Profit Sharing · DOL Form 5500 · 2024
Shefa School Profit Sharing Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $68,365
- Avg per participant Below avg balance/head
Official DOL plan name: Shefa School 403(b) Plan · Sponsored by Shefa School · New York · Educational Services
$8M in assets, 119 participants
Shefa School's Shefa School 403(b) Plan reported $8M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #1,262 in Educational Services (3,638 peers)
Coverage in New York
Shefa School 403(b) Plan covers 119 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #1,262
- in Educational Services (3,638 peers)
- +22.2%
- assets growth YoY
Shefa School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Shefa School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,135,442 Top 49% higher than 51% 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
Shefa School 403(b) Plan 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. Shefa School 403(b) Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shefa School 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Shefa School 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Shefa School 403(b) Plan reported participants rose from 114 in the plan year 2023 filing to 119 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 472048496 · Shefa School PY 2024 · Profit Sharing
Shefa School 403(b) Plan · $8M · 119 · 51st
- 5500 $8M
- ASSETS 119
- PCT 51st
- EIN Profit Sharing
- RANK near Gregory S. Brunette Accountancy Corporation Profit Sharing Plan
- PHOTO ind #1262
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 Educational Services retirement plans → · Plans in New York →
Shefa School 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 472048496 |
| Plan Effective Date | 2015-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shefa School)
Sponsor-wide plan assets over time
All Shefa School plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 65.19291189330437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $5M |
| 2023 | 1 | 114 | $7M |
| 2024 | 1 | 119 | $8M |
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
Shefa School 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Gregory S. Brunette Accountancy Corporation Profit Sharing Plan in CA ($8M); by covered participants it is The Nephrology Group, Inc. Profit Sharing Plan and Trust in CA (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.