Profit Sharing · DOL Form 5500 · 2023

Drs. Lebovic, Schwimer & Goldberg Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
19
Participants Small participant base
42nd
Percentile by assets National rank
$238,628
Avg per participant Above avg balance/head
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Official DOL plan name: Profit Sharing Plan of Lebovic, Schwimer & Goldberg · Sponsored by Drs. Lebovic, Schwimer & Goldberg · California · Healthcare & Social Assistance

$5M in assets, 19 participants

Drs. Lebovic, Schwimer & Goldberg's Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported $5M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,132 in Healthcare & Social Assistance (17,684 peers)

Drs. Lebovic, Schwimer & Goldberg multi-year trail

Drs. Lebovic, Schwimer & Goldberg's plans moved +27.4% in assets from 2022 to 2024; this filing shows Profit Sharing Plan of Lebovic, Schwimer & Goldberg at $5M / 19 participants.

#8,132
in Healthcare & Social Assistance (17,684 peers)
+16.0%
assets growth YoY

Profit Sharing Plan of Lebovic, Schwimer & Goldberg's mid-pack asset rank among Healthcare & Social Assistance and all filers

Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs every filed plan by assets

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

$4,533,931 42nd percentile higher than 42% 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

Profit Sharing Plan of Lebovic, Schwimer & Goldberg 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 Plan of Lebovic, Schwimer & Goldberg is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported net income rose from -$2M in the plan year 2022 filing to $626K in the plan year 2023 filing.
  • Profit Sharing Plan of Lebovic, Schwimer & Goldberg end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported participants rose from 18 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954082760 · Drs. Lebovic, Schwimer & Goldberg PY 2023 · Profit Sharing

Profit Sharing Plan of Lebovic, Schwimer & Goldberg · $5M · 19 · 42nd

  • PART $5M
  • TYPE 19
  • NET 42nd
  • BOOK Profit Sharing
  • VS-ST near Gkg Storage, Inc. Retirement Plan
  • BOY ind #8132

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Profit Sharing Plan of Lebovic, Schwimer & Goldberg in the asset neighbourhood

Winchester Associates, Inc. Profit Sharing PlanWinchester Associates, Inc. …$5MDundee Castings Co. Employees' Profit Sharing PlanDundee Castings Co. Employee…$5MProfit Sharing Plan of Lebovic, Schwimer & GoldbergProfit Sharing Plan of Lebov…$5MGkg Storage, Inc. Retirement PlanGkg Storage, Inc. Retirement…$5MAlamo Cement Company Hourly Retirement PlanAlamo Cement Company Hourly …$5M
End-of-year total assets ($M) among Profit Sharing Plan of Lebovic, Schwimer & Goldberg and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Drs. Lebovic, Schwimer & Goldberg multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Lebovic, Schwimer & Goldberg plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.420545873707535% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $4.98M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 19 $5M
2024 1 18 $5M

Drs. Lebovic, Schwimer & Goldberg filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$626K
Employer EIN954082760
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Profit Sharing Plan of Lebovic, Schwimer & Goldberg, Total assets ($B): 0.004533931 · Participants: 19Profit Sharing Plan of Lebovic, Schwimer & GoldbergIntel 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
Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Profit Sharing Plan of Lebovic, Schwimer & Goldberg side-by-side with 3 peers →

Profit Sharing Plan of Lebovic, Schwimer & Goldberg's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gkg Storage, Inc. Retirement Plan in FL ($5M); by covered participants it is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Profit Sharing Plan of Lebovic, Schwimer & Goldberg assets move in 2023? ▼
Profit Sharing Plan of Lebovic, Schwimer & Goldberg grew sharply - up 16.0% during 2023, from $4M to $5M. Reported net income was $626K.
How have Drs. Lebovic, Schwimer & Goldberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Lebovic, Schwimer & Goldberg's sponsor-wide assets grew 27.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan of Lebovic, Schwimer & Goldberg? ▼
Among Profit Sharing plans in other states, the closest by assets is Gkg Storage, Inc. Retirement Plan in FL ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan of Lebovic, Schwimer & Goldberg? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profit Sharing Plan for Employees of Moore Brothers Construction Company in TX (19 participants, N/A 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 954082760.

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.