401(k) · DOL Form 5500 · 2023

Italia & Lemp, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
34th
Percentile by assets National rank
$294,787
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valbridge Property Advisors Hartford 401(k) Plan · Sponsored by Italia & Lemp, Inc. · Connecticut · Real Estate

$3M in assets, 9 participants

Italia & Lemp, Inc.'s Valbridge Property Advisors Hartford 401(k) Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,544 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Valbridge Property Advisors Hartford 401(k) Plan ranks #2,544 of 4,727 2023 filers by assets (979% of the sector average)-$3M for 9 participants.

#2,544
in Real Estate (4,727 peers)
+14.1%
assets growth YoY

Valbridge Property Advisors Hartford 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Valbridge Property Advisors Hartford 401(k) Plan vs every filed plan by assets

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

$2,653,081 34th percentile higher than 34% 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

Valbridge Property Advisors Hartford 401(k) 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. Valbridge Property Advisors Hartford 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valbridge Property Advisors Hartford 401(k) Plan reported net income rose from $270K in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • Valbridge Property Advisors Hartford 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061370658 · Italia & Lemp, Inc. PY 2023 · 401(k)

Valbridge Property Advisors Hartford 401(k) Plan · $3M · 9 · 34th

  • EIN $3M
  • EIN 9
  • EIN 34th
  • EIN 401(k)
  • EIN near Bamboo Technologies, Inc. Retirement Trust
  • EIN ind #2544

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 Real Estate retirement plans → · Plans in Connecticut →

Valbridge Property Advisors Hartford 401(k) Plan in the asset neighbourhood

Valbridge Property Advisors Hartford 401(k) PlanValbridge Property Advisors …$3MBamboo Technologies, Inc. Retirement TrustBamboo Technologies, Inc. Re…$3MAalto Scientific, Ltd. 401(k) PlanAalto Scientific, Ltd. 401(k…$3MRemington Advertising Agency 401(k) PlanRemington Advertising Agency…$3MTaktl, LLC 401(k) Plan$3M
End-of-year total assets ($M) among Valbridge Property Advisors Hartford 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$328K
Employer EIN061370658
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Italia & Lemp, Inc.)

Sponsor-wide plan assets over time

All Italia & Lemp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 14.08461181885654% vs 2022
2023 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M$2.7M 20222023 $2.33M $2.65M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 9 $2M
2023 1 9 $3M

Nearby 401(k) Plans in Connecticut

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

Valbridge Property Advisors Hartford 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Valbridge Property Advisors Hartford 401(k) Plan, Total assets ($B): 0.002653081 · Participants: 9Valbridge Property Advisors Hartford 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Valbridge Property Advisors Hartford 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Valbridge Property Advisors Hartford 401(k) Plan side-by-side with 3 peers →

Valbridge Property Advisors Hartford 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Bamboo Technologies, Inc. Retirement Trust in OR ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 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 (9 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 Valbridge Property Advisors Hartford 401(k) Plan assets move in 2023? ▼
Valbridge Property Advisors Hartford 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $2M to $3M. Reported net income was $328K.
How have Italia & Lemp, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Italia & Lemp, Inc.'s sponsor-wide assets grew 14.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Valbridge Property Advisors Hartford 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bamboo Technologies, Inc. Retirement Trust in OR ($3M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Valbridge Property Advisors Hartford 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 061370658.

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.