Profit Sharing · DOL Form 5500 · 2024

Lombardi & Lombardi, P.a. Profit Sharing Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
23
Participants Small participant base
72nd
Percentile by assets National rank
$957,447
Avg per participant High balance/head
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Official DOL plan name: Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust · Sponsored by Lombardi & Lombardi, P.a. · New Jersey · Professional & Technical Services

$22M in assets, 23 participants

Lombardi & Lombardi, P.a.'s Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust reported $22M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,442 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust holds $22M for 23 participants - about $957,447 per participant, above the median plan by assets.

#14,442
in Professional & Technical Services (20,173 peers)
+5.1%
assets growth YoY

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust's outsized position by total assets

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs every filed plan by assets

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

$22,021,283 Top 28% higher than 72% 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

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust reported net income rose from $520K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222369867 · Lombardi & Lombardi, P.a. PY 2024 · Profit Sharing

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust · $22M · 23 · 72nd

  • NET $22M
  • NET 23
  • NET 72nd
  • NET Profit Sharing
  • NET near I.a.T.S.E. Local No. 6 Profit Sharing Plan
  • NET ind #14442

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 Jersey →

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust in the asset neighbourhood

Thomas, Bennett & Hunter, Inc. Employee Profit Sharing PlanThomas, Bennett & Hunter, In…$22MCenter for Human Services, Inc. Employee Pension PlanCenter for Human Services, I…$22MLocal 463 Entenmann's Salesperson's Trust FundLocal 463 Entenmann's Salesp…$22MLombardi & Lombardi, P.a. Profit Sharing Plan & TrustLombardi & Lombardi, P.a. Pr…$22MI.a.T.S.E. Local No. 6 Profit Sharing PlanI.a.T.S.E. Local No. 6 Profi…$22M
End-of-year total assets ($M) among Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN222369867
Plan Effective Date1983-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lombardi & Lombardi, P.a.)

Sponsor-wide plan assets over time

All Lombardi & Lombardi, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 7.8126628631543875% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M$22.5M 202220232024 $20.4M $22M ▲ +7.8%
Year Plans Participants Total Assets
2022 1 23 $20M
2023 1 23 $21M
2024 1 23 $22M

Nearby Profit Sharing Plans in New Jersey

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

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust, Total assets ($B): 0.022021283 · Participants: 23Lombardi & Lombardi, P.a. Profit Sharing Plan & TrustErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust side-by-side with 3 peers →

Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is I.a.T.S.E. Local No. 6 Profit Sharing Plan in MI ($22M); by covered participants it is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust assets move in 2024? ▼
Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust grew at a solid clip - up 5.1% during 2024, from $21M to $22M. Reported net income was $1M.
How have Lombardi & Lombardi, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lombardi & Lombardi, P.a.'s sponsor-wide assets grew 7.8%, from $20M to $22M.
Which Profit Sharing plans are similar in size to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is I.a.T.S.E. Local No. 6 Profit Sharing Plan in MI ($22M, 798 participants).
Which Profit Sharing plans cover a similar participant headcount to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Univision of Puerto Rico Inc.,Union Savings Plan in PR (23 participants, N/A 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 222369867.

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.