Profit Sharing · DOL Form 5500 · 2024

Michael Margiloff Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$728,821
Avg per participant High balance/head
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Official DOL plan name: Michael Margiloff Profit Sharing Plan · Sponsored by Michael Margiloff · New York · Healthcare & Social Assistance

$2M in assets, 3 participants

Michael Margiloff's Michael Margiloff Profit Sharing Plan reported $2M in total assets and 3 participants 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.

  • #4,874 in Healthcare & Social Assistance (16,916 peers)

Michael Margiloff multi-year trail

Michael Margiloff's plans moved +39.1% in assets from 2022 to 2024; this filing shows Michael Margiloff Profit Sharing Plan at $2M / 3 participants.

#4,874
in Healthcare & Social Assistance (16,916 peers)
+15.9%
assets growth YoY

Michael Margiloff Profit Sharing Plan among the smaller filed plans by assets

Michael Margiloff Profit Sharing Plan vs every filed plan by assets

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

$2,186,462 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

Michael Margiloff 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. Michael Margiloff Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Michael Margiloff Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Michael Margiloff Profit Sharing Plan reported net income fell from $316K in the plan year 2023 filing to $299K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112812134 · Michael Margiloff PY 2024 · Profit Sharing

Michael Margiloff Profit Sharing Plan · $2M · 3 · 30th

  • VS-ST $2M
  • BOY 3
  • SCH 30th
  • EBSA Profit Sharing
  • PART near Kemper & Associates, Inc. Profit Sharing Plan
  • TYPE ind #4874

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Michael Margiloff Profit Sharing Plan in the asset neighbourhood

Michael Margiloff Profit Sharing PlanMichael Margiloff Profit Sha…$2MKemper & Associates, Inc. Profit Sharing PlanKemper & Associates, Inc. Pr…$2MWilliam Youngerman, Inc.$2MNeptune Issue, Inc. Profit Sharing PlanNeptune Issue, Inc. Profit S…$2M4thought Sociedad Anonima Profit Sharing Plan4thought Sociedad Anonima Pr…$2M
End-of-year total assets ($M) among Michael Margiloff Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Michael Margiloff multi-year asset trail

Sponsor-wide plan assets over time

All Michael Margiloff plans reported in each filing year

Latest sponsor-wide plan assets
$2M 39.14527107866347% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.57M $2.19M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Michael Margiloff filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$299K
Employer EIN112812134
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Michael Margiloff Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Michael Margiloff Profit Sharing Plan, Total assets ($B): 0.002186462 · Participants: 3Michael Margiloff 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
Michael Margiloff Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Michael Margiloff Profit Sharing Plan side-by-side with 3 peers →

Michael Margiloff Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kemper & Associates, 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.

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.

Frequently Asked Questions

How did Michael Margiloff Profit Sharing Plan assets move in 2024? ▼
Michael Margiloff Profit Sharing Plan grew sharply - up 15.9% during 2024, from $2M to $2M. Reported net income was $299K.
How have Michael Margiloff plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Margiloff's sponsor-wide assets grew 39.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Michael Margiloff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kemper & Associates, Inc. Profit Sharing Plan in MN ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael Margiloff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K 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 112812134.

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.