401(k) · DOL Form 5500 · 2022
Smolin, Lupin & Co., P.a. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $276,535
- Avg per participant High balance/head
Official DOL plan name: Smolin, Lupin & Co. Savings and Investment Plan · Sponsored by Smolin, Lupin & Co., P.a. · New Jersey · Professional & Technical Services
$26M in assets, 95 participants
Smolin, Lupin & Co., P.a.'s Smolin, Lupin & Co. Savings and Investment Plan reported $26M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,618 in Professional & Technical Services (21,562 peers)
Where Smolin, Lupin & Co. Savings and Investment Plan sits by assets
Smolin, Lupin & Co. Savings and Investment Plan sits in the top quartile of all filed plans by assets, $26M for 95 participants (~$276,535/participant), down 17.1% in 2022.
- #17,618
- in Professional & Technical Services (21,562 peers)
- -17.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smolin, Lupin & Co. Savings and Investment Plan's outsized position by total assets
Smolin, Lupin & Co. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,270,833 Top 19% higher than 81% 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
Smolin, Lupin & Co. Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smolin, Lupin & Co. Savings and Investment Plan is a small filing (95 participants) on this national headcount ladder.
DOL schedule card
Filing strip 222258733 · Smolin, Lupin & Co., P.a. PY 2022 · 401(k)
Smolin, Lupin & Co. Savings and Investment Plan · $26M · 95 · 81st
- TYPE $26M
- TYPE 95
- TYPE 81st
- TYPE 401(k)
- TYPE near Whitebox Advisors, LLC 401(k) Plan
- TYPE ind #17618
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 New Jersey →
Smolin, Lupin & Co. Savings and Investment Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$5M |
| Employer EIN | 222258733 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smolin, Lupin & Co., P.a.)
Sponsor-wide plan assets over time
All Smolin, Lupin & Co., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 25.430876135522617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $26M |
| 2023 | 1 | 113 | $31M |
| 2024 | 1 | 123 | $33M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Smolin, Lupin & Co. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Whitebox Advisors, LLC 401(k) Plan in MN ($26M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Whitebox Advisors, LLC 401(k) Plan (MN) $26M · 60
- Delve Retirement Plan (PA) $26M · 95
- Itafos Retirement Plan (TX) $26M · 293
- Allen Media Broadcasting 401(k) Plan (OR) $26M · 1,256
Similar participant headcount
Nearest other-state filings by covered participants (95 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.