Profit Sharing · DOL Form 5500 · 2024
Maxwell Davidson Gallery, LLC Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $774,354
- Avg per participant High balance/head
Official DOL plan name: Maxwell Davidson Gallery, LLC Retirement Trust · Sponsored by Maxwell Davidson Gallery, LLC · New York · Retail Trade
$2M in assets, 3 participants
Maxwell Davidson Gallery, LLC's Maxwell Davidson Gallery, LLC Retirement Trust reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #3,477 in Retail Trade (8,048 peers)
Maxwell Davidson Gallery, LLC multi-year trail
Maxwell Davidson Gallery, LLC's plans moved +10.3% in assets from 2022 to 2024; this filing shows Maxwell Davidson Gallery, LLC Retirement Trust at $2M / 3 participants.
- #3,477
- in Retail Trade (8,048 peers)
- +13.6%
- assets growth YoY
Maxwell Davidson Gallery, LLC Retirement Trust among the smaller filed plans by assets
Maxwell Davidson Gallery, LLC Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,323,063 31st percentile higher than 31% 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
Maxwell Davidson Gallery, LLC Retirement 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. Maxwell Davidson Gallery, LLC Retirement Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Maxwell Davidson Gallery, LLC Retirement Trust reported net income rose from -$61K in the plan year 2023 filing to $279K in the plan year 2024 filing.
- Maxwell Davidson Gallery, LLC Retirement Trust reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Maxwell Davidson Gallery, LLC Retirement Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 133977307 · Maxwell Davidson Gallery, LLC PY 2024 · Profit Sharing
Maxwell Davidson Gallery, LLC Retirement Trust · $2M · 3 · 31st
- 5500 $2M
- 5500 3
- 5500 31st
- 5500 Profit Sharing
- 5500 near Morris Nilsen Funeral Chapel Inc Profit Sharing Plan
- 5500 ind #3477
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 Retail Trade retirement plans → · Plans in New York →
Maxwell Davidson Gallery, LLC Retirement Trust in the asset neighbourhood
Maxwell Davidson Gallery, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Maxwell Davidson Gallery, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 10.328259225908914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 3 | $2M |
Maxwell Davidson Gallery, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $279K |
| Employer EIN | 133977307 |
| Plan Effective Date | 1999-01-01 |
| 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
Maxwell Davidson Gallery, LLC Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Morris Nilsen Funeral Chapel Inc Profit Sharing Plan in MN ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). 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 (3 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.