Profit Sharing · DOL Form 5500 · 2022
Lou Grasso Associates Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $674,928
- Avg per participant High balance/head
Official DOL plan name: Lou Grasso Associates P/S Plan · Sponsored by Lou Grasso Associates · New York · Professional & Technical Services
$2M in assets, 3 participants
Lou Grasso Associates's Lou Grasso Associates P/S Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,591 in Professional & Technical Services (21,562 peers)
Lou Grasso Associates multi-year trail
Lou Grasso Associates's plans moved +56.2% in assets from 2022 to 2024; this filing shows Lou Grasso Associates P/S Plan at $2M / 3 participants.
- #6,591
- in Professional & Technical Services (21,562 peers)
- -2.7%
- assets change YoY
The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lou Grasso Associates P/S Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lou Grasso Associates P/S Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,024,785 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lou Grasso Associates P/S Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lou Grasso Associates P/S Plan is a micro filing (3 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 133004624 · Lou Grasso Associates PY 2022 · Profit Sharing
Lou Grasso Associates P/S Plan · $2M · 3 · 34th
- EBSA $2M
- EBSA 3
- EBSA 34th
- EBSA Profit Sharing
- EBSA near Boulder Oral & Maxillofacial Surgery Profit Sharing Plan
- EBSA ind #6591
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 →
Lou Grasso Associates P/S Plan in the asset neighbourhood
Lou Grasso Associates multi-year asset trail
Sponsor-wide plan assets over time
All Lou Grasso Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 56.208486333116845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 4 | $3M |
Lou Grasso Associates filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$56K |
| Employer EIN | 133004624 |
| Plan Effective Date | 1979-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Lou Grasso Associates P/S Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Boulder Oral & Maxillofacial Surgery Profit Sharing Plan in CA ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.