401(k) · DOL Form 5500 · 2024

Richard J Lynne Cpa P C 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
28th
Percentile by assets National rank
$419,617
Avg per participant High balance/head
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Official DOL plan name: Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust · Sponsored by Richard J Lynne Cpa P C · New York · Professional & Technical Services

$2M in assets, 4 participants

Richard J Lynne Cpa P C's Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,662 in Professional & Technical Services (20,173 peers)

Richard J Lynne Cpa P C multi-year trail

Richard J Lynne Cpa P C's plans moved +47.4% in assets from 2022 to 2024; this filing shows Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#4,662
in Professional & Technical Services (20,173 peers)
+19.2%
assets growth YoY

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,678,466 28th percentile higher than 28% of 123,620 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 2024

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 113123716 · Richard J Lynne Cpa P C PY 2024 · 401(k)

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust · $2M · 4 · 28th

  • 5500 $2M
  • ASSETS 4
  • PCT 28th
  • EIN 401(k)
  • RANK near Maly Roofing Savings and Retirement Plan
  • PHOTO ind #4662

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 →

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & TrustRichard J Lynne Cpa P C 401(…$2MMaly Roofing Savings and Retirement PlanMaly Roofing Savings and Ret…$2MAmeritex Industries Corp 401(k) Profit Sharing Plan & TrustAmeritex Industries Corp 401…$2MKeer America Corporation 401(k) PlanKeer America Corporation 401…$2MMsdz, Inc. Profit Sharing PlanMsdz, Inc. Profit Sharing Pl…$2M
End-of-year total assets ($M) among Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Richard J Lynne Cpa P C multi-year asset trail

Sponsor-wide plan assets over time

All Richard J Lynne Cpa P C plans reported in each filing year

Latest sponsor-wide plan assets
$2M 47.388876546473% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.14M $1.68M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Richard J Lynne Cpa P C filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$270K
Employer EIN113123716
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001678466 · Participants: 4Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Maly Roofing Savings and Retirement Plan in WI ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust grew sharply - up 19.2% during 2024, from $1M to $2M. Reported net income was $270K.
How have Richard J Lynne Cpa P C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard J Lynne Cpa P C's sponsor-wide assets grew 47.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Maly Roofing Savings and Retirement Plan in WI ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Richard J Lynne Cpa P C 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 113123716.

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.