Profit Sharing · DOL Form 5500 · 2022
Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $51,201
- Avg per participant Low balance/head
Official DOL plan name: Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP · Sponsored by Meltzer, Lippe, Goldstein & Breitstone, LLP · New York · Professional & Technical Services
$5M in assets, 96 participants
Meltzer, Lippe, Goldstein & Breitstone, LLP's Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported $5M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #10,355 in Professional & Technical Services (21,562 peers)
Meltzer, Lippe, Goldstein & Breitstone, LLP multi-year trail
Meltzer, Lippe, Goldstein & Breitstone, LLP's plans moved +38.2% in assets from 2022 to 2024; this filing shows Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP at $5M / 96 participants.
- #10,355
- in Professional & Technical Services (21,562 peers)
- -2.8%
- assets change YoY
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP's mid-pack asset rank among Professional & Technical Services and all filers
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,915,255 Top 50% higher than 50% 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
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP is a small filing (96 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 113581269 · Meltzer, Lippe, Goldstein & Breitstone, LLP PY 2022 · Profit Sharing
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP · $5M · 96 · 50th
- BOY $5M
- SCH 96
- EBSA 50th
- PART Profit Sharing
- TYPE near Hilda & Alice, Inc. Profit Sharing Plan
- NET ind #10355
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 York →
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP in the asset neighbourhood
Meltzer, Lippe, Goldstein & Breitstone, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Meltzer, Lippe, Goldstein & Breitstone, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 38.20880332945959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 252 | $35M |
| 2023 | 2 | 227 | $42M |
| 2024 | 2 | 253 | $48M |
Meltzer, Lippe, Goldstein & Breitstone, LLP filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$143K |
| Employer EIN | 113581269 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Hilda & Alice, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Grubb & Associates, Inc. Profit Sharing Plan in TN (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Hilda & Alice, Inc. Profit Sharing Plan (CA) $5M · 48
- Gre Profit Sharing Plan (CT) $5M · 2
- Cbnjr, Inc. Profit Sharing Plan (FL) $5M · 20
- Terumo Puerto Rico LLC Retirement Plan (NJ) $5M · 277
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Grubb & Associates, Inc. Profit Sharing Plan (TN) 96 · 0 off
- Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan (MA) 96 · 0 off
- Apcon, Inc.401(k) Plan (OR) 96 · 0 off
- Gordon Contractors, Inc. Davis Bacon Plan (MD) 96 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.