401(k) · DOL Form 5500 · 2024

Smolin, Lupin & Co., P.a. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
123
Participants Small participant base
79th
Percentile by assets National rank
$267,900
Avg per participant High balance/head
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Official DOL plan name: Smolin, Lupin & Co. Savings and Investment Plan · Sponsored by Smolin, Lupin & Co., P.a. · New Jersey · Professional & Technical Services

$33M in assets, 123 participants

Smolin, Lupin & Co., P.a.'s Smolin, Lupin & Co. Savings and Investment Plan reported $33M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #15,930 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Smolin, Lupin & Co. Savings and Investment Plan covers 123 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $33M.

#15,930
in Professional & Technical Services (20,173 peers)
+6.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smolin, Lupin & Co. Savings and Investment Plan's outsized position by total assets

Smolin, Lupin & Co. Savings and Investment Plan vs every filed plan by assets

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

$32,951,736 Top 21% higher than 79% 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

Smolin, Lupin & Co. Savings and Investment 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. Smolin, Lupin & Co. Savings and Investment Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smolin, Lupin & Co. Savings and Investment Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Smolin, Lupin & Co. Savings and Investment Plan reported participants rose from 113 in the plan year 2023 filing to 123 in the plan year 2024 filing.
  • Smolin, Lupin & Co. Savings and Investment Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222258733 · Smolin, Lupin & Co., P.a. PY 2024 · 401(k)

Smolin, Lupin & Co. Savings and Investment Plan · $33M · 123 · 79th

  • BOOK $33M
  • BOOK 123
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Satake USA Inc. 401(k) Plan
  • BOOK ind #15930

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 →

Smolin, Lupin & Co. Savings and Investment Plan in the asset neighbourhood

Centric Software, Inc. 401(k) PlanCentric Software, Inc. 401(k…$33MSmolin, Lupin & Co. Savings and Investment PlanSmolin, Lupin & Co. Savings …$33MSatake USA Inc. 401(k) Plan$33MMast-Jaegermeister US, Inc. 401(k) PlanMast-Jaegermeister US, Inc. …$33MPremier Magnesia LLC Savings and Profit Sharing PlanPremier Magnesia LLC Savings…$33M
End-of-year total assets ($M) among Smolin, Lupin & Co. Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN222258733
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smolin, Lupin & Co., P.a.)

Sponsor-wide plan assets over time

All Smolin, Lupin & Co., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 25.430876135522617% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.3M $33M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 95 $26M
2023 1 113 $31M
2024 1 123 $33M

Nearby 401(k) Plans in New Jersey

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

Smolin, Lupin & Co. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Smolin, Lupin & Co. Savings and Investment Plan, Total assets ($B): 0.032951736 · Participants: 123Smolin, Lupin & Co. Savings and Investment PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Smolin, Lupin & Co. Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Smolin, Lupin & Co. Savings and Investment Plan side-by-side with 3 peers →

Smolin, Lupin & Co. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Satake USA Inc. 401(k) Plan in TX ($33M); by covered participants it is App Annie 401(k) Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Smolin, Lupin & Co. Savings and Investment Plan assets move in 2024? ▼
Smolin, Lupin & Co. Savings and Investment Plan grew at a solid clip - up 6.5% during 2024, from $31M to $33M. Reported net income was $2M.
How have Smolin, Lupin & Co., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smolin, Lupin & Co., P.a.'s sponsor-wide assets grew 25.4%, from $26M to $33M.
Where does Smolin, Lupin & Co. Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Smolin, Lupin & Co. Savings and Investment Plan ranks in the 79th 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 Smolin, Lupin & Co. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Satake USA Inc. 401(k) Plan in TX ($33M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Smolin, Lupin & Co. Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is App Annie 401(k) Plan in CA (123 participants, $12M 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 222258733.

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.