401(k) · DOL Form 5500 · 2024

Lippe Taylor, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
187
Participants Below avg headcount
65th
Percentile by assets National rank
$82,418
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lippe Taylor, LLC 401(k) Plan · Sponsored by Lippe Taylor, LLC · New York · Professional & Technical Services

$15M in assets, 187 participants

Lippe Taylor, LLC's Lippe Taylor, LLC 401(k) Plan reported $15M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,933 in Professional & Technical Services (20,173 peers)

Coverage in New York

Lippe Taylor, LLC 401(k) Plan covers 187 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $15M.

#12,933
in Professional & Technical Services (20,173 peers)
+6.7%
assets growth YoY

Lippe Taylor, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lippe Taylor, LLC 401(k) Plan vs every filed plan by assets

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

$15,412,221 Top 35% higher than 65% 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

Lippe Taylor, LLC 401(k) Plan 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. Lippe Taylor, LLC 401(k) Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lippe Taylor, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $980K in the plan year 2024 filing.
  • Lippe Taylor, LLC 401(k) Plan reported participants fell from 202 in the plan year 2023 filing to 187 in the plan year 2024 filing.
  • Lippe Taylor, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133517421 · Lippe Taylor, LLC PY 2024 · 401(k)

Lippe Taylor, LLC 401(k) Plan · $15M · 187 · 65th

  • EBSA $15M
  • EBSA 187
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near Milwaukee Public Museum, Inc. 401(k) Savings Plan
  • EBSA ind #12933

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 →

Lippe Taylor, LLC 401(k) Plan in the asset neighbourhood

Lippe Taylor, LLC 401(k) Plan$15MMilwaukee Public Museum, Inc. 401(k) Savings PlanMilwaukee Public Museum, Inc…$15MJ.M. Wilson Corporation Savings PlanJ.M. Wilson Corporation Savi…$15MTree Island Wire (USA), Inc. 401(k) PlanTree Island Wire (USA), Inc.…$15MOhnstad Twichell, P.C. Safe Harbor 401(k) Profit Sharing PlanOhnstad Twichell, P.C. Safe …$15M
End-of-year total assets ($M) among Lippe Taylor, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$980K
Employer EIN133517421
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lippe Taylor, LLC)

Sponsor-wide plan assets over time

All Lippe Taylor, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.06340631364973% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $15.4M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 189 $11M
2023 1 202 $14M
2024 1 187 $15M

Nearby 401(k) Plans in New York

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

Lippe Taylor, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lippe Taylor, LLC 401(k) Plan, Total assets ($B): 0.015412221 · Participants: 187Lippe Taylor, LLC 401(k) PlanIBM 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
Lippe Taylor, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lippe Taylor, LLC 401(k) Plan side-by-side with 3 peers →

Lippe Taylor, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Milwaukee Public Museum, Inc. 401(k) Savings Plan in WI ($15M); by covered participants it is Pats Aircraft, LLC 401(k) Plan in DE (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Lippe Taylor, LLC 401(k) Plan assets move in 2024? ▼
Lippe Taylor, LLC 401(k) Plan grew at a solid clip - up 6.7% during 2024, from $14M to $15M. Reported net income was $980K.
How have Lippe Taylor, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lippe Taylor, LLC's sponsor-wide assets grew 38.1%, from $11M to $15M.
Which 401(k) plans are similar in size to Lippe Taylor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milwaukee Public Museum, Inc. 401(k) Savings Plan in WI ($15M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Lippe Taylor, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pats Aircraft, LLC 401(k) Plan in DE (187 participants, $38M 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 133517421.

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.