Profit Sharing · DOL Form 5500 · 2022
Lombardi & Lombardi, P.a. Profit Sharing Plan
Data updated 2026-08-11
- $20M
- Total assets
- 23
- Participants
- 78th
- Percentile by assets
- $888,066
- Avg per participant
Official DOL plan name: Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust · Sponsored by Lombardi & Lombardi, P.a. · New Jersey · Professional & Technical Services
$20M in assets, 23 participants
Lombardi & Lombardi, P.a.'s Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust reported $20M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 139,126 plans)
- #16,779 in Professional & Technical Services (21,562 peers)
Where Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust sits by assets
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $20M for 23 participants (~$888,066/participant), down 1.0% in 2022.
- $20M
- total plan assets (2022 EOY)
- 23
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $888,066
- avg assets per participant
The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs the 2022 asset distribution
By assets, Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$208K |
| Employer EIN | 222369867 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lombardi & Lombardi, P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $20M |
| 2023 | 1 | 23 | $21M |
| 2024 | 1 | 23 | $22M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust assets move in 2022? ▼
How have Lombardi & Lombardi, P.a. plan assets changed over time? ▼
Where does Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust? ▼
Next read for Lombardi & Lombardi, P.a. Profit Sharing…
Scale reading
Ways to act on Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust's numbers.
- By total assets, Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Lombardi & Lombardi, P.a.'s sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans