Profit Sharing · DOL Form 5500 · 2023

Custodio Lim Md Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
36th
Percentile by assets National rank
$507,185
Avg per participant High balance/head
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Official DOL plan name: Custodio Lim Profit Sharing Plan · Sponsored by Custodio Lim Md · Indiana · Healthcare & Social Assistance

$3M in assets, 6 participants

Custodio Lim Md's Custodio Lim Profit Sharing Plan reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,544 in Healthcare & Social Assistance (17,684 peers)

Custodio Lim Md multi-year trail

Custodio Lim Md's plans moved +28.3% in assets from 2022 to 2024; this filing shows Custodio Lim Profit Sharing Plan at $3M / 6 participants.

#6,544
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY

Custodio Lim Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Custodio Lim Profit Sharing Plan vs every filed plan by assets

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

$3,043,108 36th percentile higher than 36% 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

Custodio Lim 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. Custodio Lim Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Custodio Lim Profit Sharing Plan reported net income rose from -$683K in the plan year 2022 filing to $496K in the plan year 2023 filing.
  • Custodio Lim Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351719730 · Custodio Lim Md PY 2023 · Profit Sharing

Custodio Lim Profit Sharing Plan · $3M · 6 · 36th

  • PCT $3M
  • PCT 6
  • PCT 36th
  • PCT Profit Sharing
  • PCT near Runnymede Capital Management, Inc. Profit Sharing Plan
  • PCT ind #6544

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 Indiana →

Custodio Lim Profit Sharing Plan in the asset neighbourhood

Custodio Lim Profit Sharing PlanCustodio Lim Profit Sharing …$3MRunnymede Capital Management, Inc. Profit Sharing PlanRunnymede Capital Management…$3MPrototypes Defined Contribution Retirement PlanPrototypes Defined Contribut…$3MJ.B. Frost, M.D. 401(k) Plan$3MSouthern Kentucky Pie, Inc. Profit Sharing PlanSouthern Kentucky Pie, Inc. …$3M
End-of-year total assets ($M) among Custodio Lim Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Custodio Lim Md multi-year asset trail

Sponsor-wide plan assets over time

All Custodio Lim Md plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.262048857231903% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.55M $3.27M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 6 $3M
2023 1 6 $3M
2024 1 5 $3M

Custodio Lim Md filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$496K
Employer EIN351719730
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

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

Custodio Lim Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Custodio Lim Profit Sharing Plan, Total assets ($B): 0.003043108 · Participants: 6Custodio Lim Profit Sharing PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Custodio Lim Profit Sharing Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Custodio Lim Profit Sharing Plan side-by-side with 3 peers →

Custodio Lim Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Runnymede Capital Management, Inc. Profit Sharing Plan in NJ ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Custodio Lim Profit Sharing Plan assets move in 2023? ▼
Custodio Lim Profit Sharing Plan grew sharply - up 19.5% during 2023, from $3M to $3M. Reported net income was $496K.
How have Custodio Lim Md plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Custodio Lim Md's sponsor-wide assets grew 28.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Custodio Lim Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Runnymede Capital Management, Inc. Profit Sharing Plan in NJ ($3M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Custodio Lim Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 351719730.

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.