Profit Sharing · DOL Form 5500 · 2024
The Seaport Group, LLC Profit Sharing Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 3
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $28.0M
- Avg per participant High balance/head
Official DOL plan name: The Seaport Group, LLC Profit Sharing Plan · Sponsored by The Seaport Group, LLC · New York · Finance & Insurance
$84M in assets, 3 participants
The Seaport Group, LLC's The Seaport Group, LLC Profit Sharing Plan reported $84M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #7,110 in Finance & Insurance (8,549 peers)
Where The Seaport Group, LLC Profit Sharing Plan sits by assets
The Seaport Group, LLC Profit Sharing Plan sits in the top quartile of all filed plans by assets, $84M for 3 participants (~$28.0M/participant), down 13.8% in 2024.
- #7,110
- in Finance & Insurance (8,549 peers)
- -13.8%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Seaport Group, LLC Profit Sharing Plan's outsized position by total assets
The Seaport Group, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,115,546 Top 11% higher than 89% 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 Seaport Group, LLC 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. The Seaport Group, LLC 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
- The Seaport Group, LLC Profit Sharing Plan reported net income fell from -$10M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- The Seaport Group, LLC Profit Sharing Plan end-of-year assets fell from $98M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134169208 · The Seaport Group, LLC PY 2024 · Profit Sharing
The Seaport Group, LLC Profit Sharing Plan · $84M · 3 · 89th
- IND $84M
- IND 3
- IND 89th
- IND Profit Sharing
- IND near Penn Mutual Agents' Retirement Plan
- IND ind #7110
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 Finance & Insurance retirement plans → · Plans in New York →
The Seaport Group, LLC Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$13M |
| Employer EIN | 134169208 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Seaport Group, LLC)
Sponsor-wide plan assets over time
All The Seaport Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 23.350396700925533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $110M |
| 2023 | 1 | 3 | $98M |
| 2024 | 1 | 3 | $84M |
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 Seaport Group, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Penn Mutual Agents' Retirement Plan in PA ($84M); 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 ($84M 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.