Profit Sharing · DOL Form 5500 · 2023

L. J. Associates, Inc. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
80
Participants Small participant base
70th
Percentile by assets National rank
$221,684
Avg per participant Above avg balance/head
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Official DOL plan name: L.J. Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by L. J. Associates, Inc. · Pennsylvania · Transportation & Warehousing

$18M in assets, 80 participants

L. J. Associates, Inc.'s L.J. Associates, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,363 in Transportation & Warehousing (3,362 peers)

L. J. Associates, Inc. multi-year trail

L. J. Associates, Inc.'s plans moved +18.7% in assets from 2022 to 2024; this filing shows L.J. Associates, Inc. 401(k) Profit Sharing Plan at $18M / 80 participants.

#2,363
in Transportation & Warehousing (3,362 peers)
+18.0%
assets growth YoY

L.J. Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

L.J. Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,734,687 Top 30% higher than 70% 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

L.J. Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.J. Associates, Inc. 401(k) Profit Sharing Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L.J. Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • L.J. Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • L.J. Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 82 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251553163 · L. J. Associates, Inc. PY 2023 · Profit Sharing

L.J. Associates, Inc. 401(k) Profit Sharing Plan · $18M · 80 · 70th

  • EOY $18M
  • 5500 80
  • ASSETS 70th
  • PCT Profit Sharing
  • EIN near Bismarck Mandan Carpenters Local 1091 Tax Deferral
  • RANK ind #2363

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

L.J. Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Richmond Children's Center, Inc. 403(b) PlanRichmond Children's Center, …$18MRetirement Plan for Employees of H. B. Magruder Memorial HospitalRetirement Plan for Employee…$18MBismarck Mandan Carpenters Local 1091 Tax DeferralBismarck Mandan Carpenters L…$18ML.J. Associates, Inc. 401(k) Profit Sharing PlanL.J. Associates, Inc. 401(k)…$18MLowell Anesthesiology Service, Inc. Profit Sharing PlanLowell Anesthesiology Servic…$18M
End-of-year total assets ($M) among L.J. Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

L. J. Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All L. J. Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 18.650580809779534% vs 2022
2024 filing year
$14M$15M$16M$17M$18M$19M 202220232024 $15M $17.8M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 82 $15M
2023 1 80 $18M
2024 1 79 $18M

L. J. Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN251553163
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

L.J. Associates, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants L.J. Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017734687 · Participants: 80L.J. Associates, Inc. 401(k) Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
L.J. Associates, Inc. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare L.J. Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

L.J. Associates, Inc. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Bismarck Mandan Carpenters Local 1091 Tax Deferral in ND ($18M); by covered participants it is Medical Center Emergency Services Retirement Savings Thrift Plan in MI (80 participants). Same-state nearby plans are listed separately above.

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 L.J. Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
L.J. Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.0% during 2023, from $15M to $18M. Reported net income was $3M.
How have L. J. Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. J. Associates, Inc.'s sponsor-wide assets grew 18.7%, from $15M to $18M.
Which Profit Sharing plans are similar in size to L.J. Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bismarck Mandan Carpenters Local 1091 Tax Deferral in ND ($18M, 927 participants).
Which Profit Sharing plans cover a similar participant headcount to L.J. Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Medical Center Emergency Services Retirement Savings Thrift Plan in MI (80 participants, $133M 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 251553163.

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.