Profit Sharing · DOL Form 5500 · 2023

Michael Lomenzo, Cpa, P.C. Profit Sharing Plan

Data updated 2026-08-25

$241K
Total assets Small plan by assets
1
Participants Small participant base
12th
Percentile by assets National rank
$240,609
Avg per participant Above avg balance/head
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Official DOL plan name: Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity · Sponsored by Michael Lomenzo, Cpa, P.C. · New Jersey · Professional & Technical Services

$241K in assets, 1 participants

Michael Lomenzo, Cpa, P.C.'s Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity reported $241K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,888 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity holds $241K for 1 participant - about $240,609 per participant, among the smaller plans by assets on file.

#1,888
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY

Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity among the smaller filed plans by assets

Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity vs every filed plan by assets

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

$240,609 12th percentile higher than 12% 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 Profit Sharing Plan -Fidelity 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 Profit Sharing Plan -Fidelity 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 Profit Sharing Plan -Fidelity reported net income rose from -$17K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity end-of-year assets rose from $229K in the plan year 2022 filing to $241K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223346374 · Michael Lomenzo, Cpa, P.C. PY 2023 · Profit Sharing

Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity · $241K · 1 · 12th

  • BOOK $241K
  • BOOK 1
  • BOOK 12th
  • BOOK Profit Sharing
  • BOOK near Charklcn Corp. Retirement Plan
  • BOOK ind #1888

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 Profit Sharing Plan -Fidelity in the asset neighbourhood

Michael Lomenzo Cpa PC Profit Sharing Plan -FidelityMichael Lomenzo Cpa PC Profi…$241KCharklcn Corp. Retirement PlanCharklcn Corp. Retirement Pl…$241KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$241KEkj Freedom Inc. Retirement PlanEkj Freedom Inc. Retirement …$241KAnderson Hoop Dreams, Inc. Retirement PlanAnderson Hoop Dreams, Inc. R…$241K
End-of-year total assets ($M) among Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$229K
Net Assets (End of Year)$241K
Net Income$12K
Employer EIN223346374
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Michael Lomenzo, Cpa, P.C.)

Sponsor-wide plan assets over time

All Michael Lomenzo, Cpa, P.C. 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 Profit Sharing Plans in New Jersey

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

Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity, Total assets ($B): 0.000240609 · Participants: 1Michael Lomenzo Cpa PC Profit Sharing Plan -FidelityErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity side-by-side with 3 peers →

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

Outside New Jersey, the nearest Profit Sharing by assets is Charklcn Corp. Retirement Plan in MI ($241K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($241K here).

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 Profit Sharing Plan -Fidelity assets move in 2023? ▼
Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity grew at a solid clip - up 5.1% during 2023, from $229K to $241K. Reported net income was $12K.
How have Michael Lomenzo, Cpa, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael Lomenzo, Cpa, P.C.'s sponsor-wide assets grew 8.8%, from $420K to $457K.
Where does Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity rank by assets among Form 5500 filers? ▼
Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity ranks in the 12th 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 Profit Sharing plans are similar in size to Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity? ▼
Among Profit Sharing plans in other states, the closest by assets is Charklcn Corp. Retirement Plan in MI ($241K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Michael Lomenzo Cpa PC Profit Sharing Plan -Fidelity? ▼
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 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.