Profit Sharing · DOL Form 5500 · 2022

Costanzo & Lazzaro P.L.L. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$387,667
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Costanzo & Lazzaro Vip Profit Sharing Plan · Sponsored by Costanzo & Lazzaro P.L.L. · Ohio · Professional & Technical Services

$1M in assets, 3 participants

Costanzo & Lazzaro P.L.L.'s Costanzo & Lazzaro Vip Profit Sharing Plan reported $1M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,925 in Professional & Technical Services (21,562 peers)

Costanzo & Lazzaro P.L.L. multi-year trail

Costanzo & Lazzaro P.L.L.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Costanzo & Lazzaro Vip Profit Sharing Plan at $1M / 3 participants.

#4,925
in Professional & Technical Services (21,562 peers)
-2.6%
assets change YoY

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Costanzo & Lazzaro Vip Profit Sharing Plan among the smaller filed plans by assets

Costanzo & Lazzaro Vip Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,163,001 27th percentile higher than 27% of 139,123 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 2022

Costanzo & Lazzaro Vip Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costanzo & Lazzaro Vip Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 341269224 · Costanzo & Lazzaro P.L.L. PY 2022 · Profit Sharing

Costanzo & Lazzaro Vip Profit Sharing Plan · $1M · 3 · 27th

  • EBSA $1M
  • EBSA 3
  • EBSA 27th
  • EBSA Profit Sharing
  • EBSA near Emba Inc. Profit Sharing Plan
  • EBSA ind #4925

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 Ohio →

Costanzo & Lazzaro Vip Profit Sharing Plan in the asset neighbourhood

Costanzo & Lazzaro Vip Profit Sharing PlanCostanzo & Lazzaro Vip Profi…$1MEmba Inc. Profit Sharing Plan$1MHenry J Riechers Inc Profit Sharing PlanHenry J Riechers Inc Profit …$1MPaul G. Wilke, Dds Profit Sharing PlanPaul G. Wilke, Dds Profit Sh…$1MThomas G. D'luge P.C. Employee Profit Sharing Plan and TrustThomas G. D'luge P.C. Employ…$1M
End-of-year total assets ($M) among Costanzo & Lazzaro Vip Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Costanzo & Lazzaro P.L.L. multi-year asset trail

Sponsor-wide plan assets over time

All Costanzo & Lazzaro P.L.L. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.2654804252103% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.16M $1.7M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Costanzo & Lazzaro P.L.L. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$31K
Employer EIN341269224
Plan Effective Date1984-12-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Costanzo & Lazzaro Vip Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Costanzo & Lazzaro Vip Profit Sharing Plan, Total assets ($B): 0.001163001 · Participants: 3Costanzo & Lazzaro Vip Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Costanzo & Lazzaro Vip Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Costanzo & Lazzaro Vip Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Emba Inc. Profit Sharing Plan in CT ($1M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Costanzo & Lazzaro Vip Profit Sharing Plan assets move in 2022?
Costanzo & Lazzaro Vip Profit Sharing Plan edged down modestly - down 2.6% during 2022, from $1M to $1M. Reported net income was -$31K.
How have Costanzo & Lazzaro P.L.L. plan assets changed over time?
Across 3 plan years on file (2022-2024), Costanzo & Lazzaro P.L.L.'s sponsor-wide assets grew 46.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Costanzo & Lazzaro Vip Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Emba Inc. Profit Sharing Plan in CT ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Costanzo & Lazzaro Vip Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).