Profit Sharing · DOL Form 5500 · 2024
Juanita Lo Ngeo Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 34th
- Percentile by assets National rank
Official DOL plan name: Juanita Lo Ngeo Profit Sharing Retirement Plan · Sponsored by Juanita Lo Ngeo · New York · Healthcare & Social Assistance
$3M in assets, N/A participants
Juanita Lo Ngeo's Juanita Lo Ngeo Profit Sharing Retirement Plan reported $3M in total assets and N/A participants in its 2024 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.
- #5,779 in Healthcare & Social Assistance (16,916 peers)
Juanita Lo Ngeo multi-year trail
Juanita Lo Ngeo's plans moved +165.5% in assets from 2022 to 2024; this filing shows Juanita Lo Ngeo Profit Sharing Retirement Plan at $3M / N/A participants.
- #5,779
- in Healthcare & Social Assistance (16,916 peers)
- +65.5%
- assets growth YoY
Juanita Lo Ngeo Profit Sharing Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Juanita Lo Ngeo Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,985,651 34th percentile higher than 34% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Juanita Lo Ngeo Profit Sharing Retirement Plan reported net income rose from $679K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Juanita Lo Ngeo Profit Sharing Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 112387447 · Juanita Lo Ngeo PY 2024 · Profit Sharing
Juanita Lo Ngeo Profit Sharing Retirement Plan · $3M · N/A · 34th
- NET $3M
- BOOK N/A
- VS-ST 34th
- BOY Profit Sharing
- SCH near Jatinder N Kaushal Md PC Profit Sharing Plan
- EBSA ind #5779
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Juanita Lo Ngeo Profit Sharing Retirement Plan in the asset neighbourhood
Juanita Lo Ngeo multi-year asset trail
Sponsor-wide plan assets over time
All Juanita Lo Ngeo plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 165.49905161474484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $1M |
| 2023 | 1 | N/A | $2M |
| 2024 | 1 | N/A | $3M |
Juanita Lo Ngeo filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 112387447 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Juanita Lo Ngeo Profit Sharing Retirement Plan's closest out-of-state Profit Sharing peers by assets
Outside New York, the nearest Profit Sharing by end-of-year assets is Jatinder N Kaushal Md PC Profit Sharing Plan in IN at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.