Money Purchase · DOL Form 5500 · 2023

Michael Lomenzo Cpa PC Money Purchase Plan

Data updated 2026-08-25

$196K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$196,009
Avg per participant Above avg balance/head
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Official DOL plan name: Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan · Sponsored by Michael Lomenzo Cpa PC · New Jersey · Professional & Technical Services

$196K in assets, 1 participants

Michael Lomenzo Cpa PC's Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan reported $196K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,683 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan holds $196K for 1 participant - about $196,009 per participant, among the smaller plans by assets on file.

#1,683
in Professional & Technical Services (20,321 peers)
+2.7%
assets growth YoY

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan among the smaller filed plans by assets

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan vs every filed plan by assets

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

$196,009 10th percentile higher than 10% 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

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity 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. Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan reported net income rose from -$13K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan end-of-year assets rose from $191K in the plan year 2022 filing to $196K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223346374 · Michael Lomenzo Cpa PC PY 2023 · Money Purchase

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan · $196K · 1 · 10th

  • ASSETS $196K
  • ASSETS 1
  • ASSETS 10th
  • ASSETS Money Purchase
  • ASSETS near North Star Asset Management Money Purchase Pension Plan
  • ASSETS ind #1683

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 Jersey →

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan in the asset neighbourhood

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity PlanMichael Lomenzo Cpa PC Money…$196KNorth Star Asset Management Money Purchase Pension PlanNorth Star Asset Management …$195KRamsey Enterprises Inc Employees' Pension Plan and TrustRamsey Enterprises Inc Emplo…$199KLuis T. Gandia Mantaras Retirement PlanLuis T. Gandia Mantaras Reti…$193KProvisiones San Miguel Retirement PlanProvisiones San Miguel Retir…$192K
End-of-year total assets ($M) among Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$191K
Net Assets (End of Year)$196K
Net Income$5K
Employer EIN223346374
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Lomenzo Cpa PC)

Sponsor-wide plan assets over time

All Michael Lomenzo Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$457K 8.833016490139745% vs 2022
2024 filing year
$0.4M$0.42M$0.44M$0.46M$0.48M 202220232024 $0.42M $0.46M ▲ +9.5%
Year Plans Participants Total Assets
2022 2 2 $420K
2023 2 2 $437K
2024 2 2 $457K

Nearby Money Purchase Plans in New Jersey

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50005001000 Total assets ($M) Participants Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan, Total assets ($M): 0.196009 · Participants: 1Michael Lomenzo Cpa PC Money Purchase Plan Fidelity PlanLocal 68 Engineers Union Annuity Plan, Total assets ($M): 919.004157 · Participants: 5196Local 68 Engineers Union Annuity PlanNysa-Ila Money Purchase Pension Fund and Plan, Total assets ($M): 787.160185 · Participants: 4634Nysa-Ila Money Purchase Pension Fund and PlanEducational Testing Service 401(a) Retirement Plan, Total assets ($M): 577.237524 · Participants: 3310Educational Testing Service 401(a) Retirement PlanIronworkers Local 11 Annuity Fund, Total assets ($M): 375.482782 · Participants: 1159Ironworkers Local 11 Annuity FundPlumbers & Pipefitters Local 9 Surety Plan, Total assets ($M): 287.464744 · Participants: 2179Plumbers & Pipefitters Local 9 Surety Plan
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan vs. nearby Money Purchase plans in New Jersey, assets vs. participants
Compare Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan side-by-side with 3 peers →

Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Jersey, the nearest Money Purchase by assets is North Star Asset Management Money Purchase Pension Plan in MA ($195K); by covered participants it is Lmr Retirement Plan in PR (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 Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan assets move in 2023? ▼
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan edged up modestly - up 2.7% during 2023, from $191K to $196K. Reported net income was $5K.
How have Michael Lomenzo Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Lomenzo Cpa PC's sponsor-wide assets grew 8.8%, from $420K to $457K.
Where does Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan rank by assets among Form 5500 filers? ▼
Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan ranks in the 10th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is North Star Asset Management Money Purchase Pension Plan in MA ($195K, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Michael Lomenzo Cpa PC Money Purchase Plan Fidelity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 223346374.

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.