Profit Sharing · DOL Form 5500 · 2024
Chamberlain & Steward Associates Ltd Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $877,376
- Avg per participant High balance/head
Official DOL plan name: Chamberlain & Steward Profit Sharing Plan and Trust · Sponsored by Chamberlain & Steward Associates Ltd · New York · Management of Enterprises
$3M in assets, 3 participants
Chamberlain & Steward Associates Ltd's Chamberlain & Steward Profit Sharing Plan and Trust reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #245 in Management of Enterprises (1,133 peers)
Chamberlain & Steward Associates Ltd multi-year trail
Chamberlain & Steward Associates Ltd's plans moved +22.9% in assets from 2022 to 2024; this filing shows Chamberlain & Steward Profit Sharing Plan and Trust at $3M / 3 participants.
- #245
- in Management of Enterprises (1,133 peers)
- +15.9%
- assets growth YoY
Chamberlain & Steward Profit Sharing Plan and Trust among the smaller filed plans by assets
Chamberlain & Steward Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,632,128 32nd percentile higher than 32% 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
Chamberlain & Steward Profit Sharing 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. Chamberlain & Steward Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chamberlain & Steward Profit Sharing Plan and Trust reported net income rose from $130K in the plan year 2023 filing to $361K in the plan year 2024 filing.
- Chamberlain & Steward Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133279213 · Chamberlain & Steward Associates Ltd PY 2024 · Profit Sharing
Chamberlain & Steward Profit Sharing Plan and Trust · $3M · 3 · 32nd
- PART $3M
- TYPE 3
- NET 32nd
- BOOK Profit Sharing
- VS-ST near Errington Education Inc. Retirement Plan
- BOY ind #245
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 Management of Enterprises retirement plans → · Plans in New York →
Chamberlain & Steward Profit Sharing Plan and Trust in the asset neighbourhood
Chamberlain & Steward Associates Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Chamberlain & Steward Associates Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 22.9288523150786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 3 | $3M |
Chamberlain & Steward Associates Ltd filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $361K |
| Employer EIN | 133279213 |
| Plan Effective Date | 1985-06-17 |
| 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
Chamberlain & Steward Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Errington Education Inc. Retirement Plan in MN ($3M); 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 ($3M 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.