401(k) · DOL Form 5500 · 2024

Meltzer, Lippe, Goldstein & Breitstone, LLP 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
137
Participants Small participant base
82nd
Percentile by assets National rank
$300,041
Avg per participant High balance/head
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Official DOL plan name: Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) · Sponsored by Meltzer, Lippe, Goldstein & Breitstone, LLP · New York · Professional & Technical Services

$41M in assets, 137 participants

Meltzer, Lippe, Goldstein & Breitstone, LLP's Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) reported $41M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,601 in Professional & Technical Services (20,173 peers)

Coverage in New York

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $41M.

#16,601
in Professional & Technical Services (20,173 peers)
+15.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))'s outsized position by total assets

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) vs every filed plan by assets

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

$41,105,603 Top 18% higher than 82% 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

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) 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. Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) reported participants rose from 130 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113581269 · Meltzer, Lippe, Goldstein & Breitstone, LLP PY 2024 · 401(k)

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) · $41M · 137 · 82nd

  • 5500 $41M
  • ASSETS 137
  • PCT 82nd
  • EIN 401(k)
  • RANK near Wausau Tile Retirement & Savings Plan
  • PHOTO ind #16601

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 →

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) in the asset neighbourhood

Adhesives Research, Inc. Deferred Savings PlanAdhesives Research, Inc. Def…$41MMeltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))Meltzer,Lippe,Goldstein & Br…$41MAdvanced Sciences and Technologies, LLC 401(k) PlanAdvanced Sciences and Techno…$41MThriveworks 401(k) Plan$41MWausau Tile Retirement & Savings PlanWausau Tile Retirement & Sav…$41M
End-of-year total assets ($M) among Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN113581269
Plan Effective Date1992-01-01
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $35M $48.4M ▲ +38.2%
Year Plans Participants Total Assets
2022 2 252 $35M
2023 2 227 $42M
2024 2 253 $48M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)), Total assets ($B): 0.041105603 · Participants: 137Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) side-by-side with 3 peers →

Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wausau Tile Retirement & Savings Plan in WI ($41M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) assets move in 2024? ▼
Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) grew sharply - up 15.0% during 2024, from $36M to $41M. Reported net income was $5M.
How have Meltzer, Lippe, Goldstein & Breitstone, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Meltzer, Lippe, Goldstein & Breitstone, LLP's sponsor-wide assets grew 38.2%, from $35M to $48M.
Where does Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) rank by assets among Form 5500 filers? ▼
Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k)) ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by assets is Wausau Tile Retirement & Savings Plan in WI ($41M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Meltzer,Lippe,Goldstein & Breitstone,LLP Profit Sharing Plan (401(k))? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 113581269.

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.