Profit Sharing · DOL Form 5500 · 2024

Costanzo & Lazzaro P.L.L. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
28th
Percentile by assets National rank
$567,023
Avg per participant High balance/head
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Official DOL plan name: Costanzo & Lazzaro Vip Profit Sharing Plan · Sponsored by Costanzo & Lazzaro P.L.L. · Ohio · Professional & Technical Services

$2M in assets, 3 participants

Costanzo & Lazzaro P.L.L.'s Costanzo & Lazzaro Vip Profit Sharing Plan reported $2M in total assets and 3 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.

  • #4,695 in Professional & Technical Services (20,173 peers)

Costanzo & Lazzaro P.L.L. multi-year trail

Costanzo & Lazzaro P.L.L.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Costanzo & Lazzaro Vip Profit Sharing Plan at $2M / 3 participants.

#4,695
in Professional & Technical Services (20,173 peers)
+21.3%
assets growth YoY

Costanzo & Lazzaro Vip Profit Sharing Plan among the smaller filed plans by assets

Costanzo & Lazzaro Vip Profit Sharing Plan vs every filed plan by assets

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

$1,701,069 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

Costanzo & Lazzaro Vip Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Costanzo & Lazzaro Vip Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Costanzo & Lazzaro Vip Profit Sharing Plan reported net income rose from $240K in the plan year 2023 filing to $298K in the plan year 2024 filing.
  • Costanzo & Lazzaro Vip Profit Sharing Plan 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 →

Published 5500 schedule card

Filing strip 341269224 · Costanzo & Lazzaro P.L.L. PY 2024 · Profit Sharing

Costanzo & Lazzaro Vip Profit Sharing Plan · $2M · 3 · 28th

  • ASSETS $2M
  • ASSETS 3
  • ASSETS 28th
  • ASSETS Profit Sharing
  • ASSETS near Teco Profit Sharing Plan
  • ASSETS ind #4695

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 Ohio →

Costanzo & Lazzaro Vip Profit Sharing Plan in the asset neighbourhood

Costanzo & Lazzaro Vip Profit Sharing PlanCostanzo & Lazzaro Vip Profi…$2MTeco Profit Sharing Plan$2MLfmc Retirement Plan (Formerly Luis F. Montijo Pension Plan Money and Profit Sharing Plan)Lfmc Retirement Plan (Former…$2MC. Kevin Mccrindle Profit Sharing PlanC. Kevin Mccrindle Profit Sh…$2MProfit Sharing Plan$2M
End-of-year total assets ($M) among Costanzo & Lazzaro Vip Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Costanzo & Lazzaro P.L.L. multi-year asset trail

Sponsor-wide plan assets over time

All Costanzo & Lazzaro P.L.L. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.2654804252103% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.16M $1.7M ▲ +46.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $2M

Costanzo & Lazzaro P.L.L. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$298K
Employer EIN341269224
Plan Effective Date1984-12-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Costanzo & Lazzaro Vip Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Costanzo & Lazzaro Vip Profit Sharing Plan, Total assets ($B): 0.001701069 · Participants: 3Costanzo & Lazzaro Vip Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Costanzo & Lazzaro Vip Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Costanzo & Lazzaro Vip Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Teco Profit Sharing Plan in MD ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Costanzo & Lazzaro Vip Profit Sharing Plan assets move in 2024?
Costanzo & Lazzaro Vip Profit Sharing Plan grew sharply - up 21.3% during 2024, from $1M to $2M. Reported net income was $298K.
How have Costanzo & Lazzaro P.L.L. plan assets changed over time?
Across 3 plan years on file (2022-2024), Costanzo & Lazzaro P.L.L.'s sponsor-wide assets grew 46.3%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Costanzo & Lazzaro Vip Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Teco Profit Sharing Plan in MD ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Costanzo & Lazzaro Vip Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).