Profit Sharing · DOL Form 5500 · 2023
Lombardi & Lombardi, P.a. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 23
- Participants
- 73rd
- Percentile by assets
- $910,664
- Avg per participant
Official DOL plan name: Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust · Sponsored by Lombardi & Lombardi, P.a. · New Jersey · Professional & Technical Services
$21M in assets, 23 participants
Lombardi & Lombardi, P.a.'s Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust reported $21M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #14,923 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust holds $21M for 23 participants - about $910,664 per participant, above the median plan by assets.
- $21M
- total plan assets (2023 EOY)
- 23
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $910,664
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust reported net income rose from -$208K in the plan year 2022 filing to $520K in the plan year 2023 filing.
- Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Profit Sharing filing for Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust
Profit Sharing filing for plan year 2023: EIN 222369867 ; effective since 1983-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $520K |
| Employer EIN | 222369867 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lombardi & Lombardi, P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $20M |
| 2023 | 1 | 23 | $21M |
| 2024 | 1 | 23 | $22M |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust assets move in 2023? ▼
How have Lombardi & Lombardi, P.a. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust? ▼
Next read for Lombardi & Lombardi, P.a. Profit Sharing…
Filing takeaways
Ways to act on Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust's numbers.
- By total assets, Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Lombardi & Lombardi, P.a.'s sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans