Profit Sharing · DOL Form 5500 · 2022
Ltg & Associates, Incorporated Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $631,841
- Avg per participant High balance/head
Official DOL plan name: Ltg & Associates, Incorporated Retirement Plan · Sponsored by Ltg & Associates, Incorporated · Texas · Real Estate
$1M in assets, 2 participants
Ltg & Associates, Incorporated's Ltg & Associates, Incorporated Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #2,269 in Real Estate (5,057 peers)
What the 2022 filing shows
Ltg & Associates, Incorporated Retirement Plan holds $1M for 2 participants - about $631,841 per participant, in the lower half of filed plans by assets.
- #2,269
- in Real Estate (5,057 peers)
- -1.4%
- assets change YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ltg & Associates, Incorporated Retirement Plan among the smaller filed plans by assets
Ltg & Associates, Incorporated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,263,682 28th percentile higher than 28% 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
Ltg & Associates, Incorporated Retirement 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. Ltg & Associates, Incorporated Retirement Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 463757648 · Ltg & Associates, Incorporated PY 2022 · Profit Sharing
Ltg & Associates, Incorporated Retirement Plan · $1M · 2 · 28th
- PART $1M
- TYPE 2
- NET 28th
- BOOK Profit Sharing
- VS-ST near Kessler Land Agency, Inc. Profit Sharing Plan
- BOY ind #2269
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 Real Estate retirement plans → · Plans in Texas →
Ltg & Associates, Incorporated Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$18K |
| Employer EIN | 463757648 |
| Plan Effective Date | 2013-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Ltg & Associates, Incorporated Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Kessler Land Agency, Inc. Profit Sharing Plan in AL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.