Profit Sharing · DOL Form 5500 · 2024
Steven R. Harris Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $524,828
- Avg per participant High balance/head
Official DOL plan name: Steven R. Harris Retirement Plan and Trust · Sponsored by Steven R. Harris · New York · Professional & Technical Services
$3M in assets, 6 participants
Steven R. Harris's Steven R. Harris Retirement Plan and Trust reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #6,311 in Professional & Technical Services (20,173 peers)
Steven R. Harris multi-year trail
Steven R. Harris's plans moved +41.3% in assets from 2022 to 2024; this filing shows Steven R. Harris Retirement Plan and Trust at $3M / 6 participants.
- #6,311
- in Professional & Technical Services (20,173 peers)
- +20.0%
- assets growth YoY
Steven R. Harris Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Steven R. Harris Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,148,965 35th percentile higher than 35% 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
Steven R. Harris Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven R. Harris Retirement Plan and Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Steven R. Harris Retirement Plan and Trust reported net income rose from $395K in the plan year 2023 filing to $525K in the plan year 2024 filing.
- Steven R. Harris Retirement Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 133244149 · Steven R. Harris PY 2024 · Profit Sharing
Steven R. Harris Retirement Plan and Trust · $3M · 6 · 35th
- PART $3M
- PART 6
- PART 35th
- PART Profit Sharing
- PART near M. Joy Spivak Enterprises, Inc. Profit Sharing Plan
- PART ind #6311
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 →
Steven R. Harris Retirement Plan and Trust in the asset neighbourhood
Steven R. Harris multi-year asset trail
Sponsor-wide plan assets over time
All Steven R. Harris plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 41.25321568829747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 6 | $3M |
Steven R. Harris filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $525K |
| Employer EIN | 133244149 |
| Plan Effective Date | 1998-01-01 |
| 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
Steven R. Harris Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is M. Joy Spivak Enterprises, Inc. Profit Sharing Plan in CA ($3M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.