Profit Sharing · DOL Form 5500 · 2024

Mitchell Broder, Cpa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
30th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Mitchell Broder, Cpa Profit Sharing Plan · Sponsored by Mitchell Broder, Cpa · New York · Professional & Technical Services

$2M in assets, 1 participants

Mitchell Broder, Cpa's Mitchell Broder, Cpa Profit Sharing Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,118 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Mitchell Broder, Cpa Profit Sharing Plan holds $2M for 1 participant - about $2.0M per participant, in the lower half of filed plans by assets.

#5,118
in Professional & Technical Services (20,173 peers)
+6.2%
assets growth YoY

Mitchell Broder, Cpa Profit Sharing Plan among the smaller filed plans by assets

Mitchell Broder, Cpa Profit Sharing Plan vs every filed plan by assets

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

$2,045,791 30th percentile higher than 30% 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

Mitchell Broder, Cpa 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. Mitchell Broder, Cpa Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mitchell Broder, Cpa Profit Sharing Plan reported net income rose from $102K in the plan year 2023 filing to $119K in the plan year 2024 filing.
  • Mitchell Broder, Cpa Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133901373 · Mitchell Broder, Cpa PY 2024 · Profit Sharing

Mitchell Broder, Cpa Profit Sharing Plan · $2M · 1 · 30th

  • VS-ST $2M
  • BOY 1
  • SCH 30th
  • EBSA Profit Sharing
  • PART near A-1 Action Nursing Care, Inc. Profit Sharing Plan and Trust
  • TYPE ind #5118

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 →

Mitchell Broder, Cpa Profit Sharing Plan in the asset neighbourhood

Mitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2MA-1 Action Nursing Care, Inc. Profit Sharing Plan and TrustA-1 Action Nursing Care, Inc…$2MWestern Plumbing of Bozeman Employee Profit Sharing PlanWestern Plumbing of Bozeman …$2MSpace Lab Development, Inc. Retirement PlanSpace Lab Development, Inc. …$2MSunset Retirement Communities, Inc. Savings and Retirement PlanSunset Retirement Communitie…$2M
End-of-year total assets ($M) among Mitchell Broder, Cpa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$119K
Employer EIN133901373
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Broder, Cpa)

Sponsor-wide plan assets over time

All Mitchell Broder, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.193047122658232% vs 2023
2024 filing year
$1.9M$1.95M$2M$2.05M$2.1M 20232024 $1.93M $2.05M ▲ +6.2%
Year Plans Participants Total Assets
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.

Mitchell Broder, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Mitchell Broder, Cpa Profit Sharing Plan, Total assets ($B): 0.002045791 · Participants: 1Mitchell Broder, Cpa 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
Mitchell Broder, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Mitchell Broder, Cpa Profit Sharing Plan side-by-side with 3 peers →

Mitchell Broder, Cpa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is A-1 Action Nursing Care, Inc. Profit Sharing Plan and Trust in MD ($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.

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.

Frequently Asked Questions

How did Mitchell Broder, Cpa Profit Sharing Plan assets move in 2024? ▼
Mitchell Broder, Cpa Profit Sharing Plan grew at a solid clip - up 6.2% during 2024, from $2M to $2M. Reported net income was $119K.
How have Mitchell Broder, Cpa plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mitchell Broder, Cpa's sponsor-wide assets grew 6.2%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Mitchell Broder, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is A-1 Action Nursing Care, Inc. Profit Sharing Plan and Trust in MD ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Mitchell Broder, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 133901373.

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.