401(k) · DOL Form 5500 · 2023

Richard J Lynne Cpa P C 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
27th
Percentile by assets National rank
$352,059
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust · Sponsored by Richard J Lynne Cpa P C · New York · Professional & Technical Services

$1M in assets, 4 participants

Richard J Lynne Cpa P C's Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,519 in Professional & Technical Services (20,321 peers)

Richard J Lynne Cpa P C multi-year trail

Richard J Lynne Cpa P C's plans moved +47.4% in assets from 2022 to 2024; this filing shows Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust at $1M / 4 participants.

#4,519
in Professional & Technical Services (20,321 peers)
+23.7%
assets growth YoY

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,408,236 27th percentile higher than 27% 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

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust reported net income rose from -$137K in the plan year 2022 filing to $269K in the plan year 2023 filing.
  • Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113123716 · Richard J Lynne Cpa P C PY 2023 · 401(k)

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust · $1M · 4 · 27th

  • PHOTO $1M
  • PHOTO 4
  • PHOTO 27th
  • PHOTO 401(k)
  • PHOTO near Crown Fence Co. 401(k) Profit Sharing Plan
  • PHOTO ind #4519

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 York →

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & TrustRichard J Lynne Cpa P C 401(…$1MCrown Fence Co. 401(k) Profit Sharing PlanCrown Fence Co. 401(k) Profi…$1MAcme Foundry, Inc. 401(k) PlanAcme Foundry, Inc. 401(k) Pl…$1MRrw, PC 401(k) Profit Sharing PlanRrw, PC 401(k) Profit Sharin…$1MNami Keystone Pennsylvania 401(k) PlanNami Keystone Pennsylvania 4…$1M
End-of-year total assets ($M) among Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Richard J Lynne Cpa P C multi-year asset trail

Sponsor-wide plan assets over time

All Richard J Lynne Cpa P C plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.388876546473% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.14M $1.68M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Richard J Lynne Cpa P C filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$269K
Employer EIN113123716
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001408236 · Participants: 4Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Crown Fence Co. 401(k) Profit Sharing Plan in CA ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust grew sharply - up 23.7% during 2023, from $1M to $1M. Reported net income was $269K.
How have Richard J Lynne Cpa P C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard J Lynne Cpa P C's sponsor-wide assets grew 47.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crown Fence Co. 401(k) Profit Sharing Plan in CA ($1M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A 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 113123716.

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.