Profit Sharing · DOL Form 5500 · 2023

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
109
Participants Small participant base
74th
Percentile by assets National rank
$196,826
Avg per participant Above avg balance/head
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Official DOL plan name: Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan · Sponsored by Laughlin, Falbo, Levy & Moresi, LLP · California · Professional & Technical Services

$21M in assets, 109 participants

Laughlin, Falbo, Levy & Moresi, LLP's Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan reported $21M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,022 in Professional & Technical Services (20,321 peers)

Coverage in California

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $21M.

#15,022
in Professional & Technical Services (20,321 peers)
+3.5%
assets growth YoY

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan's outsized position by total assets

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan vs every filed plan by assets

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

$21,453,999 Top 26% higher than 74% 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

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $732K in the plan year 2023 filing.
  • Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan reported participants fell from 115 in the plan year 2022 filing to 109 in the plan year 2023 filing.
  • Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942950919 · Laughlin, Falbo, Levy & Moresi, LLP PY 2023 · Profit Sharing

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan · $21M · 109 · 74th

  • BOY $21M
  • BOY 109
  • BOY 74th
  • BOY Profit Sharing
  • BOY near Mendez & Co., Inc. Retirement Plan
  • BOY ind #15022

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 California →

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan in the asset neighbourhood

Construction Workers Local 147 Annuity FundConstruction Workers Local 1…$21MMendez & Co., Inc. Retirement PlanMendez & Co., Inc. Retiremen…$21MLaughlin, Falbo, Levy & Moresi, LLP Profit Sharing PlanLaughlin, Falbo, Levy & More…$21MMilwaukee Center for Independence, Inc. and Affiliates 403(b) PlanMilwaukee Center for Indepen…$21MThomas College DC Retirement PlanThomas College DC Retirement…$21M
End-of-year total assets ($M) among Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$732K
Employer EIN942950919
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Laughlin, Falbo, Levy & Moresi, LLP)

Sponsor-wide plan assets over time

All Laughlin, Falbo, Levy & Moresi, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$54M 19.69540030196553% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.3M $54.3M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 311 $45M
2023 2 290 $48M
2024 2 380 $54M

Nearby Profit Sharing Plans in California

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

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan, Total assets ($B): 0.021453999 · Participants: 109Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan side-by-side with 3 peers →

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mendez & Co., Inc. Retirement Plan in PR ($21M); by covered participants it is Aci-Herzog 401(k)-Non-Union Employees Plan in PR (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan assets move in 2023? ▼
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan edged up modestly - up 3.5% during 2023, from $21M to $21M. Reported net income was $732K.
How have Laughlin, Falbo, Levy & Moresi, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Laughlin, Falbo, Levy & Moresi, LLP's sponsor-wide assets grew 19.7%, from $45M to $54M.
Which Profit Sharing plans are similar in size to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mendez & Co., Inc. Retirement Plan in PR ($21M, 496 participants).
Which Profit Sharing plans cover a similar participant headcount to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Aci-Herzog 401(k)-Non-Union Employees Plan in PR (109 participants, $2M 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 942950919.

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.