401(k) · DOL Form 5500 · 2023

Lopata, Flegel & Company LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
33
Participants Small participant base
61st
Percentile by assets National rank
$345,672
Avg per participant High balance/head
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Official DOL plan name: Lopata, Flegel & Company LLP 401(k) Plan · Sponsored by Lopata, Flegel & Company LLP · Missouri · Professional & Technical Services

$11M in assets, 33 participants

Lopata, Flegel & Company LLP's Lopata, Flegel & Company LLP 401(k) Plan reported $11M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,259 in Professional & Technical Services (20,321 peers)

Lopata, Flegel & Company LLP multi-year trail

Lopata, Flegel & Company LLP's plans moved +45.6% in assets from 2022 to 2024; this filing shows Lopata, Flegel & Company LLP 401(k) Plan at $11M / 33 participants.

#12,259
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Lopata, Flegel & Company LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lopata, Flegel & Company LLP 401(k) Plan vs every filed plan by assets

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

$11,407,162 Top 39% higher than 61% 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

Lopata, Flegel & Company LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lopata, Flegel & Company LLP 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lopata, Flegel & Company LLP 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lopata, Flegel & Company LLP 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lopata, Flegel & Company LLP 401(k) Plan reported participants rose from 31 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 431552002 · Lopata, Flegel & Company LLP PY 2023 · 401(k)

Lopata, Flegel & Company LLP 401(k) Plan · $11M · 33 · 61st

  • RANK $11M
  • PHOTO 33
  • IND 61st
  • EOY 401(k)
  • 5500 near Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan
  • ASSETS ind #12259

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 Missouri →

Lopata, Flegel & Company LLP 401(k) Plan in the asset neighbourhood

Lopata, Flegel & Company LLP 401(k) PlanLopata, Flegel & Company LLP…$11MRockland Flooring & Quality One Woodwork 401(k) Profit Sharing PlanRockland Flooring & Quality …$11MCincinnati USA Regional Chamber 401(k) PlanCincinnati USA Regional Cham…$11MTarter Gate Company 401(k) PlanTarter Gate Company 401(k) P…$11MCommunity Coordinated Care for Children 401(k) PlanCommunity Coordinated Care f…$11M
End-of-year total assets ($M) among Lopata, Flegel & Company LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lopata, Flegel & Company LLP multi-year asset trail

Sponsor-wide plan assets over time

All Lopata, Flegel & Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$13M 45.63294774402969% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.23M $13.5M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 31 $9M
2023 1 33 $11M
2024 1 32 $13M

Lopata, Flegel & Company LLP filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN431552002
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lopata, Flegel & Company LLP 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Lopata, Flegel & Company LLP 401(k) Plan, Total assets ($B): 0.011407162 · Participants: 33Lopata, Flegel & Company LLP 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Lopata, Flegel & Company LLP 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Lopata, Flegel & Company LLP 401(k) Plan side-by-side with 3 peers →

Lopata, Flegel & Company LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan in MN ($11M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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.

Frequently Asked Questions

How did Lopata, Flegel & Company LLP 401(k) Plan assets move in 2023? ▼
Lopata, Flegel & Company LLP 401(k) Plan grew sharply - up 23.5% during 2023, from $9M to $11M. Reported net income was $2M.
How have Lopata, Flegel & Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lopata, Flegel & Company LLP's sponsor-wide assets grew 45.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Lopata, Flegel & Company LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rockland Flooring & Quality One Woodwork 401(k) Profit Sharing Plan in MN ($11M, 686 participants).
Which 401(k) plans cover a similar participant headcount to Lopata, Flegel & Company LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M in assets).

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 431552002.

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.