Profit Sharing · DOL Form 5500 · 2023

Philip Lutz Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
33rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Philip E Lutz Mdpc Profit Sharing Plan · Sponsored by Philip Lutz · New Jersey · Healthcare & Social Assistance

$3M in assets, 2 participants

Philip Lutz's Philip E Lutz Mdpc Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,898 in Healthcare & Social Assistance (17,684 peers)

Philip Lutz multi-year trail

Philip Lutz's plans moved +28.1% in assets from 2022 to 2024; this filing shows Philip E Lutz Mdpc Profit Sharing Plan at $3M / 2 participants.

#5,898
in Healthcare & Social Assistance (17,684 peers)
+8.9%
assets growth YoY

Philip E Lutz Mdpc Profit Sharing Plan among the smaller filed plans by assets

Philip E Lutz Mdpc Profit Sharing Plan vs every filed plan by assets

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

$2,561,655 33rd percentile higher than 33% 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

Philip E Lutz Mdpc 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. Philip E Lutz Mdpc 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

  • Philip E Lutz Mdpc Profit Sharing Plan reported net income rose from -$474K in the plan year 2022 filing to $209K in the plan year 2023 filing.
  • Philip E Lutz Mdpc Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223279053 · Philip Lutz PY 2023 · Profit Sharing

Philip E Lutz Mdpc Profit Sharing Plan · $3M · 2 · 33rd

  • SCH $3M
  • SCH 2
  • SCH 33rd
  • SCH Profit Sharing
  • SCH near Sherwood Industries, Inc. Profit Sharing Plan
  • SCH ind #5898

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 New Jersey →

Philip E Lutz Mdpc Profit Sharing Plan in the asset neighbourhood

Philip E Lutz Mdpc Profit Sharing PlanPhilip E Lutz Mdpc Profit Sh…$3MSherwood Industries, Inc. Profit Sharing PlanSherwood Industries, Inc. Pr…$3MIn the Moment, Inc. Retirement PlanIn the Moment, Inc. Retireme…$3MMartin W. Kern M.D., S.C. Restated Profit Sharing PlanMartin W. Kern M.D., S.C. Re…$3MDr. Ravi Gupta, Inc. Pension PlanDr. Ravi Gupta, Inc. Pension…$3M
End-of-year total assets ($M) among Philip E Lutz Mdpc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Philip Lutz multi-year asset trail

Sponsor-wide plan assets over time

All Philip Lutz plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.053961154700374% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.35M $3.01M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $3M
2024 1 2 $3M

Philip Lutz filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$209K
Employer EIN223279053
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Philip E Lutz Mdpc Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Philip E Lutz Mdpc Profit Sharing Plan, Total assets ($B): 0.002561655 · Participants: 2Philip E Lutz Mdpc Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Philip E Lutz Mdpc Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Philip E Lutz Mdpc Profit Sharing Plan side-by-side with 3 peers →

Philip E Lutz Mdpc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Sherwood Industries, Inc. Profit Sharing Plan in IL ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Philip E Lutz Mdpc Profit Sharing Plan assets move in 2023? ▼
Philip E Lutz Mdpc Profit Sharing Plan grew at a solid clip - up 8.9% during 2023, from $2M to $3M. Reported net income was $209K.
How have Philip Lutz plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philip Lutz's sponsor-wide assets grew 28.1%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Philip E Lutz Mdpc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sherwood Industries, Inc. Profit Sharing Plan in IL ($3M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Philip E Lutz Mdpc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 223279053.

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.