Profit Sharing · DOL Form 5500 · 2023
Stephen F Lawandales Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: Stephen F Lawandales Profit Sharing Plan · Sponsored by Stephen F Lawandales · Georgia · Finance & Insurance
$4M in assets, 2 participants
Stephen F Lawandales's Stephen F Lawandales Profit Sharing Plan reported $4M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,462 in Finance & Insurance (8,869 peers)
Stephen F Lawandales multi-year trail
Stephen F Lawandales's plans moved +85.3% in assets from 2022 to 2024; this filing shows Stephen F Lawandales Profit Sharing Plan at $4M / 2 participants.
- #2,462
- in Finance & Insurance (8,869 peers)
- +44.0%
- assets growth YoY
Stephen F Lawandales Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Stephen F Lawandales Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,821,118 39th percentile higher than 39% 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
Stephen F Lawandales 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. Stephen F Lawandales Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stephen F Lawandales Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Stephen F Lawandales Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 582283952 · Stephen F Lawandales PY 2023 · Profit Sharing
Stephen F Lawandales Profit Sharing Plan · $4M · 2 · 39th
- 5500 $4M
- ASSETS 2
- PCT 39th
- EIN Profit Sharing
- RANK near Wpg Employee Profit Sharing Plan
- PHOTO ind #2462
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 Finance & Insurance retirement plans → · Plans in Georgia →
Stephen F Lawandales Profit Sharing Plan in the asset neighbourhood
Stephen F Lawandales multi-year asset trail
Sponsor-wide plan assets over time
All Stephen F Lawandales plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 85.33615555958349% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $4M |
| 2024 | 1 | 2 | $5M |
Stephen F Lawandales filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 582283952 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.9B · 18,725
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.4B · 20,830
- The Emory Clinic, Inc. Retirement Savings Plan $875M · 2,588
- Childrens Healthcare of Atlanta Growth Plan $344M · 12,194
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $181M · 2,508
Stephen F Lawandales Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Georgia, the nearest Profit Sharing by assets is Wpg Employee Profit Sharing Plan in NY ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Wpg Employee Profit Sharing Plan (NY) $4M · 4
- Dominy, Ford & Associates, Inc. Profit Sharing Plan (TX) $4M · 1
- Co-Op 401(k) Plan (MT) $4M · 101
- Research for Action 403(b) Plan (PA) $4M · 33
Similar participant headcount
Nearest other-state filings by covered participants (2 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.