Profit Sharing · DOL Form 5500 · 2024
Poten & Partners Group, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $157K
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $3,578
- Avg per participant Low balance/head
Official DOL plan name: Poten & Partners Group, Inc. Profit Sharing Plan · Sponsored by Poten & Partners Group, Inc. · New York · Transportation & Warehousing
$157K in assets, 44 participants
Poten & Partners Group, Inc.'s Poten & Partners Group, Inc. Profit Sharing Plan reported $157K in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #261 in Transportation & Warehousing (3,299 peers)
Poten & Partners Group, Inc. multi-year trail
Poten & Partners Group, Inc.'s plans moved -98.7% in assets from 2022 to 2024; this filing shows Poten & Partners Group, Inc. Profit Sharing Plan at $157K / 44 participants.
- #261
- in Transportation & Warehousing (3,299 peers)
- +10.7%
- assets growth YoY
Poten & Partners Group, Inc. Profit Sharing Plan among the smaller filed plans by assets
Poten & Partners Group, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,429 9th percentile higher than 9% 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
Poten & Partners Group, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Poten & Partners Group, Inc. Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Poten & Partners Group, Inc. Profit Sharing Plan reported net income rose from -$12M in the plan year 2023 filing to $15K in the plan year 2024 filing.
- Poten & Partners Group, Inc. Profit Sharing Plan end-of-year assets rose from $142K in the plan year 2023 filing to $157K in the plan year 2024 filing.
- Poten & Partners Group, Inc. Profit Sharing Plan reported participants fell from 47 in the plan year 2023 filing to 44 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 450576511 · Poten & Partners Group, Inc. PY 2024 · Profit Sharing
Poten & Partners Group, Inc. Profit Sharing Plan · $157K · 44 · 9th
- 5500 $157K
- 5500 44
- 5500 9th
- 5500 Profit Sharing
- 5500 near Lefforge Holdings Corp. Profit Sharing Plan
- 5500 ind #261
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 Transportation & Warehousing retirement plans → · Plans in New York →
Poten & Partners Group, Inc. Profit Sharing Plan in the asset neighbourhood
Poten & Partners Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Poten & Partners Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $157K 98.7327074404786% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 52 | $12M |
| 2023 | 1 | 47 | $142K |
| 2024 | 1 | 44 | $157K |
Poten & Partners Group, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $142K |
|---|---|
| Net Assets (End of Year) | $157K |
| Net Income | $15K |
| Employer EIN | 450576511 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
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
Poten & Partners Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Lefforge Holdings Corp. Profit Sharing Plan in AR ($157K); by covered participants it is Columbus Builders Supply, Inc. Profit Sharing Plan in OH (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157K here).
Similar participant headcount
Nearest other-state filings by covered participants (44 participants); asset peers above are excluded.
- Columbus Builders Supply, Inc. Profit Sharing Plan (OH) 44 · 0 off
- J.M. Blanco Inc. Coda Profit Sharing Plan (PR) 44 · 0 off
- In the Moment, Inc. Retirement Plan (GA) 44 · 0 off
- Pediatrix Caribbean 401(k) Plan (PR) 44 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.