Profit Sharing · DOL Form 5500 · 2024

Edward Lemkin, Cpa Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
42nd
Percentile by assets National rank
$2.5M
Avg per participant High balance/head
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Official DOL plan name: Edward Lemkin, Cpa Profit Sharing Plan · Sponsored by Edward Lemkin, Cpa · Connecticut · Professional & Technical Services

$5M in assets, 2 participants

Edward Lemkin, Cpa's Edward Lemkin, Cpa Profit Sharing Plan reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,041 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Edward Lemkin, Cpa Profit Sharing Plan holds $5M for 2 participants - about $2.5M per participant, in the lower half of filed plans by assets.

#8,041
in Professional & Technical Services (20,173 peers)
+2.3%
assets growth YoY

Edward Lemkin, Cpa Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Edward Lemkin, Cpa Profit Sharing Plan vs every filed plan by assets

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

$5,097,873 42nd percentile higher than 42% 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

Edward Lemkin, Cpa 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. Edward Lemkin, Cpa Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edward Lemkin, Cpa Profit Sharing Plan reported net income fell from $131K in the plan year 2023 filing to $116K in the plan year 2024 filing.
  • Edward Lemkin, Cpa Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060887374 · Edward Lemkin, Cpa PY 2024 · Profit Sharing

Edward Lemkin, Cpa Profit Sharing Plan · $5M · 2 · 42nd

  • RANK $5M
  • RANK 2
  • RANK 42nd
  • RANK Profit Sharing
  • RANK near North American Security Retirement Plan
  • RANK ind #8041

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 Connecticut →

Edward Lemkin, Cpa Profit Sharing Plan in the asset neighbourhood

Erie Neighborhood House 403(b)Erie Neighborhood House 403(…$5MEdward Lemkin, Cpa Profit Sharing PlanEdward Lemkin, Cpa Profit Sh…$5MNorth American Security Retirement PlanNorth American Security Reti…$5MMorrell's Electro Plating Co., Inc. Profit Sharing PlanMorrell's Electro Plating Co…$5MSouth Lyon Medical Center Tax Deferred Annuity PlanSouth Lyon Medical Center Ta…$5M
End-of-year total assets ($M) among Edward Lemkin, Cpa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$116K
Employer EIN060887374
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Edward Lemkin, Cpa)

Sponsor-wide plan assets over time

All Edward Lemkin, Cpa plans reported in each filing year

Latest sponsor-wide plan assets
$5M 5.0937734820240435% vs 2022
2024 filing year
$4.8M$4.9M$5M$5.1M$5.2M 202220232024 $4.85M $5.1M ▲ +5.2%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $5M
2024 1 2 $5M

Nearby Profit Sharing Plans in Connecticut

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

Edward Lemkin, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Edward Lemkin, Cpa Profit Sharing Plan, Total assets ($B): 0.005097873 · Participants: 2Edward Lemkin, Cpa Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Edward Lemkin, Cpa Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Edward Lemkin, Cpa Profit Sharing Plan side-by-side with 3 peers →

Edward Lemkin, Cpa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is North American Security Retirement Plan in OK ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Edward Lemkin, Cpa Profit Sharing Plan assets move in 2024? ▼
Edward Lemkin, Cpa Profit Sharing Plan edged up modestly - up 2.3% during 2024, from $5M to $5M. Reported net income was $116K.
How have Edward Lemkin, Cpa plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edward Lemkin, Cpa's sponsor-wide assets grew 5.1%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Edward Lemkin, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is North American Security Retirement Plan in OK ($5M, 504 participants).
Which Profit Sharing plans cover a similar participant headcount to Edward Lemkin, Cpa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 060887374.

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.