401(k) · DOL Form 5500 · 2023

Lipert International, Inc. 401(k) Plan

Data updated 2026-08-25

$385K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$192,474
Avg per participant Above avg balance/head
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Official DOL plan name: Lipert International, Inc Profit Sharing Plan · Sponsored by Lipert International, Inc. · District of Columbia · Retail Trade

$385K in assets, 2 participants

Lipert International, Inc.'s Lipert International, Inc Profit Sharing Plan reported $385K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,153 in Retail Trade (8,414 peers)

Lipert International, Inc. multi-year trail

Lipert International, Inc.'s plans moved +10.7% in assets from 2022 to 2023; this filing shows Lipert International, Inc Profit Sharing Plan at $385K / 2 participants.

#2,153
in Retail Trade (8,414 peers)
+10.7%
assets growth YoY

Lipert International, Inc Profit Sharing Plan among the smaller filed plans by assets

Lipert International, Inc Profit Sharing Plan vs every filed plan by assets

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

$384,948 16th percentile higher than 16% 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

Lipert International, Inc 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. Lipert International, Inc 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

  • Lipert International, Inc Profit Sharing Plan reported net income rose from -$15K in the plan year 2022 filing to $37K in the plan year 2023 filing.
  • Lipert International, Inc Profit Sharing Plan end-of-year assets rose from $348K in the plan year 2022 filing to $385K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133181317 · Lipert International, Inc. PY 2023 · 401(k)

Lipert International, Inc Profit Sharing Plan · $385K · 2 · 16th

  • EBSA $385K
  • EBSA 2
  • EBSA 16th
  • EBSA 401(k)
  • EBSA near Ab Happy Corp 401(k) Plan
  • EBSA ind #2153

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 Retail Trade retirement plans → · Plans in District of Columbia →

Lipert International, Inc Profit Sharing Plan in the asset neighbourhood

French Holdings Retirement PlanFrench Holdings Retirement P…$385KLipert International, Inc Profit Sharing PlanLipert International, Inc Pr…$385KAb Happy Corp 401(k) Plan$385KShannondale Enterprises, Inc. 401(k) PlanShannondale Enterprises, Inc…$385KMorse Family Project, Inc. 401(k) Profit Sharing PlanMorse Family Project, Inc. 4…$385K
End-of-year total assets ($M) among Lipert International, Inc Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lipert International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lipert International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$385K 10.740710907563605% vs 2022
2023 filing year
$0.34M$0.35M$0.36M$0.37M$0.38M$0.39M 20222023 $0.35M $0.38M ▲ +8.6%
Year Plans Participants Total Assets
2022 1 2 $348K
2023 1 2 $385K

Lipert International, Inc. filing trail (2023)

Total Assets (Beginning of Year)$348K
Net Assets (End of Year)$385K
Net Income$37K
Employer EIN133181317
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in District of Columbia

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

Lipert International, Inc Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Lipert International, Inc Profit Sharing Plan, Total assets ($B): 0.000384948 · Participants: 2Lipert International, Inc Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Lipert International, Inc Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Lipert International, Inc Profit Sharing Plan side-by-side with 3 peers →

Lipert International, Inc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Ab Happy Corp 401(k) Plan in NC ($385K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($385K here).

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 Lipert International, Inc Profit Sharing Plan assets move in 2023? ▼
Lipert International, Inc Profit Sharing Plan grew at a solid clip - up 10.7% during 2023, from $348K to $385K. Reported net income was $37K.
How have Lipert International, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lipert International, Inc.'s sponsor-wide assets grew 10.7%, from $348K to $385K.
Where does Lipert International, Inc Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lipert International, Inc Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lipert International, Inc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ab Happy Corp 401(k) Plan in NC ($385K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lipert International, Inc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 133181317.

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.