Profit Sharing · DOL Form 5500 · 2022

Lee N Sternal PC Profit Sharing Plan

Data updated 2026-08-25

$667K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$667,484
Avg per participant High balance/head
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Official DOL plan name: Lee N Sternal Profit Sharing Pension Plan · Sponsored by Lee N Sternal PC · Colorado · Professional & Technical Services

$667K in assets, 1 participants

Lee N Sternal PC's Lee N Sternal Profit Sharing Pension Plan reported $667K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,660 in Professional & Technical Services (21,562 peers)

2022 asset change

Lee N Sternal Profit Sharing Pension Plan declined sharply 15.2% in 2022 ($787K → $667K) for 1 participant.

#3,660
in Professional & Technical Services (21,562 peers)
-15.2%
assets change YoY

The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee N Sternal Profit Sharing Pension Plan among the smaller filed plans by assets

Lee N Sternal Profit Sharing Pension Plan vs every filed plan by assets

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

$667,484 21st percentile higher than 21% 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

Lee N Sternal Profit Sharing Pension 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. Lee N Sternal Profit Sharing Pension Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 840817697 · Lee N Sternal PC PY 2022 · Profit Sharing

Lee N Sternal Profit Sharing Pension Plan · $667K · 1 · 21st

  • SCH $667K
  • EBSA 1
  • PART 21st
  • TYPE Profit Sharing
  • NET near Trahnel Inc. Retirement Plan
  • BOOK ind #3660

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 Colorado →

Lee N Sternal Profit Sharing Pension Plan in the asset neighbourhood

Lee N Sternal Profit Sharing Pension PlanLee N Sternal Profit Sharing…$667KTrahnel Inc. Retirement Plan$668KSinai Health System Union Retirement PlanSinai Health System Union Re…$668KNilo Co. Profit Sharing Plan$668KProfit Sharing Plan$668K
End-of-year total assets ($M) among Lee N Sternal Profit Sharing Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$787K
Net Assets (End of Year)$667K
Net Income-$120K
Employer EIN840817697
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

Lee N Sternal Profit Sharing Pension Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1001020304050 Total assets ($M) Participants Lee N Sternal Profit Sharing Pension Plan, Total assets ($M): 0.667484 · Participants: 1Lee N Sternal Profit Sharing Pension PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Lee N Sternal Profit Sharing Pension Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Lee N Sternal Profit Sharing Pension Plan side-by-side with 3 peers →

Lee N Sternal Profit Sharing Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Trahnel Inc. Retirement Plan in FL ($668K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($667K here).

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 Lee N Sternal Profit Sharing Pension Plan assets move in 2022? ▼
Lee N Sternal Profit Sharing Pension Plan declined sharply - down 15.2% during 2022, from $787K to $667K. Reported net income was -$120K.
Where does Lee N Sternal Profit Sharing Pension Plan rank by assets among Form 5500 filers? ▼
Lee N Sternal Profit Sharing Pension Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lee N Sternal Profit Sharing Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Trahnel Inc. Retirement Plan in FL ($668K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Lee N Sternal Profit Sharing Pension 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 840817697.

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.