401(k) · DOL Form 5500 · 2023

Pond Lehocky LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
123
Participants Small participant base
54th
Percentile by assets National rank
$66,769
Avg per participant Below avg balance/head
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Official DOL plan name: Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust · Sponsored by Pond Lehocky LLP · Pennsylvania · Professional & Technical Services

$8M in assets, 123 participants

Pond Lehocky LLP's Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust reported $8M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,734 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#10,734
in Professional & Technical Services (20,321 peers)
+35.0%
assets growth YoY

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,212,632 Top 46% higher than 54% 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

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust 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. Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust reported net income rose from -$831K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust reported participants rose from 118 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464224793 · Pond Lehocky LLP PY 2023 · 401(k)

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust · $8M · 123 · 54th

  • PART $8M
  • PART 123
  • PART 54th
  • PART 401(k)
  • PART near Holt Homes, Inc. 401(k) Plan
  • PART ind #10734

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 Pennsylvania →

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Pond Lehocky LLP 401(k) Profit Sharing Plan and TrustPond Lehocky LLP 401(k) Prof…$8MHolt Homes, Inc. 401(k) Plan$8MData Intensity LLC 401(k) Retirement PlanData Intensity LLC 401(k) Re…$8MAgility Robotics 401(k) Plan$8MBuffalo Land Retirement Plan$8M
End-of-year total assets ($M) among Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN464224793
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pond Lehocky LLP)

Sponsor-wide plan assets over time

All Pond Lehocky LLP plans reported in each filing year

Latest sponsor-wide plan assets
$10M 65.49163159279232% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.08M $10.1M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 118 $6M
2023 1 123 $8M
2024 1 136 $10M

Nearby 401(k) Plans in Pennsylvania

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

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008212632 · Participants: 123Pond Lehocky LLP 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Holt Homes, Inc. 401(k) Plan in WA ($8M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust assets move in 2023?
Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust surged - up 35.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Pond Lehocky LLP plan assets changed over time?
Across 3 plan years on file (2022-2024), Pond Lehocky LLP's sponsor-wide assets grew 65.5%, from $6M to $10M.
Which 401(k) plans are similar in size to Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Holt Homes, Inc. 401(k) Plan in WA ($8M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Pond Lehocky LLP 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M in assets).