401(k) · DOL Form 5500 · 2023

Jeong & Lizardi, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
32nd
Percentile by assets National rank
$221,500
Avg per participant Above avg balance/head
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Official DOL plan name: Jeong & Lizardi, P.C. 401(k) Plan · Sponsored by Jeong & Lizardi, P.C. · Arizona · Professional & Technical Services

$2M in assets, 10 participants

Jeong & Lizardi, P.C.'s Jeong & Lizardi, P.C. 401(k) Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,646 in Professional & Technical Services (20,321 peers)

Jeong & Lizardi, P.C. multi-year trail

Jeong & Lizardi, P.C.'s plans moved -46.4% in assets from 2022 to 2024; this filing shows Jeong & Lizardi, P.C. 401(k) Plan at $2M / 10 participants.

#5,646
in Professional & Technical Services (20,321 peers)
+4.0%
assets growth YoY

Jeong & Lizardi, P.C. 401(k) Plan among the smaller filed plans by assets

Jeong & Lizardi, P.C. 401(k) Plan vs every filed plan by assets

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

$2,215,000 32nd percentile higher than 32% 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

Jeong & Lizardi, P.C. 401(k) 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. Jeong & Lizardi, P.C. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jeong & Lizardi, P.C. 401(k) Plan reported net income rose from -$37K in the plan year 2022 filing to $85K in the plan year 2023 filing.
  • Jeong & Lizardi, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860434407 · Jeong & Lizardi, P.C. PY 2023 · 401(k)

Jeong & Lizardi, P.C. 401(k) Plan · $2M · 10 · 32nd

  • TYPE $2M
  • TYPE 10
  • TYPE 32nd
  • TYPE 401(k)
  • TYPE near Window World of Baton Rouge 401(k) Plan
  • TYPE ind #5646

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 Arizona →

Jeong & Lizardi, P.C. 401(k) Plan in the asset neighbourhood

Jeong & Lizardi, P.C. 401(k) PlanJeong & Lizardi, P.C. 401(k)…$2MLower Columbia Community Action Council 401(k) PlanLower Columbia Community Act…$2MKelley Health Holdings, Inc. 401(k) PlanKelley Health Holdings, Inc.…$2MWindow World of Baton Rouge 401(k) PlanWindow World of Baton Rouge …$2MMachinery West, Inc. Profit Sharing 401(k) PlanMachinery West, Inc. Profit …$2M
End-of-year total assets ($M) among Jeong & Lizardi, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Jeong & Lizardi, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jeong & Lizardi, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 46.41953407433042% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $2.13M $1.14M ▼ -46.5%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 7 $1M

Jeong & Lizardi, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$85K
Employer EIN860434407
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Jeong & Lizardi, P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Jeong & Lizardi, P.C. 401(k) Plan, Total assets ($B): 0.002215 · Participants: 10Jeong & Lizardi, P.C. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Jeong & Lizardi, P.C. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Jeong & Lizardi, P.C. 401(k) Plan side-by-side with 3 peers →

Jeong & Lizardi, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Window World of Baton Rouge 401(k) Plan in LA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Jeong & Lizardi, P.C. 401(k) Plan assets move in 2023? ▼
Jeong & Lizardi, P.C. 401(k) Plan edged up modestly - up 4.0% during 2023, from $2M to $2M. Reported net income was $85K.
How have Jeong & Lizardi, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeong & Lizardi, P.C.'s sponsor-wide assets declined 46.4%, from $2M to $1M.
Which 401(k) plans are similar in size to Jeong & Lizardi, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Window World of Baton Rouge 401(k) Plan in LA ($2M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Jeong & Lizardi, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 860434407.

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.