Profit Sharing · DOL Form 5500 · 2023

Ardis & Lehn Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Ardis & Lehn Profit Sharing Plan · Sponsored by Ardis & Lehn · California · Professional & Technical Services

$2M in assets, 1 participants

Ardis & Lehn's Ardis & Lehn Profit Sharing Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,703 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Ardis & Lehn Profit Sharing Plan holds $2M for 1 participant - about $2.3M per participant, in the lower half of filed plans by assets.

#5,703
in Professional & Technical Services (20,321 peers)
-3.8%
assets change YoY

The plan reported a net loss of $89K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ardis & Lehn Profit Sharing Plan among the smaller filed plans by assets

Ardis & Lehn Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,258,020 32nd percentile higher than 32% of 127,068 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 2023

Ardis & Lehn Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ardis & Lehn Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ardis & Lehn Profit Sharing Plan reported net income rose from -$206K in the plan year 2022 filing to -$89K in the plan year 2023 filing.
  • Ardis & Lehn Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952760224 · Ardis & Lehn PY 2023 · Profit Sharing

Ardis & Lehn Profit Sharing Plan · $2M · 1 · 32nd

  • NET $2M
  • NET 1
  • NET 32nd
  • NET Profit Sharing
  • NET near Saratoga Homes Profit Sharing Plan & Trust
  • NET ind #5703

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 California →

Ardis & Lehn Profit Sharing Plan in the asset neighbourhood

Ardis & Lehn Profit Sharing PlanArdis & Lehn Profit Sharing …$2MSaratoga Homes Profit Sharing Plan & TrustSaratoga Homes Profit Sharin…$2MHaley's Pond Manufacturing, Inc. Profit Sharing PlanHaley's Pond Manufacturing, …$2MMartin Cement Company 401(k) and Profit Sharing TrustMartin Cement Company 401(k)…$2MLuis a. Segarra Financial & Insurance Services Profit Sharing PlanLuis a. Segarra Financial & …$2M
End-of-year total assets ($M) among Ardis & Lehn Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$89K
Employer EIN952760224
Plan Effective Date1974-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Ardis & Lehn)

Sponsor-wide plan assets over time

All Ardis & Lehn plans reported in each filing year

Latest sponsor-wide plan assets
$2M 5.834517686914853% vs 2022
2024 filing year
$2.15M$2.2M$2.25M$2.3M$2.35M$2.4M 202220232024 $2.35M $2.21M ▼ -6.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Nearby Profit Sharing Plans in California

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

Ardis & Lehn Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Ardis & Lehn Profit Sharing Plan, Total assets ($B): 0.00225802 · Participants: 1Ardis & Lehn Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Ardis & Lehn Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Ardis & Lehn Profit Sharing Plan side-by-side with 3 peers →

Ardis & Lehn Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Saratoga Homes Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ardis & Lehn Profit Sharing Plan assets move in 2023? ▼
Ardis & Lehn Profit Sharing Plan edged down modestly - down 3.8% during 2023, from $2M to $2M. Reported net income was -$89K.
How have Ardis & Lehn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ardis & Lehn's sponsor-wide assets declined 5.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Ardis & Lehn Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Saratoga Homes Profit Sharing Plan & Trust in TX ($2M, 95 participants).
Which Profit Sharing plans cover a similar participant headcount to Ardis & Lehn Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952760224.

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.