Profit Sharing · DOL Form 5500 · 2024

Jeffrey R. Dalaba Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$3.0M
Avg per participant High balance/head
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Official DOL plan name: Jeffrey R. Dalaba Ind 401(k) Plan · Sponsored by Jeffrey R. Dalaba · New York · Finance & Insurance

$3M in assets, 1 participants

Jeffrey R. Dalaba's Jeffrey R. Dalaba Ind 401(k) Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,910 in Finance & Insurance (8,549 peers)

Jeffrey R. Dalaba multi-year trail

Jeffrey R. Dalaba's plans moved +91.7% in assets from 2022 to 2024; this filing shows Jeffrey R. Dalaba Ind 401(k) Plan at $3M / 1 participant.

#1,910
in Finance & Insurance (8,549 peers)
+29.3%
assets growth YoY

Jeffrey R. Dalaba Ind 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Jeffrey R. Dalaba Ind 401(k) Plan vs every filed plan by assets

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

$3,028,140 34th percentile higher than 34% 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

Jeffrey R. Dalaba Ind 401(k) 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. Jeffrey R. Dalaba Ind 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey R. Dalaba Ind 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jeffrey R. Dalaba Ind 401(k) Plan reported net income fell from $762K in the plan year 2023 filing to $686K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 900443001 · Jeffrey R. Dalaba PY 2024 · Profit Sharing

Jeffrey R. Dalaba Ind 401(k) Plan · $3M · 1 · 34th

  • PART $3M
  • PART 1
  • PART 34th
  • PART Profit Sharing
  • PART near James a. Rodriguez Colom Retirement Plan
  • PART ind #1910

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 →

Jeffrey R. Dalaba Ind 401(k) Plan in the asset neighbourhood

Jeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$3MJames a. Rodriguez Colom Retirement PlanJames a. Rodriguez Colom Ret…$3MCurtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustCurtis,Bailey,Exelby&sposito…$3MShelter, Inc. Employee Retirement 403(b) PlanShelter, Inc. Employee Retir…$3MPlumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$3M
End-of-year total assets ($M) among Jeffrey R. Dalaba Ind 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Jeffrey R. Dalaba multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey R. Dalaba plans reported in each filing year

Latest sponsor-wide plan assets
$3M 91.73670727058827% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.58M $3.03M ▲ +91.8%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Jeffrey R. Dalaba filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$686K
Employer EIN900443001
Plan Effective Date2018-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Jeffrey R. Dalaba Ind 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Jeffrey R. Dalaba Ind 401(k) Plan, Total assets ($B): 0.00302814 · Participants: 1Jeffrey R. Dalaba Ind 401(k) PlanAnnuity 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
Jeffrey R. Dalaba Ind 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Jeffrey R. Dalaba Ind 401(k) Plan side-by-side with 3 peers →

Jeffrey R. Dalaba Ind 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is James a. Rodriguez Colom Retirement Plan in PR ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jeffrey R. Dalaba Ind 401(k) Plan assets move in 2024? ▼
Jeffrey R. Dalaba Ind 401(k) Plan grew sharply - up 29.3% during 2024, from $2M to $3M. Reported net income was $686K.
How have Jeffrey R. Dalaba plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey R. Dalaba's sponsor-wide assets grew 91.7%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Jeffrey R. Dalaba Ind 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is James a. Rodriguez Colom Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Jeffrey R. Dalaba Ind 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 900443001.

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.