401(k) · DOL Form 5500 · 2022

Joseph S Lutz Md 401(k) Plan

Data updated 2026-08-25

$2K
Total assets Small plan by assets
N/A
Participants Small participant base
1st
Percentile by assets National rank
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Official DOL plan name: Joseph S Lutz Profit Sharing Keogh Plan · Sponsored by Joseph S Lutz Md · New Jersey · Healthcare & Social Assistance

$2K in assets, N/A participants

Joseph S Lutz Md's Joseph S Lutz Profit Sharing Keogh Plan reported $2K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

  • #80 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Joseph S Lutz Profit Sharing Keogh Plan holds $2K for N/A participants, among the smaller plans by assets on file.

#80
in Healthcare & Social Assistance (20,060 peers)
+1.3%
assets growth YoY

Joseph S Lutz Profit Sharing Keogh Plan among the smaller filed plans by assets

Joseph S Lutz Profit Sharing Keogh Plan vs every filed plan by assets

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

$2,069 1st percentile higher than 1% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

EBSA filing schedule strip

Filing strip 223132760 · Joseph S Lutz Md PY 2022 · 401(k)

Joseph S Lutz Profit Sharing Keogh Plan · $2K · N/A · 1st

  • EIN $2K
  • EIN N/A
  • EIN 1st
  • EIN 401(k)
  • EIN near Dibble Insulation, Inc. 401(k) Profit Sharing Plan
  • EIN ind #80

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Joseph S Lutz Profit Sharing Keogh Plan in the asset neighbourhood

Joseph S Lutz Profit Sharing Keogh PlanJoseph S Lutz Profit Sharing…$2KDibble Insulation, Inc. 401(k) Profit Sharing PlanDibble Insulation, Inc. 401(…$2KNorthern California Medical Associates, Inc. 401(k) Profit Sharing PlanNorthern California Medical …$2KMondron, Inc. 401(k) Plan$2KThe Adlock Corporation 401(k) Profit Sharing PlanThe Adlock Corporation 401(k…$2K
End-of-year total assets ($M) among Joseph S Lutz Profit Sharing Keogh Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2K
Net Assets (End of Year)$2K
Net Income$27
Employer EIN223132760
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joseph S Lutz Md)

Sponsor-wide plan assets over time

All Joseph S Lutz Md plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M 20222023 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $2K
2023 1 N/A N/A

Nearby 401(k) Plans in New Jersey

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

Joseph S Lutz Profit Sharing Keogh Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Joseph S Lutz Profit Sharing Keogh Plan, Total assets ($B): 0.000002069 · Participants: 0Joseph S Lutz Profit Sharing Keogh PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Joseph S Lutz Profit Sharing Keogh Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Joseph S Lutz Profit Sharing Keogh Plan side-by-side with 3 peers →

Joseph S Lutz Profit Sharing Keogh Plan's closest out-of-state 401(k) peers by assets

Outside New Jersey, the nearest 401(k) by end-of-year assets is Dibble Insulation, Inc. 401(k) Profit Sharing Plan in TX at $2K (this filing: $2K).

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 Joseph S Lutz Profit Sharing Keogh Plan assets move in 2022? ▼
Joseph S Lutz Profit Sharing Keogh Plan edged up modestly - up 1.3% during 2022, from $2K to $2K. Reported net income was $27.
Where does Joseph S Lutz Profit Sharing Keogh Plan rank by assets among Form 5500 filers? ▼
Joseph S Lutz Profit Sharing Keogh Plan ranks in the 1st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Joseph S Lutz Profit Sharing Keogh Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dibble Insulation, Inc. 401(k) Profit Sharing Plan in TX ($2K, 1 participant).

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 223132760.

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.