Profit Sharing · DOL Form 5500 · 2023
Costanzo & Lazzaro P.L.L. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $467,617
- Avg per participant High balance/head
Official DOL plan name: Costanzo & Lazzaro Vip Profit Sharing Plan · Sponsored by Costanzo & Lazzaro P.L.L. · Ohio · Professional & Technical Services
$1M in assets, 3 participants
Costanzo & Lazzaro P.L.L.'s Costanzo & Lazzaro Vip Profit Sharing Plan reported $1M in total assets and 3 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.
- #4,507 in Professional & Technical Services (20,321 peers)
Costanzo & Lazzaro P.L.L. multi-year trail
Costanzo & Lazzaro P.L.L.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Costanzo & Lazzaro Vip Profit Sharing Plan at $1M / 3 participants.
- #4,507
- in Professional & Technical Services (20,321 peers)
- +20.6%
- assets growth YoY
Costanzo & Lazzaro Vip Profit Sharing Plan among the smaller filed plans by assets
Costanzo & Lazzaro Vip Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,402,852 27th percentile higher than 27% 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
Costanzo & Lazzaro Vip Profit Sharing 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. Costanzo & Lazzaro Vip Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Costanzo & Lazzaro Vip Profit Sharing Plan reported net income rose from -$31K in the plan year 2022 filing to $240K in the plan year 2023 filing.
- Costanzo & Lazzaro Vip Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 341269224 · Costanzo & Lazzaro P.L.L. PY 2023 · Profit Sharing
Costanzo & Lazzaro Vip Profit Sharing Plan · $1M · 3 · 27th
- RANK $1M
- PHOTO 3
- IND 27th
- EOY Profit Sharing
- 5500 near Camp War Eagle, Inc. Profit Sharing Plan
- ASSETS ind #4507
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 Ohio →
Costanzo & Lazzaro Vip Profit Sharing Plan in the asset neighbourhood
Costanzo & Lazzaro P.L.L. multi-year asset trail
Sponsor-wide plan assets over time
All Costanzo & Lazzaro P.L.L. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 46.2654804252103% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $2M |
Costanzo & Lazzaro P.L.L. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $240K |
| Employer EIN | 341269224 |
| Plan Effective Date | 1984-12-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Costanzo & Lazzaro Vip Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Camp War Eagle, Inc. Profit Sharing Plan in TX ($1M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 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 (3 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.