401(k) · DOL Form 5500 · 2023

Meltzer, Lippe, Goldstein, Etal 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
130
Participants Small participant base
82nd
Percentile by assets National rank
$274,852
Avg per participant High balance/head
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Official DOL plan name: Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) · Sponsored by Meltzer, Lippe, Goldstein, Etal · New York · Professional & Technical Services

$36M in assets, 130 participants

Meltzer, Lippe, Goldstein, Etal's Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) reported $36M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,725 in Professional & Technical Services (20,321 peers)

Coverage in New York

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) covers 130 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $36M.

#16,725
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))'s outsized position by total assets

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) vs every filed plan by assets

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

$35,730,803 Top 18% higher than 82% 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

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) 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. Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) reported participants fell from 156 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113581269 · Meltzer, Lippe, Goldstein, Etal PY 2023 · 401(k)

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) · $36M · 130 · 82nd

  • EBSA $36M
  • EBSA 130
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Lakefield Veterinary Group, Inc. 401(k) Retirement Plan
  • EBSA ind #16725

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 →

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) in the asset neighbourhood

Crestline Investors, Inc. 401(k) PlanCrestline Investors, Inc. 40…$36MMeltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))Meltzer, Lippe, Goldstein & …$36MLakefield Veterinary Group, Inc. 401(k) Retirement PlanLakefield Veterinary Group, …$36MIntegral Consulting Inc. 401(k) Profit Sharing PlanIntegral Consulting Inc. 401…$36MVersa Press Inc Employees Retirement Plan and TrustVersa Press Inc Employees Re…$36M
End-of-year total assets ($M) among Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN113581269
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Meltzer, Lippe, Goldstein, Etal)

Sponsor-wide plan assets over time

All Meltzer, Lippe, Goldstein, Etal plans reported in each filing year

Latest sponsor-wide plan assets
$48M 38.20880332945959% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35M $48.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 2 252 $35M
2023 2 227 $42M
2024 2 253 $48M

Nearby 401(k) Plans in New York

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

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)), Total assets ($B): 0.035730803 · Participants: 130Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))IBM 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
Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) side-by-side with 3 peers →

Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lakefield Veterinary Group, Inc. 401(k) Retirement Plan in WA ($36M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) assets move in 2023? ▼
Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) grew sharply - up 18.6% during 2023, from $30M to $36M. Reported net income was $6M.
How have Meltzer, Lippe, Goldstein, Etal plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meltzer, Lippe, Goldstein, Etal's sponsor-wide assets grew 38.2%, from $35M to $48M.
Where does Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) rank by assets among Form 5500 filers? ▼
Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k)) ranks in the 82nd 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 Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by assets is Lakefield Veterinary Group, Inc. 401(k) Retirement Plan in WA ($36M, 1,566 participants).
Which 401(k) plans cover a similar participant headcount to Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 113581269.

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.