Profit Sharing · DOL Form 5500 · 2022

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan

Data updated 2026-08-11

$21M
Total assets
115
Participants
78th
Percentile by assets
$180,187
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan · Sponsored by Laughlin, Falbo, Levy & Moresi, LLP · California · Professional & Technical Services

$21M in assets, 115 participants

Laughlin, Falbo, Levy & Moresi, LLP's Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan reported $21M in total assets and 115 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)
  • #16,825 in Professional & Technical Services (21,562 peers)

Coverage in California

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $21M.

$21M
total plan assets (2022 EOY)
115
covered participants
78th
percentile by assets (of 139,126 plans)
$180,187
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan reports 115 participants - about 18% of that state average ($21M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN942950919
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Laughlin, Falbo, Levy & Moresi, LLP)

$40M$45M$50M$55M$60M 202220232024 $45.3M $54.3M ▲ +19.7%
Total plan assets by year, all Laughlin, Falbo, Levy & Moresi, LLP plans on file
Year Plans Participants Total Assets
2022 2 311 $45M
2023 2 290 $48M
2024 2 380 $54M

Nearby Profit Sharing Plans in California

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

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Laughlin, Falbo, Levy & Moresi, LLP 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 Laughlin, Falbo, Lev…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan assets move in 2022?
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan declined sharply - down 17.7% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Laughlin, Falbo, Levy & Moresi, LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Laughlin, Falbo, Levy & Moresi, LLP's sponsor-wide assets grew 19.7%, from $45M to $54M.
Where does Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan rank by assets among Form 5500 filers?
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Pediatric Anesthesia Associates, P.C. Profit Sharing Plan in MI ($21M, 21 participants).

Next read for Laughlin, Falbo, Levy & Moresi, LLP Prof…

Filing takeaways

Ways to act on Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan's numbers.