Profit Sharing · DOL Form 5500 · 2023
Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $63,556
- Avg per participant Low balance/head
Official DOL plan name: Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP · Sponsored by Meltzer, Lippe, Goldstein & Breitstone, LLP · New York · Professional & Technical Services
$6M in assets, 97 participants
Meltzer, Lippe, Goldstein & Breitstone, LLP's Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported $6M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,490 in Professional & Technical Services (20,321 peers)
Meltzer, Lippe, Goldstein & Breitstone, LLP multi-year trail
Meltzer, Lippe, Goldstein & Breitstone, LLP's plans moved +38.2% in assets from 2022 to 2024; this filing shows Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP at $6M / 97 participants.
- #9,490
- in Professional & Technical Services (20,321 peers)
- +25.4%
- assets growth YoY
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP's mid-pack asset rank among Professional & Technical Services and all filers
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,164,933 48th percentile higher than 48% 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
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported net income rose from -$143K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported participants rose from 96 in the plan year 2022 filing to 97 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113581269 · Meltzer, Lippe, Goldstein & Breitstone, LLP PY 2023 · Profit Sharing
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP · $6M · 97 · 48th
- 5500 $6M
- 5500 97
- 5500 48th
- 5500 Profit Sharing
- 5500 near Mission Plastics of Arkansas Inc. Profit Sharing Plan and Trust
- 5500 ind #9490
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 New York →
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP in the asset neighbourhood
Meltzer, Lippe, Goldstein & Breitstone, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Meltzer, Lippe, Goldstein & Breitstone, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 38.20880332945959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 252 | $35M |
| 2023 | 2 | 227 | $42M |
| 2024 | 2 | 253 | $48M |
Meltzer, Lippe, Goldstein & Breitstone, LLP filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 113581269 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Mission Plastics of Arkansas Inc. Profit Sharing Plan and Trust in MO ($6M); by covered participants it is United Industries, Inc. 401(k) Plan in AR (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- United Industries, Inc. 401(k) Plan (AR) 97 · 0 off
- Ultimate Solutions Corp (PR) 97 · 0 off
- Mid-South Industries, Inc. Profit Sharing Plan (MS) 97 · 0 off
- Alamo Cement Company Hourly Retirement Plan (TX) 97 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.