Profit Sharing · DOL Form 5500 · 2023

Gregory Forrest Lester, Inc. Profit Sharing Plan

Data updated 2026-08-25

$515K
Total assets Small plan by assets
11
Participants Small participant base
18th
Percentile by assets National rank
$46,776
Avg per participant Low balance/head
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Official DOL plan name: Gregory Forrest Lester, Inc. Profit Sharing Plan · Sponsored by Gregory Forrest Lester, Inc. · Ohio · Other Services

$515K in assets, 11 participants

Gregory Forrest Lester, Inc.'s Gregory Forrest Lester, Inc. Profit Sharing Plan reported $515K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,065 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Gregory Forrest Lester, Inc. Profit Sharing Plan ranks #3,065 of 7,857 2023 filers by assets (3901% of the sector average)-$515K for 11 participants.

#3,065
in Other Services (7,857 peers)
+14.8%
assets growth YoY

Gregory Forrest Lester, Inc. Profit Sharing Plan among the smaller filed plans by assets

Gregory Forrest Lester, Inc. Profit Sharing Plan vs every filed plan by assets

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

$514,541 18th percentile higher than 18% 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

Gregory Forrest Lester, Inc. 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. Gregory Forrest Lester, Inc. Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gregory Forrest Lester, Inc. Profit Sharing Plan reported net income rose from -$79K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Gregory Forrest Lester, Inc. Profit Sharing Plan end-of-year assets rose from $448K in the plan year 2022 filing to $515K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310840087 · Gregory Forrest Lester, Inc. PY 2023 · Profit Sharing

Gregory Forrest Lester, Inc. Profit Sharing Plan · $515K · 11 · 18th

  • EOY $515K
  • EOY 11
  • EOY 18th
  • EOY Profit Sharing
  • EOY near Wellsphere Group, Inc. Profit Sharing Plan
  • EOY ind #3065

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 Other Services retirement plans → · Plans in Ohio →

Gregory Forrest Lester, Inc. Profit Sharing Plan in the asset neighbourhood

Mark L Bromberg Profit Sharing PlanMark L Bromberg Profit Shari…$515KGregory Forrest Lester, Inc. Profit Sharing PlanGregory Forrest Lester, Inc.…$515KWellsphere Group, Inc. Profit Sharing PlanWellsphere Group, Inc. Profi…$514KTalsma Builders, Inc. Profit Sharing Plan and TrustTalsma Builders, Inc. Profit…$515KMain Industries, Inc. Employee Stock Ownership PlanMain Industries, Inc. Employ…$514K
End-of-year total assets ($M) among Gregory Forrest Lester, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$448K
Net Assets (End of Year)$515K
Net Income$67K
Employer EIN310840087
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gregory Forrest Lester, Inc.)

Sponsor-wide plan assets over time

All Gregory Forrest Lester, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$586K 30.642904797074316% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.45M $0.59M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 11 $448K
2023 1 11 $515K
2024 1 11 $586K

Nearby Profit Sharing Plans in Ohio

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

Gregory Forrest Lester, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Gregory Forrest Lester, Inc. Profit Sharing Plan, Total assets ($B): 0.000514541 · Participants: 11Gregory Forrest Lester, Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Gregory Forrest Lester, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Gregory Forrest Lester, Inc. Profit Sharing Plan side-by-side with 3 peers →

Gregory Forrest Lester, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Wellsphere Group, Inc. Profit Sharing Plan in CA ($514K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Gregory Forrest Lester, Inc. Profit Sharing Plan assets move in 2023? ▼
Gregory Forrest Lester, Inc. Profit Sharing Plan grew at a solid clip - up 14.8% during 2023, from $448K to $515K. Reported net income was $67K.
How have Gregory Forrest Lester, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gregory Forrest Lester, Inc.'s sponsor-wide assets grew 30.6%, from $448K to $586K.
Where does Gregory Forrest Lester, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Gregory Forrest Lester, Inc. Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Gregory Forrest Lester, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wellsphere Group, Inc. Profit Sharing Plan in CA ($514K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Gregory Forrest Lester, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 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 310840087.

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.