Money Purchase · DOL Form 5500 · 2022
Lipy Inc Money Purchase Plan
Data updated 2026-08-11
- $484K
- Total assets
- 4
- Participants
- 18th
- Percentile by assets
- $121,068
- Avg per participant
Official DOL plan name: Lipy Inc Pension Plan · Sponsored by Lipy Inc · Florida · Wholesale Trade
$484K in assets, 4 participants
Lipy Inc's Lipy Inc Pension Plan reported $484K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.
- 18th percentile by assets (of 139,126 plans)
- #608 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 Pension Plan at $484K / 4 participants.
- $484K
- total plan assets (2022 EOY)
- 4
- covered participants
- 18th
- percentile by assets (of 139,126 plans)
- $121,068
- avg assets per participant
The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lipy Inc across 3 plan years on file
Across the 3 plan years Lipy Inc has on file (2022-2024), sponsor-wide plan assets have moved from $1M to $128K, a decline of 91.2%, while reported participants moved from 8 to 8 (+0.0%). Peak year by sponsor assets: 2022 ($1M); trough: 2024 ($128K).
Lipy Inc multi-year asset trail
| 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) | $571K |
|---|---|
| Net Assets (End of Year) | $484K |
| Net Income | -$86K |
| Employer EIN | 222420121 |
| Plan Effective Date | 1985-01-31 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Florida
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Lipy Inc Pension Plan vs. nearby Money Purchase plans in Florida, assets vs. participants
- Elliott Money Purchase Pension Plan $338M · 392
- Southern States Savings & Retirement Plan Trust $160M · 13,122
- NECA-IBEW 177 Pension Fund $115M · 1,358
- Lifelink Foundation, Inc. Retirement Plan $87M · 443
- I.B.E.W. Local Union No. 728 Annuity Fund $78M · 1,699
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Lipy Inc Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Lipy Inc Pension Plan assets move in 2022? ▼
How have Lipy Inc plan assets changed over time? ▼
Where does Lipy Inc Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Lipy Inc Pension Plan? ▼
Next read for Lipy Inc Pension Plan
Multi-year trail
Ways to act on Lipy Inc Pension Plan's numbers.
- By total assets, Lipy Inc Pension Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Florida. Compare plans
- Lipy Inc's sponsor-wide assets have declined 91.2% since 2022 across 3 plan years on file. More Wholesale Trade plans