401(k) · DOL Form 5500 · 2022

Meltzer, Lippe, Goldstein & Breitstone, LLP 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
156
Participants Small participant base
83rd
Percentile by assets National rank
$193,070
Avg per participant Above avg balance/head
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Official DOL plan name: Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) · Sponsored by Meltzer, Lippe, Goldstein & Breitstone, LLP · New York · Professional & Technical Services

$30M in assets, 156 participants

Meltzer, Lippe, Goldstein & Breitstone, LLP's Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) reported $30M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,996 in Professional & Technical Services (21,562 peers)

Coverage in New York

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $30M.

#17,996
in Professional & Technical Services (21,562 peers)
-12.0%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))'s outsized position by total assets

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) vs every filed plan by assets

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

$30,118,899 Top 17% higher than 83% 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

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) sits mid-pack in the medium band (156 participants).

Plan-year Form 5500 strip

Filing strip 113581269 · Meltzer, Lippe, Goldstein & Breitstone, LLP PY 2022 · 401(k)

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) · $30M · 156 · 83rd

  • NET $30M
  • BOOK 156
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near The National Football League Capital Accumulation Plan
  • EBSA ind #17996

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 →

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) in the asset neighbourhood

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))Meltzer,Lippe,Goldstein & Br…$30MThe National Football League Capital Accumulation PlanThe National Football League…$30MIh Mississippi Valley Credit Union 401(k) Plan & TrustIh Mississippi Valley Credit…$30MFairfield County Healthcare Associates, P.C. 401(k) Profit Sharing PlanFairfield County Healthcare …$30MWohlsen Construction Company 401(k) PlanWohlsen Construction Company…$30M
End-of-year total assets ($M) among Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN113581269
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meltzer, Lippe, Goldstein & Breitstone, LLP)

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
$30M$35M$40M$45M$50M 202220232024 $35M $48.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 2 252 $35M
2023 2 227 $42M
2024 2 253 $48M

Nearby 401(k) Plans in New York

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

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)), Total assets ($B): 0.030118899 · Participants: 156Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))IBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) side-by-side with 3 peers →

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The National Football League Capital Accumulation Plan in FL ($30M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) assets move in 2022? ▼
Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) pulled back noticeably - down 12.0% during 2022, from $34M to $30M. Reported net income was -$4M.
How have Meltzer, Lippe, Goldstein & Breitstone, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meltzer, Lippe, Goldstein & Breitstone, LLP's sponsor-wide assets grew 38.2%, from $35M to $48M.
Where does Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) rank by assets among Form 5500 filers? ▼
Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by assets is The National Football League Capital Accumulation Plan in FL ($30M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 113581269.

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.