Profit Sharing · DOL Form 5500 · 2024

Paul S. Forster Profit Sharing Plan

Data updated 2026-08-25

$497K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$496,809
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan of Paul S. Forster · Sponsored by Paul S. Forster · New York · Professional & Technical Services

$497K in assets, 1 participants

Paul S. Forster's Profit Sharing Plan of Paul S. Forster reported $497K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,710 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Profit Sharing Plan of Paul S. Forster holds $497K for 1 participant - about $496,809 per participant, among the smaller plans by assets on file.

#2,710
in Professional & Technical Services (20,173 peers)
+0.9%
assets growth YoY

Profit Sharing Plan of Paul S. Forster among the smaller filed plans by assets

Profit Sharing Plan of Paul S. Forster vs every filed plan by assets

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

$496,809 18th percentile higher than 18% 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

Profit Sharing Plan of Paul S. Forster among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan of Paul S. Forster is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing Plan of Paul S. Forster reported net income fell from $9K in the plan year 2023 filing to $5K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133571721 · Paul S. Forster PY 2024 · Profit Sharing

Profit Sharing Plan of Paul S. Forster · $497K · 1 · 18th

  • TYPE $497K
  • NET 1
  • BOOK 18th
  • VS-ST Profit Sharing
  • BOY near Mr Bagel Company Retirement Plan
  • SCH ind #2710

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 Professional & Technical Services retirement plans → · Plans in New York →

Profit Sharing Plan of Paul S. Forster in the asset neighbourhood

Profit Sharing Plan of Paul S. ForsterProfit Sharing Plan of Paul …$497KMr Bagel Company Retirement PlanMr Bagel Company Retirement …$497KBuild Biz Inc. Retirement PlanBuild Biz Inc. Retirement Pl…$497KShamrock Sign Solutions, Inc. Retirement PlanShamrock Sign Solutions, Inc…$497KLighthouse Laundry Holdings Inc. Retirement PlanLighthouse Laundry Holdings …$497K
End-of-year total assets ($M) among Profit Sharing Plan of Paul S. Forster and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$492K
Net Assets (End of Year)$497K
Net Income$5K
Employer EIN133571721
Plan Effective Date1994-12-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Paul S. Forster)

Sponsor-wide plan assets over time

All Paul S. Forster plans reported in each filing year

Latest sponsor-wide plan assets
$497K 2.8443141662992244% vs 2022
2024 filing year
$0.47M$0.48M$0.49M$0.5M$0.51M 202220232024 $0.48M $0.5M ▲ +4.2%
Year Plans Participants Total Assets
2022 1 1 $483K
2023 1 1 $492K
2024 1 1 $497K

Nearby Profit Sharing Plans in New York

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

Profit Sharing Plan of Paul S. Forster vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Profit Sharing Plan of Paul S. Forster, Total assets ($B): 0.000496809 · Participants: 1Profit Sharing Plan of Paul S. ForsterAnnuity 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
Profit Sharing Plan of Paul S. Forster vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Profit Sharing Plan of Paul S. Forster side-by-side with 3 peers →

Profit Sharing Plan of Paul S. Forster's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mr Bagel Company Retirement Plan in KY ($497K); 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 ($497K 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.

Frequently Asked Questions

How did Profit Sharing Plan of Paul S. Forster assets move in 2024? ▼
Profit Sharing Plan of Paul S. Forster held essentially flat - up 0.9% during 2024, from $492K to $497K. Reported net income was $5K.
How have Paul S. Forster plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul S. Forster's sponsor-wide assets grew 2.8%, from $483K to $497K.
Where does Profit Sharing Plan of Paul S. Forster rank by assets among Form 5500 filers? ▼
Profit Sharing Plan of Paul S. Forster ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Profit Sharing Plan of Paul S. Forster? ▼
Among Profit Sharing plans in other states, the closest by assets is Mr Bagel Company Retirement Plan in KY ($497K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan of Paul S. Forster? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133571721.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.