Profit Sharing · DOL Form 5500 · 2024

Joel I Banker Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
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Official DOL plan name: Joel I. Banker Inc. - Profit Sharing Plan · Sponsored by Joel I Banker Profit Sharing Plan · Connecticut · Real Estate

$5M in assets, 2 participants

Joel I Banker Profit Sharing Plan's Joel I. Banker Inc. - Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,857 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Joel I. Banker Inc. - Profit Sharing Plan ranks #2,857 of 4,605 2024 filers by assets (508% of the sector average)-$5M for 2 participants.

#2,857
in Real Estate (4,605 peers)
+16.2%
assets growth YoY

Joel I. Banker Inc. - Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Joel I. Banker Inc. - Profit Sharing Plan vs every filed plan by assets

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

$5,111,289 42nd percentile higher than 42% 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

Joel I. Banker Inc. - 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. Joel I. Banker Inc. - 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

  • Joel I. Banker Inc. - Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Joel I. Banker Inc. - Profit Sharing Plan reported net income fell from $763K in the plan year 2023 filing to $712K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 132550375 · Joel I Banker Profit Sharing Plan PY 2024 · Profit Sharing

Joel I. Banker Inc. - Profit Sharing Plan · $5M · 2 · 42nd

  • VS-ST $5M
  • BOY 2
  • SCH 42nd
  • EBSA Profit Sharing
  • PART near Center for Foot and Ankle Ps Plan
  • TYPE ind #2857

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 Connecticut →

Joel I. Banker Inc. - Profit Sharing Plan in the asset neighbourhood

Academia Maria Reina Inc Coda Profit Sharing PlanAcademia Maria Reina Inc Cod…$5MJoel I. Banker Inc. - Profit Sharing PlanJoel I. Banker Inc. - Profit…$5MCenter for Foot and Ankle Ps PlanCenter for Foot and Ankle Ps…$5MRobert O. Ruder, M.D., a Professional Corporation Profit Sharing PlanRobert O. Ruder, M.D., a Pro…$5MErie Neighborhood House 403(b)Erie Neighborhood House 403(…$5M
End-of-year total assets ($M) among Joel I. Banker Inc. - Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Estate filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$712K
Employer EIN132550375
Plan Effective Date1966-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Joel I Banker Profit Sharing Plan)

Sponsor-wide plan assets over time

All Joel I Banker Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.56460821240309% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.64M $5.11M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 2 $4M
2023 1 2 $4M
2024 1 2 $5M

Nearby Profit Sharing Plans in Connecticut

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

Joel I. Banker Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Joel I. Banker Inc. - Profit Sharing Plan, Total assets ($B): 0.005111289 · Participants: 2Joel I. Banker Inc. - Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Joel I. Banker Inc. - Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Joel I. Banker Inc. - Profit Sharing Plan side-by-side with 3 peers →

Joel I. Banker Inc. - Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Center for Foot and Ankle Ps Plan in VA ($5M); 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 Joel I. Banker Inc. - Profit Sharing Plan assets move in 2024? ▼
Joel I. Banker Inc. - Profit Sharing Plan grew sharply - up 16.2% during 2024, from $4M to $5M. Reported net income was $712K.
How have Joel I Banker Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joel I Banker Profit Sharing Plan's sponsor-wide assets grew 40.6%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Joel I. Banker Inc. - Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Center for Foot and Ankle Ps Plan in VA ($5M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Joel I. Banker Inc. - 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 132550375.

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.