Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

YEDEI CHESED

This Profit Sharing plan holds $3M in total assets and serves 1,438 participants as of 2024. It is sponsored by YEDEI CHESED in New York. The plan reported positive net income of $268K for the year.

Total Assets (2023)
$3M
Participants
1,438
State
Industry
Healthcare & Social Assistance

What the Filing Says About YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN

YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by YEDEI CHESED, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 1,438 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 133728771, and the plan has been effective since 2002-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2024 to $3M at year-end — a gain of 11.5%. Net assets (after liabilities) closed the year at $3M, with reported net income of $268K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$268K
Plan TypeProfit Sharing
Employer EIN133728771
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YEDEI CHESED)

Year Plans Participants Total Assets
2022 1 1,297 $2M
2023 1 1,356 $2M
2024 1 1,438 $3M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN?
As of the 2024 Form 5500 filing, YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN holds $3M in total assets with 1,438 participants. It is sponsored by YEDEI CHESED.
What type of plan is YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN?
YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 2002-01-01. The plan is filed with the U.S. Department of Labor under EIN 133728771.
Who sponsors the YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN?
YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN is sponsored by YEDEI CHESED, located in New York. The sponsor's EIN is 133728771 and the plan operates in the Healthcare & Social Assistance industry.
How did YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN perform in 2024?
YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN grew by 11.5% during 2024, moving from $2M to $3M in total assets. Net income was $268K.
Where can I find official filings for YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN?
Official Form 5500 filings for YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133728771 or plan name at efast.dol.gov.
How does YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN compare to other plans?
You can compare YEDEI CHESED TAX DEFERRED ANNUITY RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 133728771.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.