Profit Sharing · DOL Form 5500 · 2024
Michael P. Caffery Attorney at Law Retirement Pl Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $1.7M
- Avg per participant High balance/head
Official DOL plan name: Michael P. Caffery Attorney at Law Retirement Plan · Sponsored by Michael P. Caffery Attorney at Law Retirement Pl · New York · Professional & Technical Services
$2M in assets, 1 participants
Michael P. Caffery Attorney at Law Retirement Pl's Michael P. Caffery Attorney at Law Retirement Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,707 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Michael P. Caffery Attorney at Law Retirement Plan holds $2M for 1 participant - about $1.7M per participant, in the lower half of filed plans by assets.
- #4,707
- in Professional & Technical Services (20,173 peers)
- -1.6%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michael P. Caffery Attorney at Law Retirement Plan among the smaller filed plans by assets
Michael P. Caffery Attorney at Law Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,710,452 28th percentile higher than 28% 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
Michael P. Caffery Attorney at Law Retirement 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. Michael P. Caffery Attorney at Law Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Michael P. Caffery Attorney at Law Retirement Plan reported net income fell from $153K in the plan year 2023 filing to -$28K in the plan year 2024 filing.
- Michael P. Caffery Attorney at Law Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161155924 · Michael P. Caffery Attorney at Law Retirement Pl PY 2024 · Profit Sharing
Michael P. Caffery Attorney at Law Retirement Plan · $2M · 1 · 28th
- RANK $2M
- RANK 1
- RANK 28th
- RANK Profit Sharing
- RANK near Alta E. Mekaelian, Dds Profit Sharing Plan and Trust
- RANK ind #4707
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 →
Michael P. Caffery Attorney at Law Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$28K |
| Employer EIN | 161155924 |
| Plan Effective Date | 1980-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael P. Caffery Attorney at Law Retirement Pl)
Sponsor-wide plan assets over time
All Michael P. Caffery Attorney at Law Retirement Pl plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.856975304126741% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
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
Michael P. Caffery Attorney at Law Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Alta E. Mekaelian, Dds Profit Sharing Plan and Trust in IL ($2M); 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 ($2M 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.