Profit Sharing · DOL Form 5500 · 2023

Juanita Lo Ngeo Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
29th
Percentile by assets National rank
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Official DOL plan name: Juanita Lo Ngeo Profit Sharing Retirement Plan · Sponsored by Juanita Lo Ngeo · New York · Healthcare & Social Assistance

$2M in assets, N/A participants

Juanita Lo Ngeo's Juanita Lo Ngeo Profit Sharing Retirement Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,833 in Healthcare & Social Assistance (17,684 peers)

Juanita Lo Ngeo multi-year trail

Juanita Lo Ngeo's plans moved +165.5% in assets from 2022 to 2024; this filing shows Juanita Lo Ngeo Profit Sharing Retirement Plan at $2M / N/A participants.

#4,833
in Healthcare & Social Assistance (17,684 peers)
+60.4%
assets growth YoY

Juanita Lo Ngeo Profit Sharing Retirement Plan among the smaller filed plans by assets

Juanita Lo Ngeo Profit Sharing Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,803,738 29th percentile higher than 29% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Juanita Lo Ngeo Profit Sharing Retirement Plan reported net income rose from -$577K in the plan year 2022 filing to $679K in the plan year 2023 filing.
  • Juanita Lo Ngeo Profit Sharing Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112387447 · Juanita Lo Ngeo PY 2023 · Profit Sharing

Juanita Lo Ngeo Profit Sharing Retirement Plan · $2M · N/A · 29th

  • EBSA $2M
  • PART N/A
  • TYPE 29th
  • NET Profit Sharing
  • BOOK near Rbc Construction Corporation Profit Sharing Retirement Plan
  • VS-ST ind #4833

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 York →

Juanita Lo Ngeo Profit Sharing Retirement Plan in the asset neighbourhood

Juanita Lo Ngeo Profit Sharing Retirement PlanJuanita Lo Ngeo Profit Shari…$2MRbc Construction Corporation Profit Sharing Retirement PlanRbc Construction Corporation…$2MJimmy H. Kemp, Jr. Profit Sharing PlanJimmy H. Kemp, Jr. Profit Sh…$2MJohnson Funeral Home Profit Sharing PlanJohnson Funeral Home Profit …$2MMackey & Gallivan's Healing Waters Lodge of Mt Inc. Retirement PlanMackey & Gallivan's Healing …$2M
End-of-year total assets ($M) among Juanita Lo Ngeo Profit Sharing Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Juanita Lo Ngeo multi-year asset trail

Sponsor-wide plan assets over time

All Juanita Lo Ngeo plans reported in each filing year

Latest sponsor-wide plan assets
$3M 165.49905161474484% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $1.12M $2.99M ▲ +167.0%
Year Plans Participants Total Assets
2022 1 N/A $1M
2023 1 N/A $2M
2024 1 N/A $3M

Juanita Lo Ngeo filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$679K
Employer EIN112387447
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Juanita Lo Ngeo Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Juanita Lo Ngeo Profit Sharing Retirement Plan, Total assets ($B): 0.001803738 · Participants: 0Juanita Lo Ngeo Profit Sharing Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Juanita Lo Ngeo Profit Sharing Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Juanita Lo Ngeo Profit Sharing Retirement Plan side-by-side with 3 peers →

Juanita Lo Ngeo Profit Sharing Retirement Plan's closest out-of-state Profit Sharing peers by assets

Outside New York, the nearest Profit Sharing by end-of-year assets is Rbc Construction Corporation Profit Sharing Retirement Plan in PR at $2M (this filing: $2M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Juanita Lo Ngeo Profit Sharing Retirement Plan assets move in 2023? ▼
Juanita Lo Ngeo Profit Sharing Retirement Plan surged - up 60.4% during 2023, from $1M to $2M. Reported net income was $679K.
How have Juanita Lo Ngeo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Juanita Lo Ngeo's sponsor-wide assets grew 165.5%, from $1M to $3M.
Which Profit Sharing plans are similar in size to Juanita Lo Ngeo Profit Sharing Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rbc Construction Corporation Profit Sharing Retirement Plan in PR ($2M, 6 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112387447.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.