Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

403(B) RETIREMENT PLAN FOR HARLEM RBI

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HARLEM RBI

This Profit Sharing plan holds $6M in total assets and serves 217 participants as of 2024. It is sponsored by HARLEM RBI in New York. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$6M
Participants
217
State
Industry
Educational Services

What the Filing Says About 403(B) RETIREMENT PLAN FOR HARLEM RBI

403(B) RETIREMENT PLAN FOR HARLEM RBI is a Profit Sharing retirement plan sponsored by HARLEM RBI, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 217 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 134025290, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $6M at year-end — a gain of 20.1%. Net assets (after liabilities) closed the year at $6M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$1M
Plan TypeProfit Sharing
Employer EIN134025290
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HARLEM RBI)

Year Plans Participants Total Assets
2022 1 88 $4M
2023 1 99 $5M
2024 1 217 $6M

Nearby Profit Sharing Plans in New York

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

Frequently Asked Questions

How much money is in the 403(B) RETIREMENT PLAN FOR HARLEM RBI?
As of the 2024 Form 5500 filing, 403(B) RETIREMENT PLAN FOR HARLEM RBI holds $6M in total assets with 217 participants. It is sponsored by HARLEM RBI.
What type of plan is 403(B) RETIREMENT PLAN FOR HARLEM RBI?
403(B) RETIREMENT PLAN FOR HARLEM RBI is a Profit Sharing plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 134025290.
Who sponsors the 403(B) RETIREMENT PLAN FOR HARLEM RBI?
403(B) RETIREMENT PLAN FOR HARLEM RBI is sponsored by HARLEM RBI, located in New York. The sponsor's EIN is 134025290 and the plan operates in the Educational Services industry.
How did 403(B) RETIREMENT PLAN FOR HARLEM RBI perform in 2024?
403(B) RETIREMENT PLAN FOR HARLEM RBI grew by 20.1% during 2024, moving from $5M to $6M in total assets. Net income was $1M.
Where can I find official filings for 403(B) RETIREMENT PLAN FOR HARLEM RBI?
Official Form 5500 filings for 403(B) RETIREMENT PLAN FOR HARLEM RBI are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134025290 or plan name at efast.dol.gov.
How does 403(B) RETIREMENT PLAN FOR HARLEM RBI compare to other plans?
You can compare 403(B) RETIREMENT PLAN FOR HARLEM RBI against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 134025290.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.