Profit Sharing · DOL Form 5500 · 2024
Cohen, Frankel & Ruggiero LLP Profit Sharing Plan
Data updated 2026-08-25
- $379K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $189,253
- Avg per participant Above avg balance/head
Official DOL plan name: Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan · Sponsored by Cohen, Frankel & Ruggiero LLP · New York · Professional & Technical Services
$379K in assets, 2 participants
Cohen, Frankel & Ruggiero LLP's Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan reported $379K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.
- #2,386 in Professional & Technical Services (20,173 peers)
2024 asset change
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan grew at a solid clip 10.1% in 2024 ($344K → $379K) for 2 participants.
- #2,386
- in Professional & Technical Services (20,173 peers)
- +10.1%
- assets growth YoY
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan among the smaller filed plans by assets
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$378,505 15th percentile higher than 15% 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
Cohen, Frankel & Ruggiero LLP-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. Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan reported net income rose from -$149K in the plan year 2023 filing to $35K in the plan year 2024 filing.
- Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan end-of-year assets rose from $344K in the plan year 2023 filing to $379K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133849472 · Cohen, Frankel & Ruggiero LLP PY 2024 · Profit Sharing
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan · $379K · 2 · 15th
- EIN $379K
- EIN 2
- EIN 15th
- EIN Profit Sharing
- EIN near Aj Perez Retirement Plan
- EIN ind #2386
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 →
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan in the asset neighbourhood
Cohen, Frankel & Ruggiero LLP years around the 2024 move
Sponsor-wide plan assets over time
All Cohen, Frankel & Ruggiero LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $684K 5.564594139961445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4 | $725K |
| 2023 | 2 | 6 | $612K |
| 2024 | 2 | 4 | $684K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $344K |
|---|---|
| Net Assets (End of Year) | $379K |
| Net Income | $35K |
| Employer EIN | 133849472 |
| Plan Effective Date | 1997-01-01 |
| 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
Cohen, Frankel & Ruggiero LLP-Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Aj Perez Retirement Plan in PR ($379K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($379K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.