Profit Sharing · DOL Form 5500 · 2024
Meltzer, Lippe, Goldstein & Breitstone, LLP Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $63,058
- Avg per participant Low balance/head
Official DOL plan name: Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP · Sponsored by Meltzer, Lippe, Goldstein & Breitstone, LLP · New York · Professional & Technical Services
$7M in assets, 116 participants
Meltzer, Lippe, Goldstein & Breitstone, LLP's Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported $7M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,541 in Professional & Technical Services (20,173 peers)
Coverage in New York
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #9,541
- in Professional & Technical Services (20,173 peers)
- +18.6%
- assets growth YoY
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP's mid-pack asset rank among Professional & Technical Services and all filers
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,314,682 49th percentile higher than 49% 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
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported participants rose from 97 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 113581269 · Meltzer, Lippe, Goldstein & Breitstone, LLP PY 2024 · Profit Sharing
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP · $7M · 116 · 49th
- TYPE $7M
- TYPE 116
- TYPE 49th
- TYPE Profit Sharing
- TYPE near Martin Teitelbaum Construction, Inc. Profit Sharing Plan and Trust
- TYPE ind #9541
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 York →
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 113581269 |
| Plan Effective Date | 1971-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meltzer, Lippe, Goldstein & Breitstone, LLP)
Sponsor-wide plan assets over time
All Meltzer, Lippe, Goldstein & Breitstone, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 38.20880332945959% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 252 | $35M |
| 2023 | 2 | 227 | $42M |
| 2024 | 2 | 253 | $48M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Profit Sharing Retirement Plan of Meltzer, Lippe, Goldstein & Breitstone, LLP's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Martin Teitelbaum Construction, Inc. Profit Sharing Plan and Trust in CA ($7M); by covered participants it is H & T Medicals, Incorporated Retirement Plan in RI (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- H & T Medicals, Incorporated Retirement Plan (RI) 116 · 0 off
- Social Finance, Inc. 403(b) Plan (MA) 116 · 0 off
- Silvercar, Inc. 401(k) Plan (TX) 116 · 0 off
- Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust (NJ) 116 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.