Profit Sharing · DOL Form 5500 · 2024

Mitchell J. Lipcon Profit Sharing Plan

Data updated 2026-08-25

$628K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$627,990
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitchell J. Lipcon Profit Sharing Keogh Plan · Sponsored by Mitchell J. Lipcon · Florida · Professional & Technical Services

$628K in assets, 1 participants

Mitchell J. Lipcon's Mitchell J. Lipcon Profit Sharing Keogh Plan reported $628K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,988 in Professional & Technical Services (20,173 peers)

2024 asset change

Mitchell J. Lipcon Profit Sharing Keogh Plan pulled back noticeably 10.8% in 2024 ($704K → $628K) for 1 participant.

#2,988
in Professional & Technical Services (20,173 peers)
-10.8%
assets change YoY

The plan reported a net loss of $76K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mitchell J. Lipcon Profit Sharing Keogh Plan among the smaller filed plans by assets

Mitchell J. Lipcon Profit Sharing Keogh Plan vs every filed plan by assets

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

$627,990 19th percentile higher than 19% 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

Mitchell J. Lipcon Profit Sharing Keogh 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. Mitchell J. Lipcon Profit Sharing Keogh Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mitchell J. Lipcon Profit Sharing Keogh Plan reported net income fell from $7K in the plan year 2023 filing to -$76K in the plan year 2024 filing.
  • Mitchell J. Lipcon Profit Sharing Keogh Plan end-of-year assets fell from $704K in the plan year 2023 filing to $628K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 592531288 · Mitchell J. Lipcon PY 2024 · Profit Sharing

Mitchell J. Lipcon Profit Sharing Keogh Plan · $628K · 1 · 19th

  • VS-ST $628K
  • VS-ST 1
  • VS-ST 19th
  • VS-ST Profit Sharing
  • VS-ST near Falcon Wealth Management Inc. Retirement Plan
  • VS-ST ind #2988

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 Florida →

Mitchell J. Lipcon Profit Sharing Keogh Plan in the asset neighbourhood

Mitchell J. Lipcon Profit Sharing Keogh PlanMitchell J. Lipcon Profit Sh…$628KFalcon Wealth Management Inc. Retirement PlanFalcon Wealth Management Inc…$628KElite Venture Corp. Retirement PlanElite Venture Corp. Retireme…$628KWjucnu Holding Inc. Retirement PlanWjucnu Holding Inc. Retireme…$628KPenelope's Friends Inc. Retirement PlanPenelope's Friends Inc. Reti…$628K
End-of-year total assets ($M) among Mitchell J. Lipcon Profit Sharing Keogh Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Mitchell J. Lipcon years around the 2024 move

Sponsor-wide plan assets over time

All Mitchell J. Lipcon plans reported in each filing year

Latest sponsor-wide plan assets
$628K 9.890532472209825% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M 202220232024 $0.7M $0.63M ▼ -10.0%
Year Plans Participants Total Assets
2022 1 1 $697K
2023 1 1 $704K
2024 1 1 $628K

2024 asset-move particulars

Total Assets (Beginning of Year)$704K
Net Assets (End of Year)$628K
Net Income-$76K
Employer EIN592531288
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

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

Mitchell J. Lipcon Profit Sharing Keogh Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Mitchell J. Lipcon Profit Sharing Keogh Plan, Total assets ($B): 0.00062799 · Participants: 1Mitchell J. Lipcon Profit Sharing Keogh PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Mitchell J. Lipcon Profit Sharing Keogh Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Mitchell J. Lipcon Profit Sharing Keogh Plan side-by-side with 3 peers →

Mitchell J. Lipcon Profit Sharing Keogh Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Falcon Wealth Management Inc. Retirement Plan in OK ($628K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($628K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Mitchell J. Lipcon Profit Sharing Keogh Plan assets move in 2024? ▼
Mitchell J. Lipcon Profit Sharing Keogh Plan pulled back noticeably - down 10.8% during 2024, from $704K to $628K. Reported net income was -$76K.
How have Mitchell J. Lipcon plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell J. Lipcon's sponsor-wide assets declined 9.9%, from $697K to $628K.
Where does Mitchell J. Lipcon Profit Sharing Keogh Plan rank by assets among Form 5500 filers? ▼
Mitchell J. Lipcon Profit Sharing Keogh Plan ranks in the 19th percentile by end-of-year assets among 123,622 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 Mitchell J. Lipcon Profit Sharing Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Falcon Wealth Management Inc. Retirement Plan in OK ($628K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Mitchell J. Lipcon Profit Sharing Keogh Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 592531288.

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.