Money Purchase · DOL Form 5500 · 2022
Lipy Inc Money Purchase Plan
Data updated 2026-08-25
- $484K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $121,068
- Avg per participant Near avg balance/head
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.
- #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.
- #608
- in Wholesale Trade (6,843 peers)
- -15.1%
- assets change YoY
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 Pension Plan among the smaller filed plans by assets
Lipy Inc Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$484,271 18th percentile higher than 18% 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
Lipy Inc 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. Lipy Inc Pension Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 222420121 · Lipy Inc PY 2022 · Money Purchase
Lipy Inc Pension Plan · $484K · 4 · 18th
- PART $484K
- TYPE 4
- NET 18th
- BOOK Money Purchase
- VS-ST near Critical Sleep & Pulmonary Solutions Retirement Plan
- BOY ind #608
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 Pension Plan in the asset neighbourhood
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
| 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.
- 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
Lipy Inc Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Florida, the nearest Money Purchase by assets is Critical Sleep & Pulmonary Solutions Retirement Plan in PR ($488K); by covered participants it is Psychiatric Center Inc Money Purchase Retirement Plan in KY (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($484K 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.