Profit Sharing · DOL Form 5500 · 2022

Lettman Investment Group,Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
25th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Lettman Investment Group, Inc. Profit Sharing Plan · Sponsored by Lettman Investment Group,Inc. · California · Retail Trade

$1M in assets, 1 participants

Lettman Investment Group,Inc.'s Lettman Investment Group, Inc. Profit Sharing Plan reported $1M in total assets and 1 participant 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.

  • #3,359 in Retail Trade (9,519 peers)

What the 2022 filing shows

Lettman Investment Group, Inc. Profit Sharing Plan holds $1M for 1 participant - about $1.0M per participant, in the lower half of filed plans by assets.

#3,359
in Retail Trade (9,519 peers)
+6.9%
assets growth YoY

Lettman Investment Group, Inc. Profit Sharing Plan among the smaller filed plans by assets

Lettman Investment Group, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,035,096 25th percentile higher than 25% 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

Lettman Investment Group, 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. Lettman Investment Group, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 271233984 · Lettman Investment Group,Inc. PY 2022 · Profit Sharing

Lettman Investment Group, Inc. Profit Sharing Plan · $1M · 1 · 25th

  • EOY $1M
  • 5500 1
  • ASSETS 25th
  • PCT Profit Sharing
  • EIN near Allegheny Forestry, Inc. Profit Sharing Plan
  • RANK ind #3359

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 Retail Trade retirement plans → · Plans in California →

Lettman Investment Group, Inc. Profit Sharing Plan in the asset neighbourhood

Lettman Investment Group, Inc. Profit Sharing PlanLettman Investment Group, In…$1MAllegheny Forestry, Inc. Profit Sharing PlanAllegheny Forestry, Inc. Pro…$1MWhite Properties, Inc. Profit Sharing PlanWhite Properties, Inc. Profi…$1MTaylor Oil Co., Inc. Employees Profit Sharing PlanTaylor Oil Co., Inc. Employe…$1MCovington Capital Corporation Profit Sharing PlanCovington Capital Corporatio…$1M
End-of-year total assets ($M) among Lettman Investment Group, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$968K
Net Assets (End of Year)$1M
Net Income$67K
Employer EIN271233984
Plan Effective Date2009-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Lettman Investment Group,Inc.)

Sponsor-wide plan assets over time

All Lettman Investment Group,Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 0.7441821821357633% vs 2022
2023 filing year
$1.04M 20222023 $1.04M $1.04M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M

Nearby Profit Sharing Plans in California

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

Lettman Investment Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Lettman Investment Group, Inc. Profit Sharing Plan, Total assets ($B): 0.001035096 · Participants: 1Lettman Investment Group, 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
Lettman Investment Group, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Lettman Investment Group, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lettman Investment Group, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Allegheny Forestry, Inc. Profit Sharing Plan in PA ($1M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

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 Lettman Investment Group, Inc. Profit Sharing Plan assets move in 2022? ▼
Lettman Investment Group, Inc. Profit Sharing Plan grew at a solid clip - up 6.9% during 2022, from $968K to $1M. Reported net income was $67K.
How have Lettman Investment Group,Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lettman Investment Group,Inc.'s sponsor-wide assets grew 0.7%, from $1M to $1M.
Where does Lettman Investment Group, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lettman Investment Group, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Lettman Investment Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Allegheny Forestry, Inc. Profit Sharing Plan in PA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lettman Investment Group, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 271233984.

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.