401(k) · DOL Form 5500 · 2022
Lionetti Associates LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $102,300
- Avg per participant Below avg balance/head
Official DOL plan name: Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Lionetti Associates LLC · New Jersey · Wholesale Trade
$10M in assets, 102 participants
Lionetti Associates LLC's Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #4,007 in Wholesale Trade (6,843 peers)
Coverage in New Jersey
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust covers 102 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $10M.
- #4,007
- in Wholesale Trade (6,843 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,434,601 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (102 participants).
Form 5500 schedule snapshot
Filing strip 223237361 · Lionetti Associates LLC PY 2022 · 401(k)
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust · $10M · 102 · 66th
- PHOTO $10M
- PHOTO 102
- PHOTO 66th
- PHOTO 401(k)
- PHOTO near Albertina Kerr Centers 401(k) Retirement Savings Plan
- PHOTO ind #4007
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 223237361 |
| Plan Effective Date | 2003-02-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lionetti Associates LLC)
Sponsor-wide plan assets over time
All Lionetti Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 17.367065592637417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $10M |
| 2023 | 1 | 126 | $11M |
| 2024 | 1 | 134 | $12M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Albertina Kerr Centers 401(k) Retirement Savings Plan in OR ($10M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Albertina Kerr Centers 401(k) Retirement Savings Plan (OR) $10M · 551
- Rocky Mountain Infectious Disease Specialists, P .C. 401(k) Profit Sharing Plan (CO) $10M · 45
- Tax Airfreight, Inc. 401(k) Profit Sharing Plan (WI) $10M · 243
- East Side Service Center Inc 401(k) Profit Sharing Plan & Trust (RI) $10M · 372
Similar participant headcount
Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.
- First Choice Bank 401(k) Profit Sharing Plan (CA) 102 · 0 off
- Develey USA 401(k) Plan (TN) 102 · 0 off
- Kahuku Medical Center 401(k) Plan (HI) 102 · 0 off
- Subzero Constructors, Inc. Employee Savings Plan (CA) 102 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.