Profit Sharing · DOL Form 5500 · 2024
Tepper & Tepper Psychology PC Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $347,330
- Avg per participant High balance/head
Official DOL plan name: Tepper & Tepper Psychology PC Profit Sharing Plan · Sponsored by Tepper & Tepper Psychology PC · New York · Healthcare & Social Assistance
$1M in assets, 3 participants
Tepper & Tepper Psychology PC's Tepper & Tepper Psychology PC Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,279 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Tepper & Tepper Psychology PC Profit Sharing Plan holds $1M for 3 participants - about $347,330 per participant, among the smaller plans by assets on file.
- #3,279
- in Healthcare & Social Assistance (16,916 peers)
- +6.9%
- assets growth YoY
Tepper & Tepper Psychology PC Profit Sharing Plan among the smaller filed plans by assets
Tepper & Tepper Psychology PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,041,991 23rd percentile higher than 23% 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
Tepper & Tepper Psychology PC 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. Tepper & Tepper Psychology PC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tepper & Tepper Psychology PC Profit Sharing Plan reported net income rose from $9K in the plan year 2023 filing to $67K in the plan year 2024 filing.
- Tepper & Tepper Psychology PC Profit Sharing Plan end-of-year assets rose from $975K in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133473309 · Tepper & Tepper Psychology PC PY 2024 · Profit Sharing
Tepper & Tepper Psychology PC Profit Sharing Plan · $1M · 3 · 23rd
- EOY $1M
- EOY 3
- EOY 23rd
- EOY Profit Sharing
- EOY near Douglas R Roeca Profit Sharing Plan
- EOY ind #3279
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Tepper & Tepper Psychology PC Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $975K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $67K |
| Employer EIN | 133473309 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tepper & Tepper Psychology PC)
Sponsor-wide plan assets over time
All Tepper & Tepper Psychology PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 7.962678989576642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $965K |
| 2023 | 1 | 3 | $975K |
| 2024 | 1 | 3 | $1M |
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
Tepper & Tepper Psychology PC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Douglas R Roeca Profit Sharing Plan in CA ($1M); 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 ($1M 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.