Profit Sharing · DOL Form 5500 · 2024

Matthew S. Dulberg Profit Sharing Plan

Data updated 2026-08-25

$969K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$484,348
Avg per participant High balance/head
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Official DOL plan name: Matthew S. Dulberg Profit Sharing Plan · Sponsored by Matthew S. Dulberg · New York · Professional & Technical Services

$969K in assets, 2 participants

Matthew S. Dulberg's Matthew S. Dulberg Profit Sharing Plan reported $969K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,615 in Professional & Technical Services (20,173 peers)

Matthew S. Dulberg multi-year trail

Matthew S. Dulberg's plans moved +16.9% in assets from 2022 to 2024; this filing shows Matthew S. Dulberg Profit Sharing Plan at $969K / 2 participants.

#3,615
in Professional & Technical Services (20,173 peers)
+6.0%
assets growth YoY

Matthew S. Dulberg Profit Sharing Plan among the smaller filed plans by assets

Matthew S. Dulberg Profit Sharing Plan vs every filed plan by assets

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

$968,696 23rd percentile higher than 23% 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

Matthew S. Dulberg 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. Matthew S. Dulberg 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

  • Matthew S. Dulberg Profit Sharing Plan reported net income fell from $72K in the plan year 2023 filing to $55K in the plan year 2024 filing.
  • Matthew S. Dulberg Profit Sharing Plan end-of-year assets rose from $914K in the plan year 2023 filing to $969K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 113473172 · Matthew S. Dulberg PY 2024 · Profit Sharing

Matthew S. Dulberg Profit Sharing Plan · $969K · 2 · 23rd

  • 5500 $969K
  • ASSETS 2
  • PCT 23rd
  • EIN Profit Sharing
  • RANK near Christensen James & Martin, Chtd. Profit Sharing Plan & Trust
  • PHOTO ind #3615

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 →

Matthew S. Dulberg Profit Sharing Plan in the asset neighbourhood

Matthew S. Dulberg Profit Sharing PlanMatthew S. Dulberg Profit Sh…$969KChristensen James & Martin, Chtd. Profit Sharing Plan & TrustChristensen James & Martin, …$969KMc & R, Inc. Profit Sharing PlanMc & R, Inc. Profit Sharing …$968KKlamath 43 Profit Sharing PlanKlamath 43 Profit Sharing Pl…$969KCea Logistics & Management Inc. Retirement PlanCea Logistics & Management I…$968K
End-of-year total assets ($M) among Matthew S. Dulberg Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Matthew S. Dulberg multi-year asset trail

Sponsor-wide plan assets over time

All Matthew S. Dulberg plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.941501704950905% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.29M $1.51M ▲ +17.1%
Year Plans Participants Total Assets
2022 2 4 $1M
2023 2 4 $1M
2024 2 4 $2M

Matthew S. Dulberg filing trail (2024)

Total Assets (Beginning of Year)$914K
Net Assets (End of Year)$969K
Net Income$55K
Employer EIN113473172
Plan Effective Date1990-05-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Matthew S. Dulberg Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Matthew S. Dulberg Profit Sharing Plan, Total assets ($B): 0.000968696 · Participants: 2Matthew S. Dulberg Profit Sharing 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
Matthew S. Dulberg Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Matthew S. Dulberg Profit Sharing Plan side-by-side with 3 peers →

Matthew S. Dulberg Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Christensen James & Martin, Chtd. Profit Sharing Plan & Trust in NV ($969K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Matthew S. Dulberg Profit Sharing Plan assets move in 2024? ▼
Matthew S. Dulberg Profit Sharing Plan grew at a solid clip - up 6.0% during 2024, from $914K to $969K. Reported net income was $55K.
How have Matthew S. Dulberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Matthew S. Dulberg's sponsor-wide assets grew 16.9%, from $1M to $2M.
Where does Matthew S. Dulberg Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Matthew S. Dulberg Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Matthew S. Dulberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Christensen James & Martin, Chtd. Profit Sharing Plan & Trust in NV ($969K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Matthew S. Dulberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 113473172.

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.