Profit Sharing · DOL Form 5500 · 2024

Lusitano Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-06

$738K
Total assets
6
Participants
21st
Percentile by assets
$123,006
Avg per participant
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Official DOL plan name: Lusitano Enterprises, Inc. Profit Sharing Plan · Sponsored by Lusitano Enterprises, Inc. · New York · Construction

$738K in assets, 6 participants

Lusitano Enterprises, Inc.'s Lusitano Enterprises, Inc. Profit Sharing Plan reported $738K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 116,472 plans)

Lusitano Enterprises, Inc. multi-year trail

Lusitano Enterprises, Inc.'s plans moved +38.6% in assets from 2022 to 2024; this filing shows Lusitano Enterprises, Inc. Profit Sharing Plan at $738K / 6 participants.

$738K
total plan assets (2024 EOY)
6
covered participants
21st
percentile by assets (of 116,472 plans)
$123,006
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lusitano Enterprises, Inc. Profit Sharing Plan end-of-year assets rose from $640K in the plan year 2023 filing to $738K in the plan year 2024 filing.
  • Lusitano Enterprises, Inc. Profit Sharing Plan reported net income fell from $108K in the plan year 2023 filing to $98K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Lusitano Enterprises, Inc. across 3 plan years on file

Across the 3 plan years Lusitano Enterprises, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $532K to $738K, a gain of 38.6%, while reported participants moved from 6 to 6 (+0.0%). Peak year by sponsor assets: 2024 ($738K); trough: 2022 ($532K).

Lusitano Enterprises, Inc. multi-year asset trail

$0.5M$0.6M$0.7M$0.8M 202220232024 $0.53M $0.74M ▲ +39.6%
Total plan assets by year, all Lusitano Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 1 6 $532K
2023 1 6 $640K
2024 1 6 $738K

Lusitano Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$640K
Net Assets (End of Year)$738K
Net Income$98K
Employer EIN113222651
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Lusitano Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Lusitano Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lusitano Enterprises…Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Rochester Regional H…Mason Tenders Distri…
Lusitano Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Lusitano Enterprises, Inc. Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Lusitano Enterprises, Inc. Profit Sharing Plan assets move in 2024?
Lusitano Enterprises, Inc. Profit Sharing Plan grew sharply - up 15.3% during 2024, from $640K to $738K. Reported net income was $98K.
How have Lusitano Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lusitano Enterprises, Inc.'s sponsor-wide assets grew 38.6%, from $532K to $738K.
Where does Lusitano Enterprises, Inc. Profit Sharing Plan rank by assets among Form 5500 filers?
Lusitano Enterprises, Inc. Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lusitano Enterprises, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Medha Kids Tech Inc. Retirement Plan in CT ($738K, 3 participants).

Next read for Lusitano Enterprises, Inc. Profit Sharin…

Multi-year trail

Ways to act on Lusitano Enterprises, Inc. Profit Sharing Plan's numbers.

  • By total assets, Lusitano Enterprises, Inc. Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
  • Lusitano Enterprises, Inc.'s sponsor-wide assets have grown 38.6% since 2022 across 3 plan years on file. More Construction plans

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 113222651.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.