Profit Sharing · DOL Form 5500 · 2024

Urban Resource Institute Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
596
Participants Below avg headcount
69th
Percentile by assets National rank
$30,727
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uri Employee's Retirement Pension Plan · Sponsored by Urban Resource Institute · New York · Healthcare & Social Assistance

$18M in assets, 596 participants

Urban Resource Institute's Uri Employee's Retirement Pension Plan reported $18M in total assets and 596 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,416 in Healthcare & Social Assistance (16,916 peers)

Urban Resource Institute multi-year trail

Urban Resource Institute's plans moved +34.9% in assets from 2022 to 2024; this filing shows Uri Employee's Retirement Pension Plan at $18M / 596 participants.

#12,416
in Healthcare & Social Assistance (16,916 peers)
+14.8%
assets growth YoY

Uri Employee's Retirement Pension Plan's outsized position by total assets

Uri Employee's Retirement Pension Plan vs every filed plan by assets

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

$18,313,427 Top 31% higher than 69% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Uri Employee's Retirement Pension 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. Uri Employee's Retirement Pension Plan sits mid-pack in the medium band (596 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uri Employee's Retirement Pension Plan reported participants rose from 415 in the plan year 2023 filing to 596 in the plan year 2024 filing.
  • Uri Employee's Retirement Pension Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 112561648 · Urban Resource Institute PY 2024 · Profit Sharing

Uri Employee's Retirement Pension Plan · $18M · 596 · 69th

  • EOY $18M
  • 5500 596
  • ASSETS 69th
  • PCT Profit Sharing
  • EIN near Gemma Services 403b Plan
  • RANK ind #12416

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Uri Employee's Retirement Pension Plan in the asset neighbourhood

Atlanta Heart Associates, P.C. Amended Profit Sharing PlanAtlanta Heart Associates, P.…$18MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$18MUri Employee's Retirement Pension PlanUri Employee's Retirement Pe…$18MGemma Services 403b Plan$18MAcademy360 Lower School Profit Sharing PlanAcademy360 Lower School Prof…$18M
End-of-year total assets ($M) among Uri Employee's Retirement Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Urban Resource Institute multi-year asset trail

Sponsor-wide plan assets over time

All Urban Resource Institute plans reported in each filing year

Latest sponsor-wide plan assets
$18M 34.86832289226118% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $18.3M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 493 $14M
2023 1 415 $16M
2024 1 596 $18M

Urban Resource Institute filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN112561648
Plan Effective Date2012-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Uri Employee's Retirement Pension Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Uri Employee's Retirement Pension Plan, Total assets ($B): 0.018313427 · Participants: 596Uri Employee's Retirement Pension PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Uri Employee's Retirement Pension Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Uri Employee's Retirement Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Gemma Services 403b Plan in PA ($18M); by covered participants it is Northern California Tile Industry Defined Contribution Plan in CA (595 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (596 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.

Frequently Asked Questions

How did Uri Employee's Retirement Pension Plan assets move in 2024?
Uri Employee's Retirement Pension Plan grew at a solid clip - up 14.8% during 2024, from $16M to $18M. Reported net income was $2M.
How have Urban Resource Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), Urban Resource Institute's sponsor-wide assets grew 34.9%, from $14M to $18M.
Which Profit Sharing plans are similar in size to Uri Employee's Retirement Pension Plan?
Among Profit Sharing plans in other states, the closest by assets is Gemma Services 403b Plan in PA ($18M, 465 participants).
Which Profit Sharing plans cover a similar participant headcount to Uri Employee's Retirement Pension Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Northern California Tile Industry Defined Contribution Plan in CA (595 participants, $55M in assets).