Profit Sharing · DOL Form 5500 · 2023

Lipparelli & Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$522,986
Avg per participant High balance/head
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Official DOL plan name: Lipparelli & Associates, Inc. Profit Sharing Plan · Sponsored by Lipparelli & Associates, Inc. · Nevada · Finance & Insurance

$3M in assets, 6 participants

Lipparelli & Associates, Inc.'s Lipparelli & Associates, Inc. Profit Sharing Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,237 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Lipparelli & Associates, Inc. Profit Sharing Plan holds $3M for 6 participants - about $522,986 per participant, in the lower half of filed plans by assets.

#2,237
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY

Lipparelli & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Lipparelli & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,137,918 36th percentile higher than 36% 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

Lipparelli & Associates, Inc. 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. Lipparelli & Associates, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lipparelli & Associates, Inc. Profit Sharing Plan reported net income rose from $125K in the plan year 2022 filing to $163K in the plan year 2023 filing.
  • Lipparelli & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 880153059 · Lipparelli & Associates, Inc. PY 2023 · Profit Sharing

Lipparelli & Associates, Inc. Profit Sharing Plan · $3M · 6 · 36th

  • PART $3M
  • PART 6
  • PART 36th
  • PART Profit Sharing
  • PART near Ballard Oil Company Inc Profit Sharing Plan
  • PART ind #2237

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 Finance & Insurance retirement plans → · Plans in Nevada →

Lipparelli & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Lipparelli & Associates, Inc. Profit Sharing PlanLipparelli & Associates, Inc…$3MBallard Oil Company Inc Profit Sharing PlanBallard Oil Company Inc Prof…$3MAu 74-1810474 P001 199812 Sc07 Modern Equipment IncAu 74-1810474 P001 199812 Sc…$3MTriple Crown Realty, Inc. Profit Sharing PlanTriple Crown Realty, Inc. Pr…$3MOrkistrate, Inc. Retirement PlanOrkistrate, Inc. Retirement …$3M
End-of-year total assets ($M) among Lipparelli & Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$163K
Employer EIN880153059
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lipparelli & Associates, Inc.)

Sponsor-wide plan assets over time

All Lipparelli & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 2.9097832082437134% vs 2022
2024 filing year
$2.95M$3M$3.05M$3.1M$3.15M$3.2M 202220232024 $2.98M $3.06M ▲ +2.7%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $3M
2024 1 6 $3M

Nearby Profit Sharing Plans in Nevada

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

Lipparelli & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Lipparelli & Associates, Inc. Profit Sharing Plan, Total assets ($M): 3.137918 · Participants: 6Lipparelli & Associates, Inc. Profit Sharing PlanI.B.E.W. Local Union No 357 Pension Trust Fund, Plan B, Total assets ($M): 481.18297 · Participants: 4139I.B.E.W. Local Union No 357 Pension Trust Fund, Plan BCement Masons and Plasterers Joint Pension Plan, Total assets ($M): 86.302484 · Participants: 677Cement Masons and Plasterers Joint Pension PlanMarina Plon, M.D. Profit Sharing Plan & Trust, Total assets ($M): 36.427545 · Participants: 1Marina Plon, M.D. Profit Sharing Plan & TrustBricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan, Total assets ($M): 28.344033 · Participants: 855Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension PlanConstruction Industry and Laborers Defined Contribution Pension Plan, Total assets ($M): 26.118827 · Participants: 2713Construction Industry and Laborers Defined Contribution Pension Plan
Lipparelli & Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Nevada, assets vs. participants
Compare Lipparelli & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lipparelli & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Nevada, the nearest Profit Sharing by assets is Ballard Oil Company Inc Profit Sharing Plan in WA ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); 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 Lipparelli & Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Lipparelli & Associates, Inc. Profit Sharing Plan grew at a solid clip - up 5.5% during 2023, from $3M to $3M. Reported net income was $163K.
How have Lipparelli & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lipparelli & Associates, Inc.'s sponsor-wide assets grew 2.9%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Lipparelli & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ballard Oil Company Inc Profit Sharing Plan in WA ($3M, 12 participants).
Which Profit Sharing plans cover a similar participant headcount to Lipparelli & Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 880153059.

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.