Defined Benefit (Pension) · DOL Form 5500 · 2023

Lipworth Diamond Corp. Pension Plan

Data updated 2026-08-25

$416K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$207,989
Avg per participant Above avg balance/head
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Official DOL plan name: Lipworth Diamond Corp. Cash Balance Plan · Sponsored by Lipworth Diamond Corp. · New York · Wholesale Trade

$416K in assets, 2 participants

Lipworth Diamond Corp.'s Lipworth Diamond Corp. Cash Balance Plan reported $416K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #506 in Wholesale Trade (6,309 peers)

Lipworth Diamond Corp. multi-year trail

Lipworth Diamond Corp.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows Lipworth Diamond Corp. Cash Balance Plan at $416K / 2 participants.

#506
in Wholesale Trade (6,309 peers)
+32.6%
assets growth YoY

Lipworth Diamond Corp. Cash Balance Plan among the smaller filed plans by assets

Lipworth Diamond Corp. Cash Balance Plan vs every filed plan by assets

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

$415,978 16th percentile higher than 16% 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

Lipworth Diamond Corp. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lipworth Diamond Corp. Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lipworth Diamond Corp. Cash Balance Plan end-of-year assets rose from $314K in the plan year 2022 filing to $416K in the plan year 2023 filing.
  • Lipworth Diamond Corp. Cash Balance Plan reported net income fell from $142K in the plan year 2022 filing to $102K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133642894 · Lipworth Diamond Corp. PY 2023 · Defined Benefit (Pension)

Lipworth Diamond Corp. Cash Balance Plan · $416K · 2 · 16th

  • EBSA $416K
  • PART 2
  • TYPE 16th
  • NET Defined Benefit (Pension)
  • BOOK near Pro Health Group Inc Defined Benefit Pension Plan
  • VS-ST ind #506

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 Wholesale Trade retirement plans → · Plans in New York →

Lipworth Diamond Corp. Cash Balance Plan in the asset neighbourhood

Lipworth Diamond Corp. Cash Balance PlanLipworth Diamond Corp. Cash …$416KPro Health Group Inc Defined Benefit Pension PlanPro Health Group Inc Defined…$417KBluewater Painting LLC Cash Balance PlanBluewater Painting LLC Cash …$418KDougherty Dental Corporation Defined Benefit Pension PlanDougherty Dental Corporation…$415KInternational Union of Tool Die and Mold Makers Pension PlanInternational Union of Tool …$414K
End-of-year total assets ($M) among Lipworth Diamond Corp. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Lipworth Diamond Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Lipworth Diamond Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$431K 24.78216677815326% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M$0.5M 202220232024 $0.35M $0.43M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 4 $345K
2023 2 4 $450K
2024 2 2 $431K

Lipworth Diamond Corp. filing trail (2023)

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$416K
Net Income$102K
Employer EIN133642894
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lipworth Diamond Corp. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Lipworth Diamond Corp. Cash Balance Plan, Total assets ($B): 0.000415978 · Participants: 2Lipworth Diamond Corp. Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Lipworth Diamond Corp. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Lipworth Diamond Corp. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pro Health Group Inc Defined Benefit Pension Plan in CA ($417K); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

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 Lipworth Diamond Corp. Cash Balance Plan assets move in 2023?
Lipworth Diamond Corp. Cash Balance Plan surged - up 32.6% during 2023, from $314K to $416K. Reported net income was $102K.
How have Lipworth Diamond Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lipworth Diamond Corp.'s sponsor-wide assets grew 24.8%, from $345K to $431K.
Where does Lipworth Diamond Corp. Cash Balance Plan rank by assets among Form 5500 filers?
Lipworth Diamond Corp. Cash Balance Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Lipworth Diamond Corp. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pro Health Group Inc Defined Benefit Pension Plan in CA ($417K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lipworth Diamond Corp. Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K in assets).