Profit Sharing · DOL Form 5500 · 2022

Philip Lutz Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Philip E Lutz Mdpc Profit Sharing Plan · Sponsored by Philip Lutz · New Jersey · Healthcare & Social Assistance

$2M in assets, 2 participants

Philip Lutz's Philip E Lutz Mdpc Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,696 in Healthcare & Social Assistance (20,060 peers)

Philip Lutz multi-year trail

Philip Lutz's plans moved +28.1% in assets from 2022 to 2024; this filing shows Philip E Lutz Mdpc Profit Sharing Plan at $2M / 2 participants.

#7,696
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY

The plan reported a net loss of $474K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Philip E Lutz Mdpc Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Philip E Lutz Mdpc Profit Sharing Plan vs every filed plan by assets

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

$2,353,026 36th percentile higher than 36% 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

Philip E Lutz Mdpc 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. Philip E Lutz Mdpc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 223279053 · Philip Lutz PY 2022 · Profit Sharing

Philip E Lutz Mdpc Profit Sharing Plan · $2M · 2 · 36th

  • EIN $2M
  • EIN 2
  • EIN 36th
  • EIN Profit Sharing
  • EIN near Price Property Management, Inc. Profit Sharing Plan
  • EIN ind #7696

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 New Jersey →

Philip E Lutz Mdpc Profit Sharing Plan in the asset neighbourhood

Conley Partnership Inc. Retirement PlanConley Partnership Inc. Reti…$2MBailey, Clark & Nelson Self-Empl Profit Sharing PlanBailey, Clark & Nelson Self-…$2MPhilip E Lutz Mdpc Profit Sharing PlanPhilip E Lutz Mdpc Profit Sh…$2MPrice Property Management, Inc. Profit Sharing PlanPrice Property Management, I…$2MElman Retina Group, P.a. Profit Sharing Plan and TrustElman Retina Group, P.a. Pro…$2M
End-of-year total assets ($M) among Philip E Lutz Mdpc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Philip Lutz multi-year asset trail

Sponsor-wide plan assets over time

All Philip Lutz plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.053961154700374% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.35M $3.01M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $3M

Philip Lutz filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$474K
Employer EIN223279053
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Philip E Lutz Mdpc Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Philip E Lutz Mdpc Profit Sharing Plan, Total assets ($B): 0.002353026 · Participants: 2Philip E Lutz Mdpc Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Philip E Lutz Mdpc Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Philip E Lutz Mdpc Profit Sharing Plan side-by-side with 3 peers →

Philip E Lutz Mdpc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Price Property Management, Inc. Profit Sharing Plan in TX ($2M); 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 Philip E Lutz Mdpc Profit Sharing Plan assets move in 2022? ▼
Philip E Lutz Mdpc Profit Sharing Plan declined sharply - down 16.8% during 2022, from $3M to $2M. Reported net income was -$474K.
How have Philip Lutz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philip Lutz's sponsor-wide assets grew 28.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Philip E Lutz Mdpc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Price Property Management, Inc. Profit Sharing Plan in TX ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Philip E Lutz Mdpc 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 223279053.

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.