401(k) · DOL Form 5500 · 2023
Robert Charles Lesser & Co., LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 100
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $209,537
- Avg per participant Above avg balance/head
Official DOL plan name: Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Robert Charles Lesser & Co., LLC · Maryland · Real Estate
$21M in assets, 100 participants
Robert Charles Lesser & Co., LLC's Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust reported $21M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #4,136 in Real Estate (4,727 peers)
Coverage in Maryland
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust covers 100 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $21M.
- #4,136
- in Real Estate (4,727 peers)
- +29.5%
- assets growth YoY
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust's outsized position by total assets
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,953,732 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing 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. Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust reported participants rose from 84 in the plan year 2022 filing to 100 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 522334830 · Robert Charles Lesser & Co., LLC PY 2023 · 401(k)
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust · $21M · 100 · 73rd
- SCH $21M
- EBSA 100
- PART 73rd
- TYPE 401(k)
- NET near Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan
- BOOK ind #4136
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 Real Estate retirement plans → · Plans in Maryland →
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $5M |
| Employer EIN | 522334830 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Charles Lesser & Co., LLC)
Sponsor-wide plan assets over time
All Robert Charles Lesser & Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 58.057694096617105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $16M |
| 2023 | 1 | 100 | $21M |
| 2024 | 1 | 100 | $26M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan in PA ($21M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Carteret Management Corporation 401(k) Plan (FL) 100 · 0 off
- Tantara Transportation Corp. 401(k) Plan & Trust (IA) 100 · 0 off
- Alexander's Contract Services, Inc.401-K Plan (CA) 100 · 0 off
- Coffman Truck Sales, Inc. 401(k) Plan (IL) 100 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.