Defined Benefit (Pension) · DOL Form 5500 · 2024

Herschel Kulefsky, Esq. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
42nd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
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Official DOL plan name: Herschel Kulefsky, Esq. Retirement Plan · Sponsored by Herschel Kulefsky, Esq. · New York · Professional & Technical Services

$5M in assets, 3 participants

Herschel Kulefsky, Esq.'s Herschel Kulefsky, Esq. Retirement Plan reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,012 in Professional & Technical Services (20,173 peers)

Herschel Kulefsky, Esq. multi-year trail

Herschel Kulefsky, Esq.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Herschel Kulefsky, Esq. Retirement Plan at $5M / 3 participants.

#8,012
in Professional & Technical Services (20,173 peers)
+10.7%
assets growth YoY

Herschel Kulefsky, Esq. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Herschel Kulefsky, Esq. Retirement Plan vs every filed plan by assets

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

$5,053,159 42nd percentile higher than 42% 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

Herschel Kulefsky, Esq. Retirement 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. Herschel Kulefsky, Esq. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herschel Kulefsky, Esq. Retirement Plan reported net income fell from $944K in the plan year 2023 filing to $487K in the plan year 2024 filing.
  • Herschel Kulefsky, Esq. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133695953 · Herschel Kulefsky, Esq. PY 2024 · Defined Benefit (Pension)

Herschel Kulefsky, Esq. Retirement Plan · $5M · 3 · 42nd

  • 5500 $5M
  • ASSETS 3
  • PCT 42nd
  • EIN Defined Benefit (Pension)
  • RANK near Heathary Resources, Inc. Retirement Plan
  • PHOTO ind #8012

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 →

Herschel Kulefsky, Esq. Retirement Plan in the asset neighbourhood

Cathy Waterman, Inc. Defined Benefit Pension PlanCathy Waterman, Inc. Defined…$5MHerschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$5MHeathary Resources, Inc. Retirement PlanHeathary Resources, Inc. Ret…$5MThe Challenge Machinery Company Frozen Defined Benefit PlanThe Challenge Machinery Comp…$5MEide Bailly Equity Partner Retirement PlanEide Bailly Equity Partner R…$5M
End-of-year total assets ($M) among Herschel Kulefsky, Esq. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Herschel Kulefsky, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All Herschel Kulefsky, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.76831768522152% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.52M $6.1M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 6 $5M
2023 2 6 $6M
2024 2 6 $6M

Herschel Kulefsky, Esq. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$487K
Employer EIN133695953
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Herschel Kulefsky, Esq. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Herschel Kulefsky, Esq. Retirement Plan, Total assets ($B): 0.005053159 · Participants: 3Herschel Kulefsky, Esq. Retirement PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Herschel Kulefsky, Esq. Retirement Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Herschel Kulefsky, Esq. Retirement Plan side-by-side with 3 peers →

Herschel Kulefsky, Esq. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Heathary Resources, Inc. Retirement Plan in TX ($5M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Herschel Kulefsky, Esq. Retirement Plan assets move in 2024? ▼
Herschel Kulefsky, Esq. Retirement Plan grew at a solid clip - up 10.7% during 2024, from $5M to $5M. Reported net income was $487K.
How have Herschel Kulefsky, Esq. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herschel Kulefsky, Esq.'s sponsor-wide assets grew 34.8%, from $5M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Herschel Kulefsky, Esq. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heathary Resources, Inc. Retirement Plan in TX ($5M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Herschel Kulefsky, Esq. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $2M 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 133695953.

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.