Profit Sharing · DOL Form 5500 · 2024
Sobert Realty Corp. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $916,423
- Avg per participant High balance/head
Official DOL plan name: The Sobert Realty Corp. Retirement Plan and Trust · Sponsored by Sobert Realty Corp. · New York · Real Estate
$6M in assets, 7 participants
Sobert Realty Corp.'s The Sobert Realty Corp. Retirement Plan and Trust reported $6M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #3,051 in Real Estate (4,605 peers)
Sobert Realty Corp. multi-year trail
Sobert Realty Corp.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows The Sobert Realty Corp. Retirement Plan and Trust at $6M / 7 participants.
- #3,051
- in Real Estate (4,605 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $473K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Sobert Realty Corp. Retirement Plan and Trust's mid-pack asset rank among Real Estate and all filers
The Sobert Realty Corp. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,414,959 47th percentile higher than 47% 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
The Sobert Realty Corp. Retirement 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. The Sobert Realty Corp. Retirement Plan and Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Sobert Realty Corp. Retirement Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$473K in the plan year 2024 filing.
- The Sobert Realty Corp. Retirement Plan and Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- The Sobert Realty Corp. Retirement Plan and Trust end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 133096865 · Sobert Realty Corp. PY 2024 · Profit Sharing
The Sobert Realty Corp. Retirement Plan and Trust · $6M · 7 · 47th
- NET $6M
- NET 7
- NET 47th
- NET Profit Sharing
- NET near Phoenix Gas Pipeline Company Profit Sharing Plan
- NET ind #3051
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 Real Estate retirement plans → · Plans in New York →
The Sobert Realty Corp. Retirement Plan and Trust in the asset neighbourhood
Sobert Realty Corp. multi-year asset trail
Sponsor-wide plan assets over time
All Sobert Realty Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 13.342703527869409% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $6M |
| 2023 | 1 | 6 | $7M |
| 2024 | 1 | 7 | $6M |
Sobert Realty Corp. filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$473K |
| Employer EIN | 133096865 |
| Plan Effective Date | 1986-04-01 |
| 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
The Sobert Realty Corp. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Phoenix Gas Pipeline Company Profit Sharing Plan in TX ($6M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.