Profit Sharing · DOL Form 5500 · 2023
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 109
- Participants
- 74th
- Percentile by assets
- $196,826
- Avg per participant
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.
- 74th percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 109
- covered participants
- 74th
- percentile by assets (of 127,072 plans)
- $196,826
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan reports 109 participants - about 17% of that state average ($21M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $732K |
| Employer EIN | 942950919 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Laughlin, Falbo, Levy & Moresi, LLP)
| 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan's numbers.
- By total assets, Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Laughlin, Falbo, Levy & Moresi, LLP's sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans