401(k) · DOL Form 5500 · 2024
Crespi Landowners, Lc 401(k) Plan
Data updated 2026-08-25
- $934K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $186,759
- Avg per participant Above avg balance/head
Official DOL plan name: David Lifshultz 401(k) Plan · Sponsored by Crespi Landowners, Lc · Florida · Real Estate
$934K in assets, 5 participants
Crespi Landowners, Lc's David Lifshultz 401(k) Plan reported $934K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,810 in Real Estate (4,605 peers)
2024 asset change
David Lifshultz 401(k) Plan pulled back noticeably 10.5% in 2024 ($1M → $934K) for 5 participants.
- #1,810
- in Real Estate (4,605 peers)
- -10.5%
- assets change YoY
The plan reported a net loss of $110K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
David Lifshultz 401(k) Plan among the smaller filed plans by assets
David Lifshultz 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$933,795 23rd percentile higher than 23% 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
David Lifshultz 401(k) 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. David Lifshultz 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- David Lifshultz 401(k) Plan reported net income fell from $8K in the plan year 2023 filing to -$110K in the plan year 2024 filing.
- David Lifshultz 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $934K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 300306216 · Crespi Landowners, Lc PY 2024 · 401(k)
David Lifshultz 401(k) Plan · $934K · 5 · 23rd
- BOOK $934K
- VS-ST 5
- BOY 23rd
- SCH 401(k)
- EBSA near Mgn Tax & Advisory Group 401(k) Plan
- PART ind #1810
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 Real Estate retirement plans → · Plans in Florida →
David Lifshultz 401(k) Plan in the asset neighbourhood
Crespi Landowners, Lc years around the 2024 move
Sponsor-wide plan assets over time
All Crespi Landowners, Lc plans reported in each filing year
- Latest sponsor-wide plan assets
- $934K 9.789068749251298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $1M |
| 2023 | 1 | 5 | $1M |
| 2024 | 1 | 5 | $934K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $934K |
| Net Income | -$110K |
| Employer EIN | 300306216 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
David Lifshultz 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Mgn Tax & Advisory Group 401(k) Plan in OR ($934K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($934K here).
- Mgn Tax & Advisory Group 401(k) Plan (OR) $934K · 3
- Myway Enterprises, Inc. 401(k) Plan (MI) $934K · 3
- Patterson 401(k) Plan (TX) $933K · 20
- Terragreen Dental 401(k) Plan (MO) $934K · 21
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.