Profit Sharing · DOL Form 5500 · 2024
Balaban, Levinson, Costigan & Wasilik PC Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $361,703
- Avg per participant High balance/head
Official DOL plan name: Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust · Sponsored by Balaban, Levinson, Costigan & Wasilik PC · Colorado · Professional & Technical Services
$1M in assets, 3 participants
Balaban, Levinson, Costigan & Wasilik PC's Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,801 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust holds $1M for 3 participants - about $361,703 per participant, among the smaller plans by assets on file.
- #3,801
- in Professional & Technical Services (20,173 peers)
- +6.7%
- assets growth YoY
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust among the smaller filed plans by assets
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,085,109 24th percentile higher than 24% 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
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust reported net income rose from $6K in the plan year 2023 filing to $68K in the plan year 2024 filing.
- Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 840776428 · Balaban, Levinson, Costigan & Wasilik PC PY 2024 · Profit Sharing
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust · $1M · 3 · 24th
- 5500 $1M
- 5500 3
- 5500 24th
- 5500 Profit Sharing
- 5500 near Spring House Window & Door, Inc. Retirement Plan
- 5500 ind #3801
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 Colorado →
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $68K |
| Employer EIN | 840776428 |
| Plan Effective Date | 1988-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Balaban, Levinson, Costigan & Wasilik PC)
Sponsor-wide plan assets over time
All Balaban, Levinson, Costigan & Wasilik PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 7.348423917398492% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $1M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
Balaban Levinson Costigan & Wasilik PC Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Spring House Window & Door, Inc. Retirement Plan in PA ($1M); by covered participants it is Amm Restaurant Corp. Retirement Plan in MO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Bdm Mortgage Services, Inc. Profit Sharing Plan (CA) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.