Profit Sharing · DOL Form 5500 · 2024
Lombardi & Lombardi, P.a. Profit Sharing Plan
Data updated 2026-07-24
- $22M
- Total assets
- 23
- Participants
- 72nd
- Percentile by assets
- $957,447
- Avg per participant
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.
- 72nd percentile by assets (of 116,472 plans)
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.
- $22M
- total plan assets (2024 EOY)
- 23
- covered participants
- 72nd
- percentile by assets (of 116,472 plans)
- $957,447
- avg assets per participant
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.
Profit Sharing filing for Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust
Profit Sharing filing for plan year 2024: EIN 222369867 ; effective since 1983-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $1M |
| Employer EIN | 222369867 |
| Plan Effective Date | 1983-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lombardi & Lombardi, P.a.)
| 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
- 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
- IBEW Local Union No 102 Surety Plan $685M · 2,382
- Kpmg Partner Retirement Savings Plan $524M · 1,704
- Cooper Health System, Inc. Defined Contribution Retirement Plan $359M · 7,208
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust assets move in 2024? ▼
How have Lombardi & Lombardi, P.a. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust? ▼
Next read for Lombardi & Lombardi, P.a. Profit Sharing…
Filing takeaways
Ways to act on Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust's numbers.
- By total assets, Lombardi & Lombardi, P.a. Profit Sharing Plan & Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Lombardi & Lombardi, P.a.'s sponsor-wide assets have grown 7.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.