Profit Sharing · DOL Form 5500 · 2024
Lynette R. Glockner, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $336K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 14th
- Percentile by assets National rank
- $42,009
- Avg per participant Low balance/head
Official DOL plan name: Lynette R. Glockner, Inc. Retirement Plan · Sponsored by Lynette R. Glockner, Inc. · Virginia · Retail Trade
$336K in assets, 8 participants
Lynette R. Glockner, Inc.'s Lynette R. Glockner, Inc. Retirement Plan reported $336K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.
- #1,897 in Retail Trade (8,048 peers)
Lynette R. Glockner, Inc. multi-year trail
Lynette R. Glockner, Inc.'s plans moved -21.6% in assets from 2022 to 2024; this filing shows Lynette R. Glockner, Inc. Retirement Plan at $336K / 8 participants.
- #1,897
- in Retail Trade (8,048 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lynette R. Glockner, Inc. Retirement Plan among the smaller filed plans by assets
Lynette R. Glockner, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$336,070 14th percentile higher than 14% 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
Lynette R. Glockner, Inc. Retirement 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. Lynette R. Glockner, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lynette R. Glockner, Inc. Retirement Plan reported net income fell from -$23K in the plan year 2023 filing to -$69K in the plan year 2024 filing.
- Lynette R. Glockner, Inc. Retirement Plan end-of-year assets fell from $405K in the plan year 2023 filing to $336K in the plan year 2024 filing.
- Lynette R. Glockner, Inc. Retirement Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 831309299 · Lynette R. Glockner, Inc. PY 2024 · Profit Sharing
Lynette R. Glockner, Inc. Retirement Plan · $336K · 8 · 14th
- PART $336K
- PART 8
- PART 14th
- PART Profit Sharing
- PART near Robin Oxman Md Retirement Plan
- PART ind #1897
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 Retail Trade retirement plans → · Plans in Virginia →
Lynette R. Glockner, Inc. Retirement Plan in the asset neighbourhood
Lynette R. Glockner, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lynette R. Glockner, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $336K 21.55265381580852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $428K |
| 2023 | 1 | 9 | $405K |
| 2024 | 1 | 8 | $336K |
Lynette R. Glockner, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $405K |
|---|---|
| Net Assets (End of Year) | $336K |
| Net Income | -$69K |
| Employer EIN | 831309299 |
| Plan Effective Date | 2018-07-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
Lynette R. Glockner, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Robin Oxman Md Retirement Plan in CA ($336K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336K here).
- Robin Oxman Md Retirement Plan (CA) $336K · 2
- Scooch Enterprises, Inc. Retirement Plan (NJ) $336K · 2
- Mds Enterprises, Inc. Profit Sharing Plan (CO) $336K · 2
- Anelki Ventures, Inc. Profit Sharing Plan (SC) $336K · 1
Similar participant headcount
Nearest other-state filings by covered participants (8 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.