401(k) · DOL Form 5500 · 2022
Crespi Landowners, Lc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $207,025
- Avg per participant Above avg balance/head
Official DOL plan name: David Lifshultz 401(k) Plan · Sponsored by Crespi Landowners, Lc · Florida · Real Estate
$1M in assets, 5 participants
Crespi Landowners, Lc's David Lifshultz 401(k) Plan reported $1M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #2,122 in Real Estate (5,057 peers)
2022 asset change
David Lifshultz 401(k) Plan declined sharply 15.0% in 2022 ($1M → $1M) for 5 participants.
- #2,122
- in Real Estate (5,057 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $183K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David Lifshultz 401(k) Plan among the smaller filed plans by assets
David Lifshultz 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,035,124 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
David Lifshultz 401(k) 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. David Lifshultz 401(k) Plan is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 300306216 · Crespi Landowners, Lc PY 2022 · 401(k)
David Lifshultz 401(k) Plan · $1M · 5 · 25th
- BOY $1M
- BOY 5
- BOY 25th
- BOY 401(k)
- BOY near Wxrt Inc. Retirement Plan
- BOY ind #2122
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 Real Estate retirement plans → · Plans in Florida →
David Lifshultz 401(k) Plan in the asset neighbourhood
Crespi Landowners, Lc years around the 2022 move
Sponsor-wide plan assets over time
All Crespi Landowners, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- $934K 9.789068749251298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $934K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$183K |
| Employer EIN | 300306216 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
David Lifshultz 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Wxrt Inc. Retirement Plan in NJ ($1M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.