401(k) · DOL Form 5500 · 2023

Smolin, Lupin & Co., P.a. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
113
Participants Small participant base
80th
Percentile by assets National rank
$273,738
Avg per participant High balance/head
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Official DOL plan name: Smolin, Lupin & Co. Savings and Investment Plan · Sponsored by Smolin, Lupin & Co., P.a. · New Jersey · Professional & Technical Services

$31M in assets, 113 participants

Smolin, Lupin & Co., P.a.'s Smolin, Lupin & Co. Savings and Investment Plan reported $31M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,298 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Smolin, Lupin & Co. Savings and Investment Plan covers 113 participants in New Jersey, about 13% of the average New Jersey filer (state average ~844 per filing). Assets: $31M.

#16,298
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smolin, Lupin & Co. Savings and Investment Plan's outsized position by total assets

Smolin, Lupin & Co. Savings and Investment Plan vs every filed plan by assets

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

$30,932,392 Top 20% higher than 80% 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

Smolin, Lupin & Co. Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smolin, Lupin & Co. Savings and Investment Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smolin, Lupin & Co. Savings and Investment Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Smolin, Lupin & Co. Savings and Investment Plan reported participants rose from 95 in the plan year 2022 filing to 113 in the plan year 2023 filing.
  • Smolin, Lupin & Co. Savings and Investment Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222258733 · Smolin, Lupin & Co., P.a. PY 2023 · 401(k)

Smolin, Lupin & Co. Savings and Investment Plan · $31M · 113 · 80th

  • PHOTO $31M
  • PHOTO 113
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Krohn Clinic, Ltd. 401(k) Profit Sharing Plan
  • PHOTO ind #16298

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Smolin, Lupin & Co. Savings and Investment Plan in the asset neighbourhood

Fabiano Brothers, Inc. 401(k) PlanFabiano Brothers, Inc. 401(k…$31MSmolin, Lupin & Co. Savings and Investment PlanSmolin, Lupin & Co. Savings …$31MKrohn Clinic, Ltd. 401(k) Profit Sharing PlanKrohn Clinic, Ltd. 401(k) Pr…$31MClark Dietz, Inc. Employees 401(k) PlanClark Dietz, Inc. Employees …$31MVse 401(k) Profit Sharing PlanVse 401(k) Profit Sharing Pl…$31M
End-of-year total assets ($M) among Smolin, Lupin & Co. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN222258733
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smolin, Lupin & Co., P.a.)

Sponsor-wide plan assets over time

All Smolin, Lupin & Co., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.430876135522617% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.3M $33M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 95 $26M
2023 1 113 $31M
2024 1 123 $33M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Smolin, Lupin & Co. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Smolin, Lupin & Co. Savings and Investment Plan, Total assets ($B): 0.030932392 · Participants: 113Smolin, Lupin & Co. Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Smolin, Lupin & Co. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Smolin, Lupin & Co. Savings and Investment Plan side-by-side with 3 peers →

Smolin, Lupin & Co. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Krohn Clinic, Ltd. 401(k) Profit Sharing Plan in WI ($31M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Smolin, Lupin & Co. Savings and Investment Plan assets move in 2023? ▼
Smolin, Lupin & Co. Savings and Investment Plan grew sharply - up 17.7% during 2023, from $26M to $31M. Reported net income was $5M.
How have Smolin, Lupin & Co., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smolin, Lupin & Co., P.a.'s sponsor-wide assets grew 25.4%, from $26M to $33M.
Where does Smolin, Lupin & Co. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Smolin, Lupin & Co. Savings and Investment Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smolin, Lupin & Co. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Krohn Clinic, Ltd. 401(k) Profit Sharing Plan in WI ($31M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Smolin, Lupin & Co. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 222258733.

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.