401(k) · DOL Form 5500 · 2023
Robert L. Lipton Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $62,486
- Avg per participant Low balance/head
Official DOL plan name: Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan · Sponsored by Robert L. Lipton Inc. · Florida · Retail Trade
$9M in assets, 147 participants
Robert L. Lipton Inc.'s Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan reported $9M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #5,668 in Retail Trade (8,414 peers)
Coverage in Florida
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan covers 147 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $9M.
- #5,668
- in Retail Trade (8,414 peers)
- +20.2%
- assets growth YoY
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,185,444 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing 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. Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan reported participants rose from 120 in the plan year 2022 filing to 147 in the plan year 2023 filing.
- Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 650131357 · Robert L. Lipton Inc. PY 2023 · 401(k)
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan · $9M · 147 · 57th
- PCT $9M
- EIN 147
- RANK 57th
- PHOTO 401(k)
- IND near Command Web Offset Company, Inc. a Missouri Corporation Non-Union 401(k) Profit Sharing Plan
- EOY ind #5668
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 Retail Trade retirement plans → · Plans in Florida →
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 650131357 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert L. Lipton Inc.)
Sponsor-wide plan assets over time
All Robert L. Lipton Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 24.219346187788346% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 120 | $8M |
| 2023 | 1 | 147 | $9M |
| 2024 | 1 | 167 | $9M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Command Web Offset Company, Inc. a Missouri Corporation Non-Union 401(k) Profit Sharing Plan in NJ ($9M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.