Profit Sharing · DOL Form 5500 · 2024
Daniel S Natchez & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $555,121
- Avg per participant High balance/head
Official DOL plan name: Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust · Sponsored by Daniel S Natchez & Associates, Inc. · New York · Professional & Technical Services
$1M in assets, 2 participants
Daniel S Natchez & Associates, Inc.'s Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,844 in Professional & Technical Services (20,173 peers)
Daniel S Natchez & Associates, Inc. multi-year trail
Daniel S Natchez & Associates, Inc.'s plans moved +17.8% in assets from 2022 to 2024; this filing shows Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust at $1M / 2 participants.
- #3,844
- in Professional & Technical Services (20,173 peers)
- +2.9%
- assets growth YoY
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust among the smaller filed plans by assets
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,110,241 24th percentile higher than 24% 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
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust reported net income fell from $136K in the plan year 2023 filing to $32K in the plan year 2024 filing.
- Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133190422 · Daniel S Natchez & Associates, Inc. PY 2024 · Profit Sharing
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust · $1M · 2 · 24th
- EBSA $1M
- PART 2
- TYPE 24th
- NET Profit Sharing
- BOOK near Price Property Management, Inc. Profit Sharing Plan
- VS-ST ind #3844
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 →
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust in the asset neighbourhood
Daniel S Natchez & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Daniel S Natchez & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 17.784831545903305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $943K |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Daniel S Natchez & Associates, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $32K |
| Employer EIN | 133190422 |
| Plan Effective Date | 1984-01-01 |
| 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
Profit-Sharing Trust Under Daniel S Natchez & Associates, Inc. Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Price Property Management, Inc. Profit Sharing Plan in TX ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
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.