401(k) · DOL Form 5500 · 2023

Lippe Taylor, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
202
Participants Below avg headcount
66th
Percentile by assets National rank
$71,506
Avg per participant Below avg balance/head
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Official DOL plan name: Lippe Taylor, LLC 401(k) Plan · Sponsored by Lippe Taylor, LLC · New York · Professional & Technical Services

$14M in assets, 202 participants

Lippe Taylor, LLC's Lippe Taylor, LLC 401(k) Plan reported $14M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,357 in Professional & Technical Services (20,321 peers)

Coverage in New York

Lippe Taylor, LLC 401(k) Plan covers 202 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $14M.

#13,357
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

Lippe Taylor, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lippe Taylor, LLC 401(k) Plan vs every filed plan by assets

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

$14,444,139 Top 34% higher than 66% 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

Lippe Taylor, LLC 401(k) 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. Lippe Taylor, LLC 401(k) Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lippe Taylor, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lippe Taylor, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Lippe Taylor, LLC 401(k) Plan reported participants rose from 189 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133517421 · Lippe Taylor, LLC PY 2023 · 401(k)

Lippe Taylor, LLC 401(k) Plan · $14M · 202 · 66th

  • IND $14M
  • IND 202
  • IND 66th
  • IND 401(k)
  • IND near Northern Human Services 403(b) Plan
  • IND ind #13357

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 →

Lippe Taylor, LLC 401(k) Plan in the asset neighbourhood

Lippe Taylor, LLC 401(k) Plan$14MNorthern Human Services 403(b) PlanNorthern Human Services 403(…$14MF&e Aircraft Maintenance 401(k) PlanF&e Aircraft Maintenance 401…$14MFamily & Children's Aid, Inc. Retirement PlanFamily & Children's Aid, Inc…$14MGenerations Community Federal Credit Union 401(k) PlanGenerations Community Federa…$14M
End-of-year total assets ($M) among Lippe Taylor, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN133517421
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lippe Taylor, LLC)

Sponsor-wide plan assets over time

All Lippe Taylor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.06340631364973% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $15.4M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 189 $11M
2023 1 202 $14M
2024 1 187 $15M

Nearby 401(k) Plans in New York

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

Lippe Taylor, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lippe Taylor, LLC 401(k) Plan, Total assets ($B): 0.014444139 · Participants: 202Lippe Taylor, LLC 401(k) PlanIBM 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
Lippe Taylor, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lippe Taylor, LLC 401(k) Plan side-by-side with 3 peers →

Lippe Taylor, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Northern Human Services 403(b) Plan in NH ($14M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Lippe Taylor, LLC 401(k) Plan assets move in 2023? ▼
Lippe Taylor, LLC 401(k) Plan grew sharply - up 29.4% during 2023, from $11M to $14M. Reported net income was $3M.
How have Lippe Taylor, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lippe Taylor, LLC's sponsor-wide assets grew 38.1%, from $11M to $15M.
Which 401(k) plans are similar in size to Lippe Taylor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northern Human Services 403(b) Plan in NH ($14M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Lippe Taylor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 133517421.

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.