Profit Sharing · DOL Form 5500 · 2022

Lisac's, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
67
Participants Small participant base
54th
Percentile by assets National rank
$89,340
Avg per participant Below avg balance/head
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Official DOL plan name: Lisac's, Inc. Profit Sharing Plan · Sponsored by Lisac's, Inc. · Montana · Retail Trade

$6M in assets, 67 participants

Lisac's, Inc.'s Lisac's, Inc. Profit Sharing Plan reported $6M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #6,099 in Retail Trade (9,519 peers)

2022 asset change

Lisac's, Inc. Profit Sharing Plan pulled back noticeably 10.9% in 2022 ($7M → $6M) for 67 participants.

#6,099
in Retail Trade (9,519 peers)
-10.9%
assets change YoY

The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lisac's, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lisac's, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,985,805 Top 46% higher than 54% 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

Lisac's, Inc. Profit Sharing 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. Lisac's, Inc. Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 810307699 · Lisac's, Inc. PY 2022 · Profit Sharing

Lisac's, Inc. Profit Sharing Plan · $6M · 67 · 54th

  • NET $6M
  • NET 67
  • NET 54th
  • NET Profit Sharing
  • NET near M3s Investments Inc. Retirement Plan
  • NET ind #6099

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 Retail Trade retirement plans → · Plans in Montana →

Lisac's, Inc. Profit Sharing Plan in the asset neighbourhood

Lisac's, Inc. Profit Sharing PlanLisac's, Inc. Profit Sharing…$6MRobert Chick Fritz, Inc. Profit Sharing Plan and TrustRobert Chick Fritz, Inc. Pro…$6MContinental Installation Profit Sharing PlanContinental Installation Pro…$6MM3s Investments Inc. Retirement PlanM3s Investments Inc. Retirem…$6MOcamg 401(k) Profit Sharing PlanOcamg 401(k) Profit Sharing …$6M
End-of-year total assets ($M) among Lisac's, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$731K
Employer EIN810307699
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Montana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lisac's, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants Scatter plot of 6 data points. 0100200300400500 020406080 Total assets ($M) Participants Lisac's, Inc. Profit Sharing Plan, Total assets ($M): 5.985805 · Participants: 67Lisac's, Inc. Profit Sharing PlanCushing Terrell 401(k) Retirement Plan, Total assets ($M): 60.760954 · Participants: 424Cushing Terrell 401(k) Retirement PlanOkeefe Drilling Company Profit-Sharing Trust, Total assets ($M): 16.757364 · Participants: 28Okeefe Drilling Company Profit-Sharing TrustBarrett Hospital Development Corporation 403(b) Plan, Total assets ($M): 16.634382 · Participants: 244Barrett Hospital Development Corporation 403(b) PlanLanglas & Associates, Inc. Profit Sharing Plan, Total assets ($M): 13.111631 · Participants: 155Langlas & Associates, Inc. Profit Sharing PlanBlue Rock Products Company Profit Sharing Plan, Total assets ($M): 10.034176 · Participants: 71Blue Rock Products Company Profit Sharing Plan
Lisac's, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Montana, assets vs. participants

Lisac's, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Montana, the nearest Profit Sharing by assets is M3s Investments Inc. Retirement Plan in TN ($6M); by covered participants it is Kyzen Corporation Profit Sharing & Stock Bonus Trust in TN (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Lisac's, Inc. Profit Sharing Plan assets move in 2022?
Lisac's, Inc. Profit Sharing Plan pulled back noticeably - down 10.9% during 2022, from $7M to $6M. Reported net income was -$731K.
Which Profit Sharing plans are similar in size to Lisac's, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is M3s Investments Inc. Retirement Plan in TN ($6M, 26 participants).
Which Profit Sharing plans cover a similar participant headcount to Lisac's, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Kyzen Corporation Profit Sharing & Stock Bonus Trust in TN (67 participants, $2M in assets).