401(k) · DOL Form 5500 · 2022

Steven L. Lopata, Cpa Ltd 401(k) Plan

Data updated 2026-08-25

$625K
Total assets Small plan by assets
1
Participants Small participant base
20th
Percentile by assets National rank
$625,334
Avg per participant High balance/head
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Official DOL plan name: Self-Employed 401(k) for Steven L. Lopata · Sponsored by Steven L. Lopata, Cpa Ltd · Illinois · Professional & Technical Services

$625K in assets, 1 participants

Steven L. Lopata, Cpa Ltd's Self-Employed 401(k) for Steven L. Lopata reported $625K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,552 in Professional & Technical Services (21,562 peers)

Steven L. Lopata, Cpa Ltd multi-year trail

Steven L. Lopata, Cpa Ltd's plans moved +29.5% in assets from 2022 to 2023; this filing shows Self-Employed 401(k) for Steven L. Lopata at $625K / 1 participant.

#3,552
in Professional & Technical Services (21,562 peers)
-29.2%
assets change YoY

The plan reported a net loss of $258K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Self-Employed 401(k) for Steven L. Lopata among the smaller filed plans by assets

Self-Employed 401(k) for Steven L. Lopata vs every filed plan by assets

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

$625,334 20th percentile higher than 20% 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

Self-Employed 401(k) for Steven L. Lopata among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self-Employed 401(k) for Steven L. Lopata is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 200397855 · Steven L. Lopata, Cpa Ltd PY 2022 · 401(k)

Self-Employed 401(k) for Steven L. Lopata · $625K · 1 · 20th

  • EIN $625K
  • RANK 1
  • PHOTO 20th
  • IND 401(k)
  • EOY near Fight 612, Inc. 401(k) Plan
  • 5500 ind #3552

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 Illinois →

Self-Employed 401(k) for Steven L. Lopata in the asset neighbourhood

Self-Employed 401(k) for Steven L. LopataSelf-Employed 401(k) for Ste…$625KFight 612, Inc. 401(k) Plan$625KMoravian Village of Bethlehem Retirement PlanMoravian Village of Bethlehe…$625KOceanside Car Wash Inc Profit Sharing PlanOceanside Car Wash Inc Profi…$625KHiawatha Care Center, Inc. 401(k) PlanHiawatha Care Center, Inc. 4…$625K
End-of-year total assets ($M) among Self-Employed 401(k) for Steven L. Lopata and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Steven L. Lopata, Cpa Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Steven L. Lopata, Cpa Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$810K 29.455139173625618% vs 2022
2023 filing year
$0.6M$0.7M$0.8M$0.9M 20222023 $0.63M $0.81M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1 $625K
2023 1 1 $810K

Steven L. Lopata, Cpa Ltd filing trail (2022)

Total Assets (Beginning of Year)$883K
Net Assets (End of Year)$625K
Net Income-$258K
Employer EIN200397855
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Self-Employed 401(k) for Steven L. Lopata vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Self-Employed 401(k) for Steven L. Lopata, Total assets ($B): 0.000625334 · Participants: 1Self-Employed 401(k) for Steven L. LopataState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Self-Employed 401(k) for Steven L. Lopata vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Self-Employed 401(k) for Steven L. Lopata side-by-side with 3 peers →

Self-Employed 401(k) for Steven L. Lopata's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Fight 612, Inc. 401(k) Plan in IN ($625K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($625K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Self-Employed 401(k) for Steven L. Lopata assets move in 2022? ▼
Self-Employed 401(k) for Steven L. Lopata declined sharply - down 29.2% during 2022, from $883K to $625K. Reported net income was -$258K.
How have Steven L. Lopata, Cpa Ltd plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Steven L. Lopata, Cpa Ltd's sponsor-wide assets grew 29.5%, from $625K to $810K.
Where does Self-Employed 401(k) for Steven L. Lopata rank by assets among Form 5500 filers? ▼
Self-Employed 401(k) for Steven L. Lopata ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Self-Employed 401(k) for Steven L. Lopata? ▼
Among 401(k) plans in other states, the closest by assets is Fight 612, Inc. 401(k) Plan in IN ($625K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Self-Employed 401(k) for Steven L. Lopata? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200397855.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.