401(k) · DOL Form 5500 · 2023

Steven L. Lopata, Cpa Ltd 401(k) Plan

Data updated 2026-08-25

$810K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$809,527
Avg per participant High balance/head
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Official DOL plan name: Self-Employed 401(k) for Steven L. Lopata · Sponsored by Steven L. Lopata, Cpa Ltd · Illinois · Professional & Technical Services

$810K in assets, 1 participants

Steven L. Lopata, Cpa Ltd's Self-Employed 401(k) for Steven L. Lopata reported $810K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,441 in Professional & Technical Services (20,321 peers)

Steven L. Lopata, Cpa Ltd multi-year trail

Steven L. Lopata, Cpa Ltd's plans moved +29.5% in assets from 2022 to 2023; this filing shows Self-Employed 401(k) for Steven L. Lopata at $810K / 1 participant.

#3,441
in Professional & Technical Services (20,321 peers)
+29.5%
assets growth YoY

Self-Employed 401(k) for Steven L. Lopata among the smaller filed plans by assets

Self-Employed 401(k) for Steven L. Lopata vs every filed plan by assets

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

$809,527 22nd percentile higher than 22% 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

Self-Employed 401(k) for Steven L. Lopata among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self-Employed 401(k) for Steven L. Lopata is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Self-Employed 401(k) for Steven L. Lopata reported net income rose from -$258K in the plan year 2022 filing to $184K in the plan year 2023 filing.
  • Self-Employed 401(k) for Steven L. Lopata end-of-year assets rose from $625K in the plan year 2022 filing to $810K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200397855 · Steven L. Lopata, Cpa Ltd PY 2023 · 401(k)

Self-Employed 401(k) for Steven L. Lopata · $810K · 1 · 22nd

  • EBSA $810K
  • EBSA 1
  • EBSA 22nd
  • EBSA 401(k)
  • EBSA near Ramapo Ice Rinks 401(k) Plan
  • EBSA ind #3441

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 Illinois →

Self-Employed 401(k) for Steven L. Lopata in the asset neighbourhood

Self-Employed 401(k) for Steven L. LopataSelf-Employed 401(k) for Ste…$810KRamapo Ice Rinks 401(k) Plan$809KAll Care Sweeping 401(k) Plan$810KCopper Scroll, Inc. 401(k) PlanCopper Scroll, Inc. 401(k) P…$810KMcgee Logistics Inc. 401(k) PlanMcgee Logistics Inc. 401(k) …$809K
End-of-year total assets ($M) among Self-Employed 401(k) for Steven L. Lopata and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Steven L. Lopata, Cpa Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Steven L. Lopata, Cpa Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$810K 29.455139173625618% vs 2022
2023 filing year
$0.6M$0.7M$0.8M$0.9M 20222023 $0.63M $0.81M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1 $625K
2023 1 1 $810K

Steven L. Lopata, Cpa Ltd filing trail (2023)

Total Assets (Beginning of Year)$625K
Net Assets (End of Year)$810K
Net Income$184K
Employer EIN200397855
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Self-Employed 401(k) for Steven L. Lopata vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Self-Employed 401(k) for Steven L. Lopata, Total assets ($B): 0.000809527 · Participants: 1Self-Employed 401(k) for Steven L. LopataAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Self-Employed 401(k) for Steven L. Lopata vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Self-Employed 401(k) for Steven L. Lopata side-by-side with 3 peers →

Self-Employed 401(k) for Steven L. Lopata's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ramapo Ice Rinks 401(k) Plan in NY ($809K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($810K 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 Self-Employed 401(k) for Steven L. Lopata assets move in 2023? ▼
Self-Employed 401(k) for Steven L. Lopata grew sharply - up 29.5% during 2023, from $625K to $810K. Reported net income was $184K.
How have Steven L. Lopata, Cpa Ltd plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Steven L. Lopata, Cpa Ltd's sponsor-wide assets grew 29.5%, from $625K to $810K.
Where does Self-Employed 401(k) for Steven L. Lopata rank by assets among Form 5500 filers? ▼
Self-Employed 401(k) for Steven L. Lopata ranks in the 22nd 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 401(k) plans are similar in size to Self-Employed 401(k) for Steven L. Lopata? ▼
Among 401(k) plans in other states, the closest by assets is Ramapo Ice Rinks 401(k) Plan in NY ($809K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Self-Employed 401(k) for Steven L. Lopata? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 200397855.

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.