Profit Sharing · DOL Form 5500 · 2024
Lipparelli & Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $510,273
- Avg per participant High balance/head
Official DOL plan name: Lipparelli & Associates, Inc. Profit Sharing Plan · Sponsored by Lipparelli & Associates, Inc. · Nevada · Finance & Insurance
$3M in assets, 6 participants
Lipparelli & Associates, Inc.'s Lipparelli & Associates, Inc. Profit Sharing Plan reported $3M in total assets and 6 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.
- #1,920 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Lipparelli & Associates, Inc. Profit Sharing Plan holds $3M for 6 participants - about $510,273 per participant, in the lower half of filed plans by assets.
- #1,920
- in Finance & Insurance (8,549 peers)
- -2.4%
- 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.
Lipparelli & Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Lipparelli & Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,061,635 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
Lipparelli & Associates, Inc. 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. Lipparelli & Associates, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lipparelli & Associates, Inc. Profit Sharing Plan reported net income fell from $163K in the plan year 2023 filing to -$76K in the plan year 2024 filing.
- Lipparelli & Associates, Inc. Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 880153059 · Lipparelli & Associates, Inc. PY 2024 · Profit Sharing
Lipparelli & Associates, Inc. Profit Sharing Plan · $3M · 6 · 34th
- SCH $3M
- EBSA 6
- PART 34th
- TYPE Profit Sharing
- NET near Compass Retirement Plan
- BOOK ind #1920
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 Finance & Insurance retirement plans → · Plans in Nevada →
Lipparelli & Associates, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$76K |
| Employer EIN | 880153059 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lipparelli & Associates, Inc.)
Sponsor-wide plan assets over time
All Lipparelli & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 2.9097832082437134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $3M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 6 | $3M |
Nearby Profit Sharing Plans in Nevada
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan B $545M · 4,775
- Cement Masons and Plasterers Joint Pension Plan $95M · 545
- James E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and Trust $31M · 30
- Construction Industry and Laborers Defined Contribution Pension Plan $31M · 3,054
- Bricklayers & Allied Craftworkers Local 13 Defined Contribution Pension Plan $31M · 788
Lipparelli & Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Nevada, the nearest Profit Sharing by assets is Compass Retirement Plan in MA ($3M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Compass Retirement Plan (MA) $3M · 135
- Amberoon Inc. Retirement Plan (CA) $3M · 2
- Dorado Beach Golf Management Retirement Plan (PR) $3M · 326
- Cmc, Inc. 401(k) Retirement Plan (KY) $3M · 113
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Genesis Five Inc. Profit Sharing Plan (NC) 6 · 0 off
- Sbr Family Corp. Retirement Plan (CT) 6 · 0 off
- Mcclain Services Incorporated Retirement Plan (PA) 6 · 0 off
- Betta Management Inc. Retirement Plan (NJ) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.