Profit Sharing · DOL Form 5500 · 2022

Balaban, Levinson, Costigan & Wasilik PC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$252,707
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust · Sponsored by Balaban, Levinson, Costigan & Wasilik PC · Colorado · Professional & Technical Services

$1M in assets, 4 participants

Balaban, Levinson, Costigan & Wasilik PC's Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,591 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust holds $1M for 4 participants - about $252,707 per participant, in the lower half of filed plans by assets.

#4,591
in Professional & Technical Services (21,562 peers)
-1.7%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust among the smaller filed plans by assets

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,010,829 25th percentile higher than 25% 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

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 840776428 · Balaban, Levinson, Costigan & Wasilik PC PY 2022 · Profit Sharing

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust · $1M · 4 · 25th

  • EBSA $1M
  • EBSA 4
  • EBSA 25th
  • EBSA Profit Sharing
  • EBSA near Cardio Ana-Med Consulting Group, Psc Retirement Plan
  • EBSA ind #4591

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 Colorado →

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust in the asset neighbourhood

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and TrustBalaban Levinson Costigan & …$1MCardio Ana-Med Consulting Group, Psc Retirement PlanCardio Ana-Med Consulting Gr…$1MBowman Innovations Incorporated Profit Sharing PlanBowman Innovations Incorpora…$1MKontos, Inc. Pension Plan$1MRandy and Pam's Quality Ent Inc Profit Sharing PlanRandy and Pam's Quality Ent …$1M
End-of-year total assets ($M) among Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$18K
Employer EIN840776428
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Balaban, Levinson, Costigan & Wasilik PC)

Sponsor-wide plan assets over time

All Balaban, Levinson, Costigan & Wasilik PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.348423917398492% vs 2022
2024 filing year
$1M$1.05M$1.1M 202220232024 $1.01M $1.09M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 3 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in Colorado

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

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1001020304050 Total assets ($M) Participants Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust, Total assets ($M): 1.010829 · Participants: 4Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and TrustHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust side-by-side with 3 peers →

Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Cardio Ana-Med Consulting Group, Psc Retirement Plan in PR ($1M); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust assets move in 2022? ▼
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust edged down modestly - down 1.7% during 2022, from $1M to $1M. Reported net income was -$18K.
How have Balaban, Levinson, Costigan & Wasilik PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Balaban, Levinson, Costigan & Wasilik PC's sponsor-wide assets grew 7.3%, from $1M to $1M.
Where does Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cardio Ana-Med Consulting Group, Psc Retirement Plan in PR ($1M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 participants, N/A 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 840776428.

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.