Profit Sharing · DOL Form 5500 · 2024

Lachman & Gorton Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$670,743
Avg per participant High balance/head
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Official DOL plan name: Lachman & Gorton 401(k) Profit Sharing Plan · Sponsored by Lachman & Gorton · New York · Professional & Technical Services

$5M in assets, 7 participants

Lachman & Gorton's Lachman & Gorton 401(k) Profit Sharing Plan reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,717 in Professional & Technical Services (20,173 peers)

Lachman & Gorton multi-year trail

Lachman & Gorton's plans moved +20.3% in assets from 2022 to 2024; this filing shows Lachman & Gorton 401(k) Profit Sharing Plan at $5M / 7 participants.

#7,717
in Professional & Technical Services (20,173 peers)
+11.4%
assets growth YoY

Lachman & Gorton 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lachman & Gorton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,695,204 41st percentile higher than 41% 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

Lachman & Gorton 401(k) 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. Lachman & Gorton 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lachman & Gorton 401(k) Profit Sharing Plan reported net income rose from $313K in the plan year 2023 filing to $480K in the plan year 2024 filing.
  • Lachman & Gorton 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161313010 · Lachman & Gorton PY 2024 · Profit Sharing

Lachman & Gorton 401(k) Profit Sharing Plan · $5M · 7 · 41st

  • BOOK $5M
  • BOOK 7
  • BOOK 41st
  • BOOK Profit Sharing
  • BOOK near Moreton Cares Inc. Retirement Plan
  • BOOK ind #7717

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 New York →

Lachman & Gorton 401(k) Profit Sharing Plan in the asset neighbourhood

Lachman & Gorton 401(k) Profit Sharing PlanLachman & Gorton 401(k) Prof…$5MMoreton Cares Inc. Retirement PlanMoreton Cares Inc. Retiremen…$5MAll Ways Heating & Air Conditioning Employees Profit Sharing PlanAll Ways Heating & Air Condi…$5MJose Kareh Cordero Profit Sharing Retirement PlanJose Kareh Cordero Profit Sh…$5MRidgeview Psychiatric Hospital and Center, Inc. Retirement PlanRidgeview Psychiatric Hospit…$5M
End-of-year total assets ($M) among Lachman & Gorton 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lachman & Gorton multi-year asset trail

Sponsor-wide plan assets over time

All Lachman & Gorton plans reported in each filing year

Latest sponsor-wide plan assets
$5M 20.32980466669708% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.9M $4.7M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 7 $4M
2023 1 7 $4M
2024 1 7 $5M

Lachman & Gorton filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$480K
Employer EIN161313010
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Lachman & Gorton 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Lachman & Gorton 401(k) Profit Sharing Plan, Total assets ($B): 0.004695204 · Participants: 7Lachman & Gorton 401(k) Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Lachman & Gorton 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Lachman & Gorton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lachman & Gorton 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Moreton Cares Inc. Retirement Plan in TX ($5M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Lachman & Gorton 401(k) Profit Sharing Plan assets move in 2024? ▼
Lachman & Gorton 401(k) Profit Sharing Plan grew at a solid clip - up 11.4% during 2024, from $4M to $5M. Reported net income was $480K.
How have Lachman & Gorton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lachman & Gorton's sponsor-wide assets grew 20.3%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Lachman & Gorton 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Moreton Cares Inc. Retirement Plan in TX ($5M, 50 participants).
Which Profit Sharing plans cover a similar participant headcount to Lachman & Gorton 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 161313010.

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.