Profit Sharing · DOL Form 5500 · 2023
Lachman & Gorton Profit Sharing Plan
Data updated 2026-08-11
- $4M
- Total assets
- 7
- Participants
- 41st
- Percentile by assets
- $602,167
- Avg per participant
Official DOL plan name: Lachman & Gorton 401(k) Profit Sharing Plan · Sponsored by Lachman & Gorton · New York · Professional & Technical Services
$4M in assets, 7 participants
Lachman & Gorton's Lachman & Gorton 401(k) Profit Sharing Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- 41st percentile by assets (of 127,072 plans)
- #7,859 in Professional & Technical Services (20,321 peers)
Lachman & Gorton multi-year trail
Lachman & Gorton's plans moved +20.3% in assets from 2022 to 2024; this filing shows Lachman & Gorton 401(k) Profit Sharing Plan at $4M / 7 participants.
- $4M
- total plan assets (2023 EOY)
- 7
- covered participants
- 41st
- percentile by assets (of 127,072 plans)
- $602,167
- avg assets per participant
Where Lachman & Gorton 401(k) Profit Sharing Plan sits by total assets
Lachman & Gorton 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,215,171 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lachman & Gorton 401(k) Profit Sharing Plan reported net income rose from -$130K in the plan year 2022 filing to $313K in the plan year 2023 filing.
- Lachman & Gorton 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Lachman & Gorton across 3 plan years on file
Across the 3 plan years Lachman & Gorton has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $5M, a gain of 20.3%, while reported participants moved from 7 to 7 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($4M).
Lachman & Gorton multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $4M |
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 7 | $5M |
Lachman & Gorton filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $313K |
| Employer EIN | 161313010 |
| Plan Effective Date | 1969-01-01 |
| 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 $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lachman & Gorton 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Lachman & Gorton 401(k) Profit Sharing Plan assets move in 2023? ▼
How have Lachman & Gorton plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Lachman & Gorton 401(k) Profit Sharing Plan? ▼
Next read for Lachman & Gorton 401(k) Profit Sharing P…
Multi-year trail
Ways to act on Lachman & Gorton 401(k) Profit Sharing Plan's numbers.
- By total assets, Lachman & Gorton 401(k) Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Lachman & Gorton's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans