401(k) · DOL Form 5500 · 2022

Jeong & Lizardi, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
35th
Percentile by assets National rank
$212,965
Avg per participant Above avg balance/head
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Official DOL plan name: Jeong & Lizardi, P.C. 401(k) Plan · Sponsored by Jeong & Lizardi, P.C. · Arizona · Professional & Technical Services

$2M in assets, 10 participants

Jeong & Lizardi, P.C.'s Jeong & Lizardi, P.C. 401(k) Plan reported $2M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,776 in Professional & Technical Services (21,562 peers)

Jeong & Lizardi, P.C. multi-year trail

Jeong & Lizardi, P.C.'s plans moved -46.4% in assets from 2022 to 2024; this filing shows Jeong & Lizardi, P.C. 401(k) Plan at $2M / 10 participants.

#6,776
in Professional & Technical Services (21,562 peers)
-1.7%
assets change YoY

The plan reported a net loss of $37K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jeong & Lizardi, P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jeong & Lizardi, P.C. 401(k) Plan vs every filed plan by assets

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

$2,129,653 35th percentile higher than 35% 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

Jeong & Lizardi, P.C. 401(k) 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. Jeong & Lizardi, P.C. 401(k) Plan is a micro filing (10 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 860434407 · Jeong & Lizardi, P.C. PY 2022 · 401(k)

Jeong & Lizardi, P.C. 401(k) Plan · $2M · 10 · 35th

  • SCH $2M
  • EBSA 10
  • PART 35th
  • TYPE 401(k)
  • NET near Executive Town Car & Limo Corp 401(k) Profit Sharing Plan & Trust
  • BOOK ind #6776

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 Arizona →

Jeong & Lizardi, P.C. 401(k) Plan in the asset neighbourhood

Jeong & Lizardi, P.C. 401(k) PlanJeong & Lizardi, P.C. 401(k)…$2MExecutive Town Car & Limo Corp 401(k) Profit Sharing Plan & TrustExecutive Town Car & Limo Co…$2MIcare Services 401(k) Plan$2MMedia Iq Digital N.a. 401(k) PlanMedia Iq Digital N.a. 401(k)…$2MAdelphia Seafood 401(k) Plan$2M
End-of-year total assets ($M) among Jeong & Lizardi, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jeong & Lizardi, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jeong & Lizardi, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.41953407433042% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.13M $1.14M ▼ -46.5%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 7 $1M

Jeong & Lizardi, P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$37K
Employer EIN860434407
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jeong & Lizardi, P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Jeong & Lizardi, P.C. 401(k) Plan, Total assets ($B): 0.002129653 · Participants: 10Jeong & Lizardi, P.C. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Jeong & Lizardi, P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Jeong & Lizardi, P.C. 401(k) Plan side-by-side with 3 peers →

Jeong & Lizardi, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Executive Town Car & Limo Corp 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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.

Frequently Asked Questions

How did Jeong & Lizardi, P.C. 401(k) Plan assets move in 2022? ▼
Jeong & Lizardi, P.C. 401(k) Plan edged down modestly - down 1.7% during 2022, from $2M to $2M. Reported net income was -$37K.
How have Jeong & Lizardi, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeong & Lizardi, P.C.'s sponsor-wide assets declined 46.4%, from $2M to $1M.
Which 401(k) plans are similar in size to Jeong & Lizardi, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Executive Town Car & Limo Corp 401(k) Profit Sharing Plan & Trust in NY ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Jeong & Lizardi, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $2M 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 860434407.

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.