Profit Sharing · DOL Form 5500 · 2022

Drs. Lebovic, Schwimer & Goldberg Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
45th
Percentile by assets National rank
$217,124
Avg per participant Above avg balance/head
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Official DOL plan name: Profit Sharing Plan of Lebovic, Schwimer & Goldberg · Sponsored by Drs. Lebovic, Schwimer & Goldberg · California · Healthcare & Social Assistance

$4M in assets, 18 participants

Drs. Lebovic, Schwimer & Goldberg's Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported $4M in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,111 in Healthcare & Social Assistance (20,060 peers)

Drs. Lebovic, Schwimer & Goldberg multi-year trail

Drs. Lebovic, Schwimer & Goldberg's plans moved +27.4% in assets from 2022 to 2024; this filing shows Profit Sharing Plan of Lebovic, Schwimer & Goldberg at $4M / 18 participants.

#10,111
in Healthcare & Social Assistance (20,060 peers)
-32.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan of Lebovic, Schwimer & Goldberg's mid-pack asset rank among Healthcare & Social Assistance and all filers

Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs every filed plan by assets

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

$3,908,230 45th percentile higher than 45% 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

Profit Sharing Plan of Lebovic, Schwimer & Goldberg among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan of Lebovic, Schwimer & Goldberg is a small filing (18 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 954082760 · Drs. Lebovic, Schwimer & Goldberg PY 2022 · Profit Sharing

Profit Sharing Plan of Lebovic, Schwimer & Goldberg · $4M · 18 · 45th

  • 5500 $4M
  • 5500 18
  • 5500 45th
  • 5500 Profit Sharing
  • 5500 near Group H Capital Corporation Profit Sharing Trust
  • 5500 ind #10111

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 California →

Profit Sharing Plan of Lebovic, Schwimer & Goldberg in the asset neighbourhood

American Demolition Corporation Profit Sharing Plan and TrustAmerican Demolition Corporat…$4MProfit Sharing Plan of Lebovic, Schwimer & GoldbergProfit Sharing Plan of Lebov…$4MGroup H Capital Corporation Profit Sharing TrustGroup H Capital Corporation …$4MFlorala Pharmacy, Inc. P/S PlanFlorala Pharmacy, Inc. P/S P…$4MLachman & Gorton 401(k) Profit Sharing PlanLachman & Gorton 401(k) Prof…$4M
End-of-year total assets ($M) among Profit Sharing Plan of Lebovic, Schwimer & Goldberg and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Drs. Lebovic, Schwimer & Goldberg multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Lebovic, Schwimer & Goldberg plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.420545873707535% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $4.98M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 19 $5M
2024 1 18 $5M

Drs. Lebovic, Schwimer & Goldberg filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN954082760
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Profit Sharing Plan of Lebovic, Schwimer & Goldberg, Total assets ($B): 0.00390823 · Participants: 18Profit Sharing Plan of Lebovic, Schwimer & GoldbergIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Profit Sharing Plan of Lebovic, Schwimer & Goldberg side-by-side with 3 peers →

Profit Sharing Plan of Lebovic, Schwimer & Goldberg's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Group H Capital Corporation Profit Sharing Trust in VA ($4M); by covered participants it is Dme Interests, Inc. Retirement Plan in TX (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Profit Sharing Plan of Lebovic, Schwimer & Goldberg assets move in 2022? ▼
Profit Sharing Plan of Lebovic, Schwimer & Goldberg contracted severely - down 32.5% during 2022, from $6M to $4M. Reported net income was -$2M.
How have Drs. Lebovic, Schwimer & Goldberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Lebovic, Schwimer & Goldberg's sponsor-wide assets grew 27.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan of Lebovic, Schwimer & Goldberg? ▼
Among Profit Sharing plans in other states, the closest by assets is Group H Capital Corporation Profit Sharing Trust in VA ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan of Lebovic, Schwimer & Goldberg? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dme Interests, Inc. Retirement Plan in TX (18 participants, $488K 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 954082760.

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.