401(k) · DOL Form 5500 · 2024
Lopata, Flegel & Company LLP 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $420,274
- Avg per participant High balance/head
Official DOL plan name: Lopata, Flegel & Company LLP 401(k) Plan · Sponsored by Lopata, Flegel & Company LLP · Missouri · Professional & Technical Services
$13M in assets, 32 participants
Lopata, Flegel & Company LLP's Lopata, Flegel & Company LLP 401(k) Plan reported $13M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,304 in Professional & Technical Services (20,173 peers)
Lopata, Flegel & Company LLP multi-year trail
Lopata, Flegel & Company LLP's plans moved +45.6% in assets from 2022 to 2024; this filing shows Lopata, Flegel & Company LLP 401(k) Plan at $13M / 32 participants.
- #12,304
- in Professional & Technical Services (20,173 peers)
- +17.9%
- assets growth YoY
Lopata, Flegel & Company LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lopata, Flegel & Company LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,448,760 Top 38% higher than 62% 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
Lopata, Flegel & Company LLP 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lopata, Flegel & Company LLP 401(k) Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lopata, Flegel & Company LLP 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Lopata, Flegel & Company LLP 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lopata, Flegel & Company LLP 401(k) Plan reported participants fell from 33 in the plan year 2023 filing to 32 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 431552002 · Lopata, Flegel & Company LLP PY 2024 · 401(k)
Lopata, Flegel & Company LLP 401(k) Plan · $13M · 32 · 62nd
- SCH $13M
- SCH 32
- SCH 62nd
- SCH 401(k)
- SCH near Virginia Green 401(k) Plan
- SCH ind #12304
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 Missouri →
Lopata, Flegel & Company LLP 401(k) Plan in the asset neighbourhood
Lopata, Flegel & Company LLP multi-year asset trail
Sponsor-wide plan assets over time
All Lopata, Flegel & Company LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 45.63294774402969% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $9M |
| 2023 | 1 | 33 | $11M |
| 2024 | 1 | 32 | $13M |
Lopata, Flegel & Company LLP filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 431552002 |
| Plan Effective Date | 1990-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Lopata, Flegel & Company LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Virginia Green 401(k) Plan in VA ($13M); by covered participants it is Red Collar Pet Foods, Inc. Retirement Plan in TN (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Virginia Green 401(k) Plan (VA) $13M · 340
- Mhala 403(b) Plan (CA) $13M · 469
- Data Exchange Corp 401(k) Plan (CA) $13M · 75
- Whc Employees' 401(k) Retirement Plan (LA) $13M · 847
Similar participant headcount
Nearest other-state filings by covered participants (32 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.