Profit Sharing · DOL Form 5500 · 2024

Donnelly Mechanical Corp. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
134
Participants Small participant base
38th
Percentile by assets National rank
$30,030
Avg per participant Low balance/head
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Official DOL plan name: Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees · Sponsored by Donnelly Mechanical Corp. · New York · Construction

$4M in assets, 134 participants

Donnelly Mechanical Corp.'s Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported $4M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,353 in Construction (9,039 peers)

Coverage in New York

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $4M.

#3,353
in Construction (9,039 peers)
+1.8%
assets growth YoY

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees's mid-pack asset rank among Construction and all filers

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs every filed plan by assets

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

$4,023,996 38th percentile higher than 38% 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

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported net income fell from $324K in the plan year 2023 filing to $72K in the plan year 2024 filing.
  • Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees reported participants fell from 151 in the plan year 2023 filing to 134 in the plan year 2024 filing.
  • Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112957503 · Donnelly Mechanical Corp. PY 2024 · Profit Sharing

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees · $4M · 134 · 38th

  • EOY $4M
  • 5500 134
  • ASSETS 38th
  • PCT Profit Sharing
  • EIN near Milledgeville Ob/Gyn Associates, P.C. Profit Sharing Plan
  • RANK ind #3353

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 Construction retirement plans → · Plans in New York →

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees in the asset neighbourhood

Milledgeville Ob/Gyn Associates, P.C. Profit Sharing PlanMilledgeville Ob/Gyn Associa…$4MClinical Pathology Associates, P.C. Profit Sharing PlanClinical Pathology Associate…$4MSchomer & Associates, Inc. Profit Sharing Savings PlanSchomer & Associates, Inc. P…$4MMaster Group Employees Retirement PlanMaster Group Employees Retir…$4MDonnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesDonnelly Mechanical Corp. Pr…$4M
End-of-year total assets ($M) among Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$72K
Employer EIN112957503
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donnelly Mechanical Corp.)

Sponsor-wide plan assets over time

All Donnelly Mechanical Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.918632667389035% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.63M $4.02M ▲ +10.7%
Year Plans Participants Total Assets
2022 1 147 $4M
2023 1 151 $4M
2024 1 134 $4M

Nearby Profit Sharing Plans in New York

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

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees, Total assets ($B): 0.004023996 · Participants: 134Donnelly Mechanical Corp. Profit Sharing Plan for Union EmployeesAnnuity 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
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees side-by-side with 3 peers →

Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Milledgeville Ob/Gyn Associates, P.C. Profit Sharing Plan in GA ($4M); by covered participants it is Shriver Nursing Services, Inc 403(b) Plan in MA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees assets move in 2024? ▼
Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees edged up modestly - up 1.8% during 2024, from $4M to $4M. Reported net income was $72K.
How have Donnelly Mechanical Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donnelly Mechanical Corp.'s sponsor-wide assets grew 10.9%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees? ▼
Among Profit Sharing plans in other states, the closest by assets is Milledgeville Ob/Gyn Associates, P.C. Profit Sharing Plan in GA ($4M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Donnelly Mechanical Corp. Profit Sharing Plan for Union Employees? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Shriver Nursing Services, Inc 403(b) Plan in MA (134 participants, $12M 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 112957503.

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.