Profit Sharing · DOL Form 5500 · 2024

Citrin Cooperman Advisors LLC Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 703
Participants Below avg headcount: 57th
Percentile by assets National rank: $14,810
Avg per participant Low balance/head

Official DOL plan name: Citrin Cooperman Profit Sharing Plan - Plan No. 3 · Sponsored by Citrin Cooperman Advisors LLC · New York · Professional & Technical Services

$10M in assets, 703 participants

Citrin Cooperman Advisors LLC's Citrin Cooperman Profit Sharing Plan - Plan No. 3 reported $10M in total assets and 703 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

#11,066 in Professional & Technical Services (20,173 peers)

2024 asset change

Citrin Cooperman Profit Sharing Plan - Plan No. 3 surged 37.2% in 2024 ($8M → $10M) for 703 participants.

#11,066
in Professional & Technical Services (20,173 peers): +37.2%
assets growth YoY

Citrin Cooperman Profit Sharing Plan - Plan No. 3's mid-pack asset rank among Professional & Technical Services and all filers

Citrin Cooperman Profit Sharing Plan - Plan No. 3 vs every filed plan by assets

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

$10,411,246 Top 43% higher than 57% 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. 3 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. 3 sits mid-pack in the medium band (703 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 872525370 · Citrin Cooperman Advisors LLC PY 2024 · Profit Sharing

Citrin Cooperman Profit Sharing Plan - Plan No. 3 · $10M · 703 · 57th

EBSA $10M
PART 703
TYPE 57th
NET Profit Sharing
BOOK near Ojai Valley School, Inc. Profit Sharing Plan
VS-ST ind #11066

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 →

End-of-year total assets ($M) among Citrin Cooperman Profit Sharing Plan - Plan No. 3 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$3M
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.

Citrin Cooperman Profit Sharing Plan - Plan No. 3 vs. nearby Profit Sharing plans in New York, assets vs. participants

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

Compare Citrin Cooperman Profit Sharing Plan - Plan No. 3 side-by-side with 3 peers →

Citrin Cooperman Profit Sharing Plan - Plan No. 3's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Ojai Valley School, Inc. Profit Sharing Plan in CA ($10M); by covered participants it is Williams & Connolly LLP Profit Sharing Plan and Trust in DC (702 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Ojai Valley School, Inc. Profit Sharing Plan (CA) $10M · 137
Mid-Valley Pulmonary Medical Group, Inc. Profit Sharing Plan (CA) $10M · 18
Bowman Plating Company, Inc. Profit Sharing Plan (CA) $10M · 152
Bermudez, Longo, Diaz-Masso, LLC 401(k) Pension Plan (PR) $10M · 410

Similar participant headcount

Nearest other-state filings by covered participants (703 participants); asset peers above are excluded.

Williams & Connolly LLP Profit Sharing Plan and Trust (DC) 702 · 1 off
Williams & Connolly LLP Profit Sharing Plan for Secretarial and Certain Other Specified Employees (DC) 702 · 1 off
Beer Industry - Local Union No. 703 Individual Account Plan (IL) 705 · 2 off
Action for Boston Community Development Pension Plan (MA) 700 · 3 off

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 Citrin Cooperman Profit Sharing Plan - Plan No. 3 assets move in 2024? ▼

Citrin Cooperman Profit Sharing Plan - Plan No. 3 surged - up 37.2% during 2024, from $8M to $10M. Reported net income was $3M.

Which Profit Sharing plans are similar in size to Citrin Cooperman Profit Sharing Plan - Plan No. 3? ▼

Among Profit Sharing plans in other states, the closest by assets is Ojai Valley School, Inc. Profit Sharing Plan in CA ($10M, 137 participants).

Which Profit Sharing plans cover a similar participant headcount to Citrin Cooperman Profit Sharing Plan - Plan No. 3? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Williams & Connolly LLP Profit Sharing Plan and Trust in DC (702 participants, $283M 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 872525370.