Profit Sharing · DOL Form 5500 · 2024

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
190
Participants Below avg headcount
74th
Percentile by assets National rank
$130,996
Avg per participant Near avg balance/head
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Official DOL plan name: Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing · Sponsored by Laughlin, Falbo, Levy & Moresi, LLP · California · Professional & Technical Services

$25M in assets, 190 participants

Laughlin, Falbo, Levy & Moresi, LLP's Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing reported $25M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,933 in Professional & Technical Services (20,173 peers)

Coverage in California

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $25M.

#14,933
in Professional & Technical Services (20,173 peers)
+16.0%
assets growth YoY

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing's outsized position by total assets

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing vs every filed plan by assets

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

$24,889,226 Top 26% higher than 74% 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

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing 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. Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing reported net income rose from $732K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing reported participants rose from 109 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 942950919 · Laughlin, Falbo, Levy & Moresi, LLP PY 2024 · Profit Sharing

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing · $25M · 190 · 74th

  • IND $25M
  • IND 190
  • IND 74th
  • IND Profit Sharing
  • IND near The Bank of Commerce Profit Sharing Plan
  • IND ind #14933

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 California →

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing in the asset neighbourhood

Exacto Spring Corp. Employees' Profit Sharing PlanExacto Spring Corp. Employee…$25MThe Bank of Commerce Profit Sharing PlanThe Bank of Commerce Profit …$25MBattle Ground Academy Pension PlanBattle Ground Academy Pensio…$25MLaughlin, Falbo, Levy & Moresi, LLP Profit SharingLaughlin, Falbo, Levy & More…$25MMilwaukee Center for Independence, Inc. and Affiliates 403(b) PlanMilwaukee Center for Indepen…$25M
End-of-year total assets ($M) among Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN942950919
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Laughlin, Falbo, Levy & Moresi, LLP)

Sponsor-wide plan assets over time

All Laughlin, Falbo, Levy & Moresi, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$54M 19.69540030196553% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.3M $54.3M ▲ +19.7%
Year Plans Participants Total Assets
2022 2 311 $45M
2023 2 290 $48M
2024 2 380 $54M

Nearby Profit Sharing Plans in California

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

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing, Total assets ($B): 0.024889226 · Participants: 190Laughlin, Falbo, Levy & Moresi, LLP Profit SharingScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing side-by-side with 3 peers →

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Bank of Commerce Profit Sharing Plan in ID ($25M); by covered participants it is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing assets move in 2024? ▼
Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing grew sharply - up 16.0% during 2024, from $21M to $25M. Reported net income was $3M.
How have Laughlin, Falbo, Levy & Moresi, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Laughlin, Falbo, Levy & Moresi, LLP's sponsor-wide assets grew 19.7%, from $45M to $54M.
Which Profit Sharing plans are similar in size to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by assets is The Bank of Commerce Profit Sharing Plan in ID ($25M, 142 participants).
Which Profit Sharing plans cover a similar participant headcount to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Serenity Lane Health Services and Affiliated Companies Pension Plan in OR (190 participants, $3M 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 942950919.

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.