Profit Sharing · DOL Form 5500 · 2024
Proper Home Company, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $562K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $561,894
- Avg per participant High balance/head
Official DOL plan name: Proper Home Company, Inc. - Pension Transfer Trust Plan · Sponsored by Proper Home Company, Inc. · New York · Real Estate
$562K in assets, 1 participants
Proper Home Company, Inc.'s Proper Home Company, Inc. - Pension Transfer Trust Plan reported $562K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #1,470 in Real Estate (4,605 peers)
Proper Home Company, Inc. multi-year trail
Proper Home Company, Inc.'s plans moved +55.3% in assets from 2022 to 2024; this filing shows Proper Home Company, Inc. - Pension Transfer Trust Plan at $562K / 1 participant.
- #1,470
- in Real Estate (4,605 peers)
- +54.8%
- assets growth YoY
Proper Home Company, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets
Proper Home Company, Inc. - Pension Transfer Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$561,894 19th percentile higher than 19% 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
Proper Home Company, Inc. - Pension Transfer Trust 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. Proper Home Company, Inc. - Pension Transfer Trust Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Proper Home Company, Inc. - Pension Transfer Trust Plan reported net income rose from $1K in the plan year 2023 filing to $199K in the plan year 2024 filing.
- Proper Home Company, Inc. - Pension Transfer Trust Plan end-of-year assets rose from $363K in the plan year 2023 filing to $562K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 204788814 · Proper Home Company, Inc. PY 2024 · Profit Sharing
Proper Home Company, Inc. - Pension Transfer Trust Plan · $562K · 1 · 19th
- EOY $562K
- 5500 1
- ASSETS 19th
- PCT Profit Sharing
- EIN near Chiara Investments Inc. Retirement Plan
- RANK ind #1470
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 Real Estate retirement plans → · Plans in New York →
Proper Home Company, Inc. - Pension Transfer Trust Plan in the asset neighbourhood
Proper Home Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Proper Home Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $562K 55.2575080613742% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $362K |
| 2023 | 1 | 1 | $363K |
| 2024 | 1 | 1 | $562K |
Proper Home Company, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $363K |
|---|---|
| Net Assets (End of Year) | $562K |
| Net Income | $199K |
| Employer EIN | 204788814 |
| Plan Effective Date | 2006-01-01 |
| 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
Proper Home Company, Inc. - Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Chiara Investments Inc. Retirement Plan in GA ($562K); 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 ($562K here).
- Chiara Investments Inc. Retirement Plan (GA) $562K · 2
- Soler Goyco Retirement Plan (PR) $562K · 4
- High Line Laundry Inc. Retirement Plan (KY) $562K · N/A
- Mario a. Acevedo Bengoechea Retirement Plan (PR) $562K · 1
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.