Profit Sharing · DOL Form 5500 · 2024
Bond, Schoeneck & King, PLLC Profit Sharing Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 159
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $714,193
- Avg per participant High balance/head
Official DOL plan name: Bond, Schoeneck & King, PLLC Members Retirement Plan · Sponsored by Bond, Schoeneck & King, PLLC · New York · Professional & Technical Services
$114M in assets, 159 participants
Bond, Schoeneck & King, PLLC's Bond, Schoeneck & King, PLLC Members Retirement Plan reported $114M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,652 in Professional & Technical Services (20,173 peers)
Coverage in New York
Bond, Schoeneck & King, PLLC Members Retirement Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $114M.
- #18,652
- in Professional & Technical Services (20,173 peers)
- +6.6%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Bond, Schoeneck & King, PLLC Members Retirement Plan's outsized position by total assets
Bond, Schoeneck & King, PLLC Members Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$113,556,677 Top 9% higher than 91% 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
Bond, Schoeneck & King, PLLC Members Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bond, Schoeneck & King, PLLC Members Retirement Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bond, Schoeneck & King, PLLC Members Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Bond, Schoeneck & King, PLLC Members Retirement Plan end-of-year assets rose from $107M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Bond, Schoeneck & King, PLLC Members Retirement Plan reported participants rose from 154 in the plan year 2023 filing to 159 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 270015651 · Bond, Schoeneck & King, PLLC PY 2024 · Profit Sharing
Bond, Schoeneck & King, PLLC Members Retirement Plan · $114M · 159 · 91st
- RANK $114M
- RANK 159
- RANK 91st
- RANK Profit Sharing
- RANK near Texas Biomedical Research Institute Retirement Plan
- RANK ind #18652
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 Professional & Technical Services retirement plans → · Plans in New York →
Bond, Schoeneck & King, PLLC Members Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $7M |
| Employer EIN | 270015651 |
| Plan Effective Date | 1968-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bond, Schoeneck & King, PLLC)
Sponsor-wide plan assets over time
All Bond, Schoeneck & King, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $328M 26.451608313718577% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 772 | $259M |
| 2023 | 2 | 651 | $299M |
| 2024 | 2 | 650 | $328M |
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
Bond, Schoeneck & King, PLLC Members Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Texas Biomedical Research Institute Retirement Plan in TX ($114M); by covered participants it is Bartlett Learning Center, Inc. Defined Contribution Retirement Plan in IL (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- Texas Biomedical Research Institute Retirement Plan (TX) $114M · 443
- Int Brotherhood of Electrical Workers Local 141 Profit Sharing Plan (WV) $114M · 285
- Boston Scientific Corporation 401(k) Retirement Savings Plan for Puerto Rico Affiliates (PR) $113M · 980
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) $113M · 1,478
Similar participant headcount
Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.
- Bartlett Learning Center, Inc. Defined Contribution Retirement Plan (IL) 159 · 0 off
- Center for Energy and Environment 401(a) Plan (MN) 159 · 0 off
- Erie Neighborhood House 403(b) (IL) 159 · 0 off
- Moravian Manor, Inc. Profit Sharing Plan (PA) 159 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.