Profit Sharing · DOL Form 5500 · 2022

Lippa Associates, Inc Profit Sharing Plan

Data updated 2026-08-25

$954K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$318,045
Avg per participant High balance/head
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Official DOL plan name: Lippa Associates, Inc Profit Sharing Plan · Sponsored by Lippa Associates, Inc · California · Professional & Technical Services

$954K in assets, 3 participants

Lippa Associates, Inc's Lippa Associates, Inc Profit Sharing Plan reported $954K in total assets and 3 participants in its 2022 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.

  • #4,473 in Professional & Technical Services (21,562 peers)

Lippa Associates, Inc multi-year trail

Lippa Associates, Inc's plans moved +17.8% in assets from 2022 to 2024; this filing shows Lippa Associates, Inc Profit Sharing Plan at $954K / 3 participants.

#4,473
in Professional & Technical Services (21,562 peers)
+11.4%
assets growth YoY

Lippa Associates, Inc Profit Sharing Plan among the smaller filed plans by assets

Lippa Associates, Inc Profit Sharing Plan vs every filed plan by assets

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

$954,134 24th percentile higher than 24% 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

Lippa Associates, Inc 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. Lippa Associates, Inc Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 330331674 · Lippa Associates, Inc PY 2022 · Profit Sharing

Lippa Associates, Inc Profit Sharing Plan · $954K · 3 · 24th

  • EOY $954K
  • 5500 3
  • ASSETS 24th
  • PCT Profit Sharing
  • EIN near Martin Fence Co. Profit Sharing Plan
  • RANK ind #4473

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 California →

Lippa Associates, Inc Profit Sharing Plan in the asset neighbourhood

Lippa Associates, Inc Profit Sharing PlanLippa Associates, Inc Profit…$954KMartin Fence Co. Profit Sharing PlanMartin Fence Co. Profit Shar…$955KCore Laboratories Profit Sharing and Retirement Plan for Employees in Puerto RicoCore Laboratories Profit Sha…$955KMario R. Ortega, Md, Faap, PA Profit Sharing PlanMario R. Ortega, Md, Faap, P…$955KOwden Corp. Retirement Plan$953K
End-of-year total assets ($M) among Lippa Associates, Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lippa Associates, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lippa Associates, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 17.768258965721795% vs 2022
2024 filing year
$0.9M$1M$1.1M$1.2M 202220232024 $0.95M $1.12M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 3 $954K
2023 1 3 $1M
2024 1 3 $1M

Lippa Associates, Inc filing trail (2022)

Total Assets (Beginning of Year)$857K
Net Assets (End of Year)$954K
Net Income$98K
Employer EIN330331674
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Lippa Associates, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lippa Associates, Inc Profit Sharing Plan, Total assets ($B): 0.000954134 · Participants: 3Lippa Associates, Inc Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Lippa Associates, Inc Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Lippa Associates, Inc Profit Sharing Plan side-by-side with 3 peers →

Lippa Associates, Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Martin Fence Co. Profit Sharing Plan in FL ($955K); 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 Lippa Associates, Inc Profit Sharing Plan assets move in 2022? ▼
Lippa Associates, Inc Profit Sharing Plan grew at a solid clip - up 11.4% during 2022, from $857K to $954K. Reported net income was $98K.
How have Lippa Associates, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lippa Associates, Inc's sponsor-wide assets grew 17.8%, from $954K to $1M.
Where does Lippa Associates, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lippa Associates, Inc Profit Sharing Plan ranks in the 24th 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 Profit Sharing plans are similar in size to Lippa Associates, Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Martin Fence Co. Profit Sharing Plan in FL ($955K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Lippa Associates, Inc 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).

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 330331674.

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.