Profit Sharing · DOL Form 5500 · 2024

Steven B. Lieberman Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2
Participants Small participant base
36th
Percentile by assets National rank
$1.8M
Avg per participant High balance/head
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Official DOL plan name: Steven B. Lieberman Profit Sharing Plan · Sponsored by Steven B. Lieberman · New Jersey · Professional & Technical Services

$4M in assets, 2 participants

Steven B. Lieberman's Steven B. Lieberman Profit Sharing Plan reported $4M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,679 in Professional & Technical Services (20,173 peers)

Steven B. Lieberman multi-year trail

Steven B. Lieberman's plans moved +32.0% in assets from 2022 to 2024; this filing shows Steven B. Lieberman Profit Sharing Plan at $4M / 2 participants.

#6,679
in Professional & Technical Services (20,173 peers)
+18.5%
assets growth YoY

Steven B. Lieberman Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Steven B. Lieberman Profit Sharing Plan vs every filed plan by assets

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

$3,529,586 36th percentile higher than 36% 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

Steven B. Lieberman Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Steven B. Lieberman Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Steven B. Lieberman Profit Sharing Plan reported net income rose from $305K in the plan year 2023 filing to $551K in the plan year 2024 filing.
  • Steven B. Lieberman Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223405341 · Steven B. Lieberman PY 2024 · Profit Sharing

Steven B. Lieberman Profit Sharing Plan · $4M · 2 · 36th

  • 5500 $4M
  • ASSETS 2
  • PCT 36th
  • EIN Profit Sharing
  • RANK near Powell B. Gillenwater III, Ltd. Profit Sharing Plan
  • PHOTO ind #6679

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 Jersey →

Steven B. Lieberman Profit Sharing Plan in the asset neighbourhood

Innovative Emergency Management, Inc. Puerto Rico Retirement Savings PlanInnovative Emergency Managem…$4MSteven B. Lieberman Profit Sharing PlanSteven B. Lieberman Profit S…$4MPowell B. Gillenwater III, Ltd. Profit Sharing PlanPowell B. Gillenwater III, L…$4MLucky Scent Inc Profit Sharing PlanLucky Scent Inc Profit Shari…$4MHeller, Heller & Mccoy Profit Sharing PlanHeller, Heller & Mccoy Profi…$4M
End-of-year total assets ($M) among Steven B. Lieberman Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Steven B. Lieberman multi-year asset trail

Sponsor-wide plan assets over time

All Steven B. Lieberman plans reported in each filing year

Latest sponsor-wide plan assets
$4M 32.01564026492999% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.67M $3.53M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $4M

Steven B. Lieberman filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$551K
Employer EIN223405341
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Steven B. Lieberman Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Steven B. Lieberman Profit Sharing Plan, Total assets ($B): 0.003529586 · Participants: 2Steven B. Lieberman Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Steven B. Lieberman Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Steven B. Lieberman Profit Sharing Plan side-by-side with 3 peers →

Steven B. Lieberman Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Powell B. Gillenwater III, Ltd. Profit Sharing Plan in AZ ($4M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Steven B. Lieberman Profit Sharing Plan assets move in 2024? ▼
Steven B. Lieberman Profit Sharing Plan grew sharply - up 18.5% during 2024, from $3M to $4M. Reported net income was $551K.
How have Steven B. Lieberman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Steven B. Lieberman's sponsor-wide assets grew 32.0%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Steven B. Lieberman Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Powell B. Gillenwater III, Ltd. Profit Sharing Plan in AZ ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Steven B. Lieberman Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 223405341.

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.