Profit Sharing · DOL Form 5500 · 2024

Frank Taliercio M.D. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
12
Participants Small participant base
50th
Percentile by assets National rank
$621,000
Avg per participant High balance/head
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Official DOL plan name: Frank Taliercio Profit Sharing Plan and Trust · Sponsored by Frank Taliercio M.D. · New York · Healthcare & Social Assistance

$7M in assets, 12 participants

Frank Taliercio M.D.'s Frank Taliercio Profit Sharing Plan and Trust reported $7M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,186 in Healthcare & Social Assistance (16,916 peers)

Frank Taliercio M.D. multi-year trail

Frank Taliercio M.D.'s plans moved +41.8% in assets from 2022 to 2024; this filing shows Frank Taliercio Profit Sharing Plan and Trust at $7M / 12 participants.

#9,186
in Healthcare & Social Assistance (16,916 peers)
+24.2%
assets growth YoY

Frank Taliercio Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Frank Taliercio Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,452,004 Top 50% higher than 50% 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

Frank Taliercio Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Frank Taliercio Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Frank Taliercio Profit Sharing Plan and Trust reported net income rose from $746K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Frank Taliercio Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Frank Taliercio Profit Sharing Plan and Trust reported participants fell from 14 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133407421 · Frank Taliercio M.D. PY 2024 · Profit Sharing

Frank Taliercio Profit Sharing Plan and Trust · $7M · 12 · 50th

  • EIN $7M
  • RANK 12
  • PHOTO 50th
  • IND Profit Sharing
  • EOY near Friedman, Minsk, Cole & Fastovsky Profit Sharing Plan
  • 5500 ind #9186

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 →

Frank Taliercio Profit Sharing Plan and Trust in the asset neighbourhood

Rhonda Rand, M.D., Inc. Profit Sharing PlanRhonda Rand, M.D., Inc. Prof…$7MThe Florida Aquarium Retirement Savings PlanThe Florida Aquarium Retirem…$7MFaces Sf 403(b) Plan$7MFrank Taliercio Profit Sharing Plan and TrustFrank Taliercio Profit Shari…$7MFriedman, Minsk, Cole & Fastovsky Profit Sharing PlanFriedman, Minsk, Cole & Fast…$7M
End-of-year total assets ($M) among Frank Taliercio Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Frank Taliercio M.D. multi-year asset trail

Sponsor-wide plan assets over time

All Frank Taliercio M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.820508467737945% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.25M $7.45M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 14 $6M
2024 1 12 $7M

Frank Taliercio M.D. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN133407421
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Frank Taliercio Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Frank Taliercio Profit Sharing Plan and Trust, Total assets ($B): 0.007452004 · Participants: 12Frank Taliercio Profit Sharing Plan and TrustAnnuity 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
Frank Taliercio Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Frank Taliercio Profit Sharing Plan and Trust side-by-side with 3 peers →

Frank Taliercio Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Friedman, Minsk, Cole & Fastovsky Profit Sharing Plan in CA ($7M); by covered participants it is North Carolina Advocates for Justice in NC (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Frank Taliercio Profit Sharing Plan and Trust assets move in 2024? ▼
Frank Taliercio Profit Sharing Plan and Trust grew sharply - up 24.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Frank Taliercio M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Frank Taliercio M.D.'s sponsor-wide assets grew 41.8%, from $5M to $7M.
Which Profit Sharing plans are similar in size to Frank Taliercio Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Friedman, Minsk, Cole & Fastovsky Profit Sharing Plan in CA ($7M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Frank Taliercio Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is North Carolina Advocates for Justice in NC (12 participants, N/A 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 133407421.

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.