Profit Sharing · DOL Form 5500 · 2022

Lipy Inc Profit Sharing Plan

Data updated 2026-08-25

$968K
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$241,990
Avg per participant Above avg balance/head
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Official DOL plan name: Lipy Inc Profit Sharing Plan · Sponsored by Lipy Inc · Florida · Wholesale Trade

$968K in assets, 4 participants

Lipy Inc's Lipy Inc Profit Sharing Plan reported $968K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #951 in Wholesale Trade (6,843 peers)

Lipy Inc multi-year trail

Lipy Inc's plans moved -91.2% in assets from 2022 to 2024; this filing shows Lipy Inc Profit Sharing Plan at $968K / 4 participants.

#951
in Wholesale Trade (6,843 peers)
-13.4%
assets change YoY

The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lipy Inc Profit Sharing Plan among the smaller filed plans by assets

Lipy Inc Profit Sharing Plan vs every filed plan by assets

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

$967,959 25th percentile higher than 25% 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

Lipy Inc 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. Lipy Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 222420121 · Lipy Inc PY 2022 · Profit Sharing

Lipy Inc Profit Sharing Plan · $968K · 4 · 25th

  • TYPE $968K
  • TYPE 4
  • TYPE 25th
  • TYPE Profit Sharing
  • TYPE near Managed Career Solutions, Inc. Profit Sharing Plan and Trust
  • TYPE ind #951

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 Wholesale Trade retirement plans → · Plans in Florida →

Lipy Inc Profit Sharing Plan in the asset neighbourhood

Lipy Inc Profit Sharing Plan$968KManaged Career Solutions, Inc. Profit Sharing Plan and TrustManaged Career Solutions, In…$968KSmr Retirement Plan$968KPete's Corporation Retirement PlanPete's Corporation Retiremen…$968KYellow Bear Inc. Retirement PlanYellow Bear Inc. Retirement …$968K
End-of-year total assets ($M) among Lipy Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lipy Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lipy Inc plans reported in each filing year

Latest sponsor-wide plan assets
$128K 91.15188365479298% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.45M $0.13M ▼ -91.0%
Year Plans Participants Total Assets
2022 2 8 $1M
2023 2 8 $444K
2024 2 8 $128K

Lipy Inc filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$968K
Net Income-$149K
Employer EIN222420121
Plan Effective Date1985-01-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Lipy Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Lipy Inc Profit Sharing Plan, Total assets ($B): 0.000967959 · Participants: 4Lipy Inc Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution Plan
Lipy Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Lipy Inc Profit Sharing Plan side-by-side with 3 peers →

Lipy Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Managed Career Solutions, Inc. Profit Sharing Plan and Trust in CA ($968K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($968K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lipy Inc Profit Sharing Plan assets move in 2022? ▼
Lipy Inc Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $1M to $968K. Reported net income was -$149K.
How have Lipy Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lipy Inc's sponsor-wide assets declined 91.2%, from $1M to $128K.
Where does Lipy Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lipy Inc Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Lipy Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Managed Career Solutions, Inc. Profit Sharing Plan and Trust in CA ($968K, 100 participants).
Which Profit Sharing plans cover a similar participant headcount to Lipy Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 222420121.

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.