Profit Sharing · DOL Form 5500 · 2023

Garippa Lotz & Giannuario PC Profit Sharing Plan

Data updated 2026-08-11

$15M
Total assets
11
Participants
67th
Percentile by assets
$1.3M
Avg per participant
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Official DOL plan name: Garippa Lotz & Giannuario PC Profit Sharing Plan · Sponsored by Garippa Lotz & Giannuario PC · New Jersey · Professional & Technical Services

$15M in assets, 11 participants

Garippa Lotz & Giannuario PC's Garippa Lotz & Giannuario PC Profit Sharing Plan reported $15M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • 67th percentile by assets (of 127,072 plans)
  • #13,387 in Professional & Technical Services (20,321 peers)

Garippa Lotz & Giannuario PC multi-year trail

Garippa Lotz & Giannuario PC's plans moved +36.0% in assets from 2022 to 2024; this filing shows Garippa Lotz & Giannuario PC Profit Sharing Plan at $15M / 11 participants.

$15M
total plan assets (2023 EOY)
11
covered participants
67th
percentile by assets (of 127,072 plans)
$1.3M
avg assets per participant

Where Garippa Lotz & Giannuario PC Profit Sharing Plan sits by total assets

Garippa Lotz & Giannuario PC Profit Sharing Plan vs every filed plan by assets

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

$14,544,235 Top 33% higher than 67% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Garippa Lotz & Giannuario PC Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Garippa Lotz & Giannuario PC Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Garippa Lotz & Giannuario PC across 3 plan years on file

Across the 3 plan years Garippa Lotz & Giannuario PC has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $17M, a gain of 36.0%, while reported participants moved from 11 to 11 (+0.0%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($12M).

Garippa Lotz & Giannuario PC multi-year asset trail

$10M$12M$14M$16M$18M 202220232024 $12.1M $16.5M ▲ +35.9%
Total plan assets by year, all Garippa Lotz & Giannuario PC plans on file
Year Plans Participants Total Assets
2022 1 11 $12M
2023 1 11 $15M
2024 1 11 $17M

Garippa Lotz & Giannuario PC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN222089400
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Garippa Lotz & Giannuario PC Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

Garippa Lotz & Giannuario PC Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Garippa Lotz & Giann…Ernst & Young Partne…Operating Engineers …Heavy & General Labo…IBEW Local Union No …Kpmg Partner Retirem…
Garippa Lotz & Giannuario PC Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Garippa Lotz & Giannuario PC Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Garippa Lotz & Giannuario PC Profit Sharing Plan assets move in 2023?
Garippa Lotz & Giannuario PC Profit Sharing Plan grew sharply - up 19.8% during 2023, from $12M to $15M. Reported net income was $2M.
How have Garippa Lotz & Giannuario PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Garippa Lotz & Giannuario PC's sponsor-wide assets grew 36.0%, from $12M to $17M.
Which Profit Sharing plans are similar in size to Garippa Lotz & Giannuario PC Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Allegheny Mineral Company Employee Profit Sharing Plan in PA ($15M, 138 participants).

Next read for Garippa Lotz & Giannuario PC Profit Shar…

Multi-year trail

Ways to act on Garippa Lotz & Giannuario PC Profit Sharing Plan's numbers.