401(k) · DOL Form 5500 · 2023

Liptz, Roberts & Marquez, Chartered 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$437,296
Avg per participant High balance/head
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Official DOL plan name: Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) · Sponsored by Liptz, Roberts & Marquez, Chartered · Maryland · Professional & Technical Services

$3M in assets, 8 participants

Liptz, Roberts & Marquez, Chartered's Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,134 in Professional & Technical Services (20,321 peers)

Liptz, Roberts & Marquez, Chartered multi-year trail

Liptz, Roberts & Marquez, Chartered's plans moved +29.1% in assets from 2022 to 2024; this filing shows Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) at $3M / 8 participants.

#7,134
in Professional & Technical Services (20,321 peers)
+8.6%
assets growth YoY

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)'s mid-pack asset rank among Professional & Technical Services and all filers

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) vs every filed plan by assets

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

$3,498,369 38th percentile higher than 38% 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

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) reported net income rose from -$2M in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) reported participants fell from 12 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520939448 · Liptz, Roberts & Marquez, Chartered PY 2023 · 401(k)

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) · $3M · 8 · 38th

  • ASSETS $3M
  • PCT 8
  • EIN 38th
  • RANK 401(k)
  • PHOTO near Guardian Bus Company, Inc. 401(k) Plan
  • IND ind #7134

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 Maryland →

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) in the asset neighbourhood

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)Liptz, Roberts & Marquez, Ch…$3MGuardian Bus Company, Inc. 401(k) PlanGuardian Bus Company, Inc. 4…$3MPpfa Retirement Plan$3MKc Bell, Inc. 401(k) Plan$3MControl Instruments, Inc. 401(k) PlanControl Instruments, Inc. 40…$3M
End-of-year total assets ($M) among Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Liptz, Roberts & Marquez, Chartered multi-year asset trail

Sponsor-wide plan assets over time

All Liptz, Roberts & Marquez, Chartered plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.063132524736158% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.22M $4.16M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 8 $3M
2024 1 7 $4M

Liptz, Roberts & Marquez, Chartered filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$276K
Employer EIN520939448
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003), Total assets ($B): 0.003498369 · Participants: 8Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)Lockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) side-by-side with 3 peers →

Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)'s out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Guardian Bus Company, Inc. 401(k) Plan in NY ($3M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) assets move in 2023? ▼
Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003) grew at a solid clip - up 8.6% during 2023, from $3M to $3M. Reported net income was $276K.
How have Liptz, Roberts & Marquez, Chartered plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liptz, Roberts & Marquez, Chartered's sponsor-wide assets grew 29.1%, from $3M to $4M.
Which 401(k) plans are similar in size to Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)? ▼
Among 401(k) plans in other states, the closest by assets is Guardian Bus Company, Inc. 401(k) Plan in NY ($3M, 514 participants).
Which 401(k) plans cover a similar participant headcount to Liptz, Roberts & Marquez, Chartered Profit Sharing Plan (003)? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 520939448.

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.