Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-07-24

$25M
Total assets: 190
Participants: 74th
Percentile by assets: $130,996
Avg per participant

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.

74th percentile by assets (of 116,472 plans)

Coverage in California

Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing covers 190 participants in California, about 30% of the average California filer (state average ~637 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY): 190
covered participants: 74th
percentile by assets (of 116,472 plans): $130,996
avg assets per participant

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 →

State

California

Industry

Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing reports 190 participants - about 30% of that state average ($25M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$25M
Net Income	$3M
Employer EIN	942950919
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Laughlin, Falbo, Levy & Moresi, LLP plans on file

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

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Laughlin, Falbo, Levy & Moresi, LLP Prof… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing by total assets, not by location.

The Bank of Commerce Profit Sharing Plan (ID) $25M · 142
Battle Ground Academy Pension Plan (TN) $25M · 256
Exacto Spring Corp. Employees' Profit Sharing Plan (WI) $25M · 160
Milwaukee Center for Independence, Inc. and Affiliates 403(b) Plan (WI) $25M · 730

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).

Next read for Laughlin, Falbo, Levy & Moresi, LLP Prof…

Filing takeaways

Ways to act on Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing's numbers.

By total assets, Laughlin, Falbo, Levy & Moresi, LLP Profit Sharing ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
Laughlin, Falbo, Levy & Moresi, LLP's sponsor-wide assets have grown 19.7% 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 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.