Profit Sharing · DOL Form 5500 · 2023
Harvey Lipsitz Company, LLC Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Basic Profit Sharing Plan · Sponsored by Harvey Lipsitz Company, LLC · Pennsylvania · Wholesale Trade
$6M in assets, 5 participants
Harvey Lipsitz Company, LLC's Basic Profit Sharing Plan reported $6M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #2,301 in Wholesale Trade (6,309 peers)
2023 asset change
Basic Profit Sharing Plan grew sharply 18.5% in 2023 ($5M → $6M) for 5 participants.
- #2,301
- in Wholesale Trade (6,309 peers)
- +18.5%
- assets growth YoY
Basic Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers
Basic Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,761,601 47th percentile higher than 47% 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
Basic 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. Basic Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Basic Profit Sharing Plan reported net income rose from -$552K in the plan year 2022 filing to $899K in the plan year 2023 filing.
- Basic Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 251371099 · Harvey Lipsitz Company, LLC PY 2023 · Profit Sharing
Basic Profit Sharing Plan · $6M · 5 · 47th
- ASSETS $6M
- PCT 5
- EIN 47th
- RANK Profit Sharing
- PHOTO near Jones & Cleary Roofing Co., Inc. Employees' Profit Sharing Plan
- IND ind #2301
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 Wholesale Trade retirement plans → · Plans in Pennsylvania →
Basic Profit Sharing Plan in the asset neighbourhood
Harvey Lipsitz Company, LLC years around the 2023 move
Sponsor-wide plan assets over time
All Harvey Lipsitz Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $5M |
| 2023 | 1 | 5 | $6M |
| 2024 | 1 | 5 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $899K |
| Employer EIN | 251371099 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Basic Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Jones & Cleary Roofing Co., Inc. Employees' Profit Sharing Plan in IL ($6M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Salon Passion Inc. Retirement Plan (GA) 5 · 0 off
- William D. Zigrang, M.D., Profit Sharing Plan (CA) 5 · 0 off
- Bcr and Co Profit Sharing Plan (CA) 5 · 0 off
- Taylor Legacy, Inc. Retirement Plan (AL) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.