401(k) · DOL Form 5500 · 2023

Lipson Neilson P.C. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
55
Participants Small participant base
62nd
Percentile by assets National rank
$214,642
Avg per participant Above avg balance/head
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Official DOL plan name: Lipson Neilson P.C. 401(k) Plan and Trust · Sponsored by Lipson Neilson P.C. · Michigan · Professional & Technical Services

$12M in assets, 55 participants

Lipson Neilson P.C.'s Lipson Neilson P.C. 401(k) Plan and Trust reported $12M in total assets and 55 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,444 in Professional & Technical Services (20,321 peers)

Lipson Neilson P.C. multi-year trail

Lipson Neilson P.C.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Lipson Neilson P.C. 401(k) Plan and Trust at $12M / 55 participants.

#12,444
in Professional & Technical Services (20,321 peers)
+13.8%
assets growth YoY

Lipson Neilson P.C. 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lipson Neilson P.C. 401(k) Plan and Trust vs every filed plan by assets

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

$11,805,286 Top 38% higher than 62% 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

Lipson Neilson P.C. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lipson Neilson P.C. 401(k) Plan and Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lipson Neilson P.C. 401(k) Plan and Trust reported net income rose from -$642K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lipson Neilson P.C. 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lipson Neilson P.C. 401(k) Plan and Trust reported participants fell from 57 in the plan year 2022 filing to 55 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 382574325 · Lipson Neilson P.C. PY 2023 · 401(k)

Lipson Neilson P.C. 401(k) Plan and Trust · $12M · 55 · 62nd

  • TYPE $12M
  • NET 55
  • BOOK 62nd
  • VS-ST 401(k)
  • BOY near American Farm Bureau Insurance Services Inc. Employees Savings Trust
  • SCH ind #12444

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 Michigan →

Lipson Neilson P.C. 401(k) Plan and Trust in the asset neighbourhood

Lipson Neilson P.C. 401(k) Plan and TrustLipson Neilson P.C. 401(k) P…$12MAmerican Farm Bureau Insurance Services Inc. Employees Savings TrustAmerican Farm Bureau Insuran…$12MFly Exclusive 401(k) Plan$12MPacific Northwest Ballet Association Employee Benefit Plan (Staff)Pacific Northwest Ballet Ass…$12MCitynet 401(k) Plan$12M
End-of-year total assets ($M) among Lipson Neilson P.C. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lipson Neilson P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Lipson Neilson P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 20.06972471156033% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.4M $12.5M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 57 $10M
2023 1 55 $12M
2024 1 58 $12M

Lipson Neilson P.C. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN382574325
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Lipson Neilson P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Lipson Neilson P.C. 401(k) Plan and Trust, Total assets ($B): 0.011805286 · Participants: 55Lipson Neilson P.C. 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lipson Neilson P.C. 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lipson Neilson P.C. 401(k) Plan and Trust side-by-side with 3 peers →

Lipson Neilson P.C. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is American Farm Bureau Insurance Services Inc. Employees Savings Trust in IL ($12M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Lipson Neilson P.C. 401(k) Plan and Trust assets move in 2023? ▼
Lipson Neilson P.C. 401(k) Plan and Trust grew at a solid clip - up 13.8% during 2023, from $10M to $12M. Reported net income was $1M.
How have Lipson Neilson P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lipson Neilson P.C.'s sponsor-wide assets grew 20.1%, from $10M to $12M.
Which 401(k) plans are similar in size to Lipson Neilson P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Farm Bureau Insurance Services Inc. Employees Savings Trust in IL ($12M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Lipson Neilson P.C. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M 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 382574325.

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.