Profit Sharing · DOL Form 5500 · 2024
Louis Bellotti Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti · Sponsored by Louis Bellotti · New Jersey · Healthcare & Social Assistance
$5M in assets, 3 participants
Louis Bellotti's Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti reported $5M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,575 in Healthcare & Social Assistance (16,916 peers)
Louis Bellotti multi-year trail
Louis Bellotti's plans moved +55.8% in assets from 2022 to 2024; this filing shows Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti at $5M / 3 participants.
- #7,575
- in Healthcare & Social Assistance (16,916 peers)
- +24.4%
- assets growth YoY
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti's mid-pack asset rank among Healthcare & Social Assistance and all filers
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,943,746 42nd percentile higher than 42% 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
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti reported net income rose from $801K in the plan year 2023 filing to $970K in the plan year 2024 filing.
DOL schedule card
Filing strip 222270984 · Louis Bellotti PY 2024 · Profit Sharing
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti · $5M · 3 · 42nd
- PART $5M
- PART 3
- PART 42nd
- PART Profit Sharing
- PART near Avox Systems Retirement Savings Plan
- PART ind #7575
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti in the asset neighbourhood
Louis Bellotti multi-year asset trail
Sponsor-wide plan assets over time
All Louis Bellotti plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 55.82121748514831% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 3 | $5M |
Louis Bellotti filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $970K |
| Employer EIN | 222270984 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,666
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.6B · 8,865
- Operating Engineers Local 825 Profit Sharing Fund $1.5B · 10,365
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
Charles Schwab-Custodian-Keogh Profit Sharing Plan-Louis Bellotti's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Avox Systems Retirement Savings Plan in NY ($5M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.