Profit Sharing · DOL Form 5500 · 2024

Victor Tenenbaum Merrill Lynch Profit Sh Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Victor Tenenbaum Merrill Lynch Profit Sharing Plan · Sponsored by Victor Tenenbaum Merrill Lynch Profit Sh · New York · Healthcare & Social Assistance

$4M in assets, 2 participants

Victor Tenenbaum Merrill Lynch Profit Sh's Victor Tenenbaum Merrill Lynch Profit Sharing Plan reported $4M in total assets and 2 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.

  • #6,609 in Healthcare & Social Assistance (16,916 peers)

Victor Tenenbaum Merrill Lynch Profit Sh multi-year trail

Victor Tenenbaum Merrill Lynch Profit Sh's plans moved +18.6% in assets from 2022 to 2024; this filing shows Victor Tenenbaum Merrill Lynch Profit Sharing Plan at $4M / 2 participants.

#6,609
in Healthcare & Social Assistance (16,916 peers)
+7.5%
assets growth YoY

Victor Tenenbaum Merrill Lynch Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs every filed plan by assets

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

$3,836,969 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

Victor Tenenbaum Merrill Lynch 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. Victor Tenenbaum Merrill Lynch Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victor Tenenbaum Merrill Lynch Profit Sharing Plan reported net income fell from $335K in the plan year 2023 filing to $267K in the plan year 2024 filing.
  • Victor Tenenbaum Merrill Lynch Profit Sharing Plan 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 →

Plan-year Form 5500 strip

Filing strip 112917495 · Victor Tenenbaum Merrill Lynch Profit Sh PY 2024 · Profit Sharing

Victor Tenenbaum Merrill Lynch Profit Sharing Plan · $4M · 2 · 38th

  • PHOTO $4M
  • PHOTO 2
  • PHOTO 38th
  • PHOTO Profit Sharing
  • PHOTO near Mammoth Holdings, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #6609

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 →

Victor Tenenbaum Merrill Lynch Profit Sharing Plan in the asset neighbourhood

Victor Tenenbaum Merrill Lynch Profit Sharing PlanVictor Tenenbaum Merrill Lyn…$4MMammoth Holdings, LLC 401(k) Profit Sharing PlanMammoth Holdings, LLC 401(k)…$4MMansfield Electric Co Profit Sharing Plan & TrustMansfield Electric Co Profit…$4MWestminster Village, Inc. 403(b) PlanWestminster Village, Inc. 40…$4MJubilee Landscape Management, Inc. Profit Sharing PlanJubilee Landscape Management…$4M
End-of-year total assets ($M) among Victor Tenenbaum Merrill Lynch Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Victor Tenenbaum Merrill Lynch Profit Sh multi-year asset trail

Sponsor-wide plan assets over time

All Victor Tenenbaum Merrill Lynch Profit Sh plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.610206062554482% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.23M $3.84M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $4M

Victor Tenenbaum Merrill Lynch Profit Sh filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$267K
Employer EIN112917495
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Victor Tenenbaum Merrill Lynch Profit Sharing Plan, Total assets ($B): 0.003836969 · Participants: 2Victor Tenenbaum Merrill Lynch Profit Sharing PlanAnnuity 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
Victor Tenenbaum Merrill Lynch Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Victor Tenenbaum Merrill Lynch Profit Sharing Plan side-by-side with 3 peers →

Victor Tenenbaum Merrill Lynch Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Mammoth Holdings, LLC 401(k) Profit Sharing Plan in GA ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Victor Tenenbaum Merrill Lynch Profit Sharing Plan assets move in 2024? ▼
Victor Tenenbaum Merrill Lynch Profit Sharing Plan grew at a solid clip - up 7.5% during 2024, from $4M to $4M. Reported net income was $267K.
How have Victor Tenenbaum Merrill Lynch Profit Sh plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victor Tenenbaum Merrill Lynch Profit Sh's sponsor-wide assets grew 18.6%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Victor Tenenbaum Merrill Lynch Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mammoth Holdings, LLC 401(k) Profit Sharing Plan in GA ($4M, 634 participants).
Which Profit Sharing plans cover a similar participant headcount to Victor Tenenbaum Merrill Lynch Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 112917495.

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.