Profit Sharing · DOL Form 5500 · 2022

James C Lisak, Md Profit Sharing Plan

Data updated 2026-08-25

$507K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$253,252
Avg per participant Above avg balance/head
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Official DOL plan name: James C Lisak, Md Keogh Profit Sharing Plan · Sponsored by James C Lisak, Md · Massachusetts · Healthcare & Social Assistance

$507K in assets, 2 participants

James C Lisak, Md's James C Lisak, Md Keogh Profit Sharing Plan reported $507K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,884 in Healthcare & Social Assistance (20,060 peers)

James C Lisak, Md multi-year trail

James C Lisak, Md's plans moved +11.2% in assets from 2022 to 2024; this filing shows James C Lisak, Md Keogh Profit Sharing Plan at $507K / 2 participants.

#2,884
in Healthcare & Social Assistance (20,060 peers)
+0.7%
assets growth YoY

James C Lisak, Md Keogh Profit Sharing Plan among the smaller filed plans by assets

James C Lisak, Md Keogh Profit Sharing Plan vs every filed plan by assets

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

$506,504 18th percentile higher than 18% 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

James C Lisak, Md Keogh 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. James C Lisak, Md Keogh Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 042965446 · James C Lisak, Md PY 2022 · Profit Sharing

James C Lisak, Md Keogh Profit Sharing Plan · $507K · 2 · 18th

  • 5500 $507K
  • ASSETS 2
  • PCT 18th
  • EIN Profit Sharing
  • RANK near Jt Geritz Inc. Retirement Plan
  • PHOTO ind #2884

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 Massachusetts →

James C Lisak, Md Keogh Profit Sharing Plan in the asset neighbourhood

James C Lisak, Md Keogh Profit Sharing PlanJames C Lisak, Md Keogh Prof…$507KJt Geritz Inc. Retirement PlanJt Geritz Inc. Retirement Pl…$507KLewis Hanson and Company, Inc. Profit Sharing PlanLewis Hanson and Company, In…$506KMichigan Association of Timbermen Self-Insurers' Fund Pension PlanMichigan Association of Timb…$507KDotseth Family Ventures, Inc. Retirement PlanDotseth Family Ventures, Inc…$507K
End-of-year total assets ($M) among James C Lisak, Md Keogh Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

James C Lisak, Md multi-year asset trail

Sponsor-wide plan assets over time

All James C Lisak, Md plans reported in each filing year

Latest sponsor-wide plan assets
$973K 11.203300051563305% vs 2022
2024 filing year
$0.85M$0.9M$0.95M$1M 202220232024 $0.87M $0.97M ▲ +11.5%
Year Plans Participants Total Assets
2022 2 4 $875K
2023 2 4 $920K
2024 2 4 $973K

James C Lisak, Md filing trail (2022)

Total Assets (Beginning of Year)$503K
Net Assets (End of Year)$507K
Net Income$4K
Employer EIN042965446
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

James C Lisak, Md Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants James C Lisak, Md Keogh Profit Sharing Plan, Total assets ($B): 0.000506504 · Participants: 2James C Lisak, Md Keogh Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
James C Lisak, Md Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare James C Lisak, Md Keogh Profit Sharing Plan side-by-side with 3 peers →

James C Lisak, Md Keogh Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Jt Geritz Inc. Retirement Plan in NC ($507K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 James C Lisak, Md Keogh Profit Sharing Plan assets move in 2022? ▼
James C Lisak, Md Keogh Profit Sharing Plan held essentially flat - up 0.7% during 2022, from $503K to $507K. Reported net income was $4K.
How have James C Lisak, Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), James C Lisak, Md's sponsor-wide assets grew 11.2%, from $875K to $973K.
Where does James C Lisak, Md Keogh Profit Sharing Plan rank by assets among Form 5500 filers? ▼
James C Lisak, Md Keogh Profit Sharing Plan ranks in the 18th 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 James C Lisak, Md Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jt Geritz Inc. Retirement Plan in NC ($507K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to James C Lisak, Md Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 042965446.

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.