Profit Sharing · DOL Form 5500 · 2023
Louis Bellotti Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti · Sponsored by Louis Bellotti · New Jersey · Healthcare & Social Assistance
$4M in assets, 3 participants
Louis Bellotti's Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,550 in Healthcare & Social Assistance (17,684 peers)
Louis Bellotti multi-year trail
Louis Bellotti's plans moved +55.8% in assets from 2022 to 2024; this filing shows Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti at $4M / 3 participants.
- #7,550
- in Healthcare & Social Assistance (17,684 peers)
- +25.2%
- assets growth YoY
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,973,455 40th percentile higher than 40% 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
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti reported net income rose from -$134K in the plan year 2022 filing to $801K in the plan year 2023 filing.
- Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 222270984 · Louis Bellotti PY 2023 · Profit Sharing
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti · $4M · 3 · 40th
- NET $4M
- NET 3
- NET 40th
- NET Profit Sharing
- NET near Macon-Bibb County Eoc, Inc. Profit Sharing Plan
- NET ind #7550
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in the asset neighbourhood
Louis Bellotti multi-year asset trail
Sponsor-wide plan assets over time
All Louis Bellotti plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 55.82121748514831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $5M |
Louis Bellotti filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $801K |
| Employer EIN | 222270984 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Macon-Bibb County Eoc, Inc. Profit Sharing Plan in GA ($4M); 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 ($4M 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.