Profit Sharing · DOL Form 5500 · 2022
Lombardi & Lombardi, P.a. Profit Sharing Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $888,066
- Avg per participant High balance/head
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.
- #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.
- #16,779
- in Professional & Technical Services (21,562 peers)
- -1.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,425,507 Top 22% higher than 78% 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
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.
DOL schedule card
Filing strip 222369867 · Lombardi & Lombardi, P.a. PY 2022 · Profit Sharing
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust · $20M · 23 · 78th
- EOY $20M
- EOY 23
- EOY 78th
- EOY Profit Sharing
- EOY near Lowell Anesthesiology Service, Inc. Profit Sharing Plan
- EOY ind #16779
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 New Jersey →
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Lombardi & Lombardi, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.8126628631543875% vs 2022
- 2024 filing year
| 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.
- 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
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Lowell Anesthesiology Service, Inc. Profit Sharing Plan in MA ($20M); by covered participants it is J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan in TN (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.