Profit Sharing · DOL Form 5500 · 2024
Bader & Yakaitis, LLP Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $772,428
- Avg per participant High balance/head
Official DOL plan name: Bader & Yakaitis Profit Sharing Plan & Trust · Sponsored by Bader & Yakaitis, LLP · New York · Professional & Technical Services
$8M in assets, 10 participants
Bader & Yakaitis, LLP's Bader & Yakaitis Profit Sharing Plan & Trust reported $8M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #9,782 in Professional & Technical Services (20,173 peers)
Bader & Yakaitis, LLP multi-year trail
Bader & Yakaitis, LLP's plans moved +28.5% in assets from 2022 to 2024; this filing shows Bader & Yakaitis Profit Sharing Plan & Trust at $8M / 10 participants.
- #9,782
- in Professional & Technical Services (20,173 peers)
- +11.4%
- assets growth YoY
Bader & Yakaitis Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Bader & Yakaitis Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,724,275 Top 50% higher than 50% 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
Bader & Yakaitis Profit Sharing Plan & 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. Bader & Yakaitis Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bader & Yakaitis Profit Sharing Plan & Trust reported net income fell from $925K in the plan year 2023 filing to $788K in the plan year 2024 filing.
- Bader & Yakaitis Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133373146 · Bader & Yakaitis, LLP PY 2024 · Profit Sharing
Bader & Yakaitis Profit Sharing Plan & Trust · $8M · 10 · 50th
- EBSA $8M
- EBSA 10
- EBSA 50th
- EBSA Profit Sharing
- EBSA near Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan
- EBSA ind #9782
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 →
Bader & Yakaitis Profit Sharing Plan & Trust in the asset neighbourhood
Bader & Yakaitis, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Bader & Yakaitis, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 28.512462969131153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $6M |
| 2023 | 1 | 10 | $7M |
| 2024 | 1 | 10 | $8M |
Bader & Yakaitis, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $788K |
| Employer EIN | 133373146 |
| Plan Effective Date | 1988-01-01 |
| 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
Bader & Yakaitis Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Centro De Servicios Primarios De Salud De Patillas Inc Savings Plan in PR ($8M); by covered participants it is Ts Cafe Incorporated Retirement Plan in PA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Ts Cafe Incorporated Retirement Plan (PA) 10 · 0 off
- Dt Wright Holdings Inc. Retirement Plan (OH) 10 · 0 off
- Nstar Sport, Inc. Retirement Plan (WA) 10 · 0 off
- Dione Schwartz Inc. Retirement Plan (AZ) 10 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.