401(k) · DOL Form 5500 · 2022

Lipson Neilson P.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
57
Participants Small participant base
66th
Percentile by assets National rank
$181,979
Avg per participant Above avg balance/head
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Official DOL plan name: Lipson Neilson P.C. 401(k) Plan and Trust · Sponsored by Lipson Neilson P.C. · Michigan · Professional & Technical Services

$10M in assets, 57 participants

Lipson Neilson P.C.'s Lipson Neilson P.C. 401(k) Plan and Trust reported $10M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,904 in Professional & Technical Services (21,562 peers)

Lipson Neilson P.C. multi-year trail

Lipson Neilson P.C.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Lipson Neilson P.C. 401(k) Plan and Trust at $10M / 57 participants.

#13,904
in Professional & Technical Services (21,562 peers)
-5.8%
assets change YoY

The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lipson Neilson P.C. 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lipson Neilson P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$10,372,793 Top 34% higher than 66% 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

Lipson Neilson P.C. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lipson Neilson P.C. 401(k) Plan and Trust is a small filing (57 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 382574325 · Lipson Neilson P.C. PY 2022 · 401(k)

Lipson Neilson P.C. 401(k) Plan and Trust · $10M · 57 · 66th

  • ASSETS $10M
  • ASSETS 57
  • ASSETS 66th
  • ASSETS 401(k)
  • ASSETS near Butcherbox 401(k) Plan
  • ASSETS ind #13904

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 Michigan →

Lipson Neilson P.C. 401(k) Plan and Trust in the asset neighbourhood

Lipson Neilson P.C. 401(k) Plan and TrustLipson Neilson P.C. 401(k) P…$10MButcherbox 401(k) Plan$10MSmart Sand, Inc. Retirement PlanSmart Sand, Inc. Retirement …$10MKova Fertilizer Inc. 401(k) PlanKova Fertilizer Inc. 401(k) …$10MIntown Lessee Services, LLC 401(k) Salary Reduction Plan and TrustIntown Lessee Services, LLC …$10M
End-of-year total assets ($M) among Lipson Neilson P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lipson Neilson P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Lipson Neilson P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.06972471156033% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.4M $12.5M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 57 $10M
2023 1 55 $12M
2024 1 58 $12M

Lipson Neilson P.C. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$642K
Employer EIN382574325
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lipson Neilson P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Lipson Neilson P.C. 401(k) Plan and Trust, Total assets ($B): 0.010372793 · Participants: 57Lipson Neilson P.C. 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lipson Neilson P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lipson Neilson P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Lipson Neilson P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Butcherbox 401(k) Plan in MA ($10M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Lipson Neilson P.C. 401(k) Plan and Trust assets move in 2022? ▼
Lipson Neilson P.C. 401(k) Plan and Trust pulled back noticeably - down 5.8% during 2022, from $11M to $10M. Reported net income was -$642K.
How have Lipson Neilson P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lipson Neilson P.C.'s sponsor-wide assets grew 20.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Lipson Neilson P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Butcherbox 401(k) Plan in MA ($10M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Lipson Neilson P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants, $12M 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 382574325.

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.