024 · Profit Sharing
Kersner Profit Sharing Trust · $2M · 3 · 30th
- 5500 $2M
- ASSETS 3
- PCT 30th
- EIN Profit Sharing
- RANK near Profit Sharing Plan Qrp Keogh
- PHOTO ind #3383
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 Retail Trade retirement plans → · Plans in New York →
Kersner Profit Sharing Trust in the asset neighbourhood
Kersner Profit Sharing Plan multi-year asset trail
Sponsor-wide plan assets over time
All Kersner Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 93.53636037267486% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $2M |
Kersner Profit Sharing Plan filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $518K |
| Employer EIN | 112150742 |
| Plan Effective Date | 1968-12-30 |
| 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
Kersner Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Profit Sharing Plan Qrp Keogh in NM ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 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 (3 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.