401(k) · DOL Form 5500 · 2023

Lippes Mathias LLP 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
281
Participants Below avg headcount
83rd
Percentile by assets National rank
$143,723
Avg per participant Near avg balance/head
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Official DOL plan name: Lippes Mathias LLP 401(k) Plan · Sponsored by Lippes Mathias LLP · New York · Professional & Technical Services

$40M in assets, 281 participants

Lippes Mathias LLP's Lippes Mathias LLP 401(k) Plan reported $40M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,050 in Professional & Technical Services (20,321 peers)

Coverage in New York

Lippes Mathias LLP 401(k) Plan covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $40M.

#17,050
in Professional & Technical Services (20,321 peers)
+80.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lippes Mathias LLP 401(k) Plan's outsized position by total assets

Lippes Mathias LLP 401(k) Plan vs every filed plan by assets

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

$40,386,061 Top 17% higher than 83% 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

Lippes Mathias LLP 401(k) 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. Lippes Mathias LLP 401(k) Plan sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lippes Mathias LLP 401(k) Plan reported net income rose from -$606K in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Lippes Mathias LLP 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Lippes Mathias LLP 401(k) Plan reported participants rose from 210 in the plan year 2022 filing to 281 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161021918 · Lippes Mathias LLP PY 2023 · 401(k)

Lippes Mathias LLP 401(k) Plan · $40M · 281 · 83rd

  • EIN $40M
  • RANK 281
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Gehl Foods, LLC 401(k) Salary Savings Plan
  • 5500 ind #17050

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 York →

Lippes Mathias LLP 401(k) Plan in the asset neighbourhood

Lippes Mathias LLP 401(k) PlanLippes Mathias LLP 401(k) Pl…$40MGehl Foods, LLC 401(k) Salary Savings PlanGehl Foods, LLC 401(k) Salar…$40MMorley Companies, Inc. 401(k) Profit Sharing Plan & TrustMorley Companies, Inc. 401(k…$40MKelvion Inc. Savings Plan$40MKansas City Royals Baseball Club, LLC 401(k) PlanKansas City Royals Baseball …$40M
End-of-year total assets ($M) among Lippes Mathias LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$40M
Net Income$18M
Employer EIN161021918
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lippes Mathias LLP)

Sponsor-wide plan assets over time

All Lippes Mathias LLP plans reported in each filing year

Latest sponsor-wide plan assets
$51M 127.25114723248494% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.4M $50.9M ▲ +127.2%
Year Plans Participants Total Assets
2022 1 210 $22M
2023 1 281 $40M
2024 1 305 $51M

Nearby 401(k) Plans in New York

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

Lippes Mathias LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lippes Mathias LLP 401(k) Plan, Total assets ($B): 0.040386061 · Participants: 281Lippes Mathias LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lippes Mathias LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lippes Mathias LLP 401(k) Plan side-by-side with 3 peers →

Lippes Mathias LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gehl Foods, LLC 401(k) Salary Savings Plan in WI ($40M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Lippes Mathias LLP 401(k) Plan assets move in 2023? ▼
Lippes Mathias LLP 401(k) Plan surged - up 80.2% during 2023, from $22M to $40M. Reported net income was $18M.
How have Lippes Mathias LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lippes Mathias LLP's sponsor-wide assets grew 127.3%, from $22M to $51M.
Where does Lippes Mathias LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Lippes Mathias LLP 401(k) Plan ranks in the 83rd 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 Lippes Mathias LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gehl Foods, LLC 401(k) Salary Savings Plan in WI ($40M, 842 participants).
Which 401(k) plans cover a similar participant headcount to Lippes Mathias LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants, $12M 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 161021918.

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.