Profit Sharing · DOL Form 5500 · 2024
Citrin Cooperman Advisors LLC Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 889
- Participants Near avg headcount
- 59th
- Percentile by assets National rank
- $13,097
- Avg per participant Low balance/head
Official DOL plan name: Citrin Cooperman Profit Sharing Plan - Plan No. 1 · Sponsored by Citrin Cooperman Advisors LLC · New York · Professional & Technical Services
$12M in assets, 889 participants
Citrin Cooperman Advisors LLC's Citrin Cooperman Profit Sharing Plan - Plan No. 1 reported $12M in total assets and 889 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #11,612 in Professional & Technical Services (20,173 peers)
2024 asset change
Citrin Cooperman Profit Sharing Plan - Plan No. 1 surged 54.0% in 2024 ($8M → $12M) for 889 participants.
- #11,612
- in Professional & Technical Services (20,173 peers)
- +54.0%
- assets growth YoY
Citrin Cooperman Profit Sharing Plan - Plan No. 1's mid-pack asset rank among Professional & Technical Services and all filers
Citrin Cooperman Profit Sharing Plan - Plan No. 1 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,642,931 Top 41% higher than 59% 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
Citrin Cooperman Profit Sharing Plan - Plan No. 1 among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citrin Cooperman Profit Sharing Plan - Plan No. 1 sits mid-pack in the medium band (889 participants).
Form 5500 schedule snapshot
Filing strip 872525370 · Citrin Cooperman Advisors LLC PY 2024 · Profit Sharing
Citrin Cooperman Profit Sharing Plan - Plan No. 1 · $12M · 889 · 59th
- TYPE $12M
- TYPE 889
- TYPE 59th
- TYPE Profit Sharing
- TYPE near Stc Industries, Inc. Profit Sharing Plan
- TYPE ind #11612
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 →
Citrin Cooperman Profit Sharing Plan - Plan No. 1 in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $4M |
| Employer EIN | 872525370 |
| Plan Effective Date | 2008-01-01 |
| 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
Citrin Cooperman Profit Sharing Plan - Plan No. 1's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Stc Industries, Inc. Profit Sharing Plan in WA ($12M); by covered participants it is Our Lady of the Lake University Defined Contribution Retirement Plan in TX (892 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (889 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.