Profit Sharing · DOL Form 5500 · 2023

Lineman Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$760K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$84,427
Avg per participant Below avg balance/head
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Official DOL plan name: Lineman Investments Inc. Retirement Plan · Sponsored by Lineman Investments Inc. · Pennsylvania · Other Services

$760K in assets, 9 participants

Lineman Investments Inc.'s Lineman Investments Inc. Retirement Plan reported $760K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,508 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lineman Investments Inc. Retirement Plan ranks #3,508 of 7,857 2023 filers by assets (2641% of the sector average)-$760K for 9 participants.

#3,508
in Other Services (7,857 peers)
+92338.4%
assets growth YoY

Lineman Investments Inc. Retirement Plan among the smaller filed plans by assets

Lineman Investments Inc. Retirement Plan vs every filed plan by assets

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

$759,844 21st percentile higher than 21% 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

Lineman Investments Inc. Retirement 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. Lineman Investments Inc. Retirement Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lineman Investments Inc. Retirement Plan end-of-year assets rose from $822 in the plan year 2022 filing to $760K in the plan year 2023 filing.
  • Lineman Investments Inc. Retirement Plan reported net income rose from -$773K in the plan year 2022 filing to $759K in the plan year 2023 filing.
  • Lineman Investments Inc. Retirement Plan reported participants rose from 7 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300774186 · Lineman Investments Inc. PY 2023 · Profit Sharing

Lineman Investments Inc. Retirement Plan · $760K · 9 · 21st

  • EOY $760K
  • 5500 9
  • ASSETS 21st
  • PCT Profit Sharing
  • EIN near Parsons Smith & Stone - Profit Sharing Plan
  • RANK ind #3508

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 Other Services retirement plans → · Plans in Pennsylvania →

Lineman Investments Inc. Retirement Plan in the asset neighbourhood

Lineman Investments Inc. Retirement PlanLineman Investments Inc. Ret…$760KParsons Smith & Stone - Profit Sharing PlanParsons Smith & Stone - Prof…$760KTortorello Property Management Inc. Retirement PlanTortorello Property Manageme…$760KKenneth M. Owyang, O.D. Profit Sharing PlanKenneth M. Owyang, O.D. Prof…$760KJmc Enterprises, Inc. Retirement PlanJmc Enterprises, Inc. Retire…$759K
End-of-year total assets ($M) among Lineman Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$822
Net Assets (End of Year)$760K
Net Income$759K
Employer EIN300774186
Plan Effective Date2013-04-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Lineman Investments Inc.)

Sponsor-wide plan assets over time

All Lineman Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$793K 96345.13381995134% vs 2022
2024 filing year
$0M$0.5M$1M 202220232024 $0M $0.79M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 7 $822
2023 1 9 $760K
2024 1 10 $793K

Nearby Profit Sharing Plans in Pennsylvania

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

Lineman Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Lineman Investments Inc. Retirement Plan, Total assets ($B): 0.000759844 · Participants: 9Lineman Investments Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Lineman Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Lineman Investments Inc. Retirement Plan side-by-side with 3 peers →

Lineman Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Parsons Smith & Stone - Profit Sharing Plan in ID ($760K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Lineman Investments Inc. Retirement Plan assets move in 2023? ▼
Lineman Investments Inc. Retirement Plan surged - up 92338.4% during 2023, from $822 to $760K. Reported net income was $759K.
How have Lineman Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lineman Investments Inc.'s sponsor-wide assets grew 96345.1%, from $822 to $793K.
Where does Lineman Investments Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lineman Investments Inc. Retirement Plan ranks in the 21st 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 Profit Sharing plans are similar in size to Lineman Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Parsons Smith & Stone - Profit Sharing Plan in ID ($760K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Lineman Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 300774186.

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.