401(k) · DOL Form 5500 · 2024
Robert Charles Lesser & Co., LLC 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $255,715
- Avg per participant Above avg balance/head
Official DOL plan name: Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust · Sponsored by Robert Charles Lesser & Co., LLC · Maryland · Real Estate
$26M in assets, 100 participants
Robert Charles Lesser & Co., LLC's Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust reported $26M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #4,052 in Real Estate (4,605 peers)
Coverage in Maryland
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust covers 100 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $26M.
- #4,052
- in Real Estate (4,605 peers)
- +22.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust's outsized position by total assets
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,571,530 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 522334830 · Robert Charles Lesser & Co., LLC PY 2024 · 401(k)
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust · $26M · 100 · 75th
- SCH $26M
- EBSA 100
- PART 75th
- TYPE 401(k)
- NET near Asset Marketing Services 401(k) Retirement Plan
- BOOK ind #4052
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 Real Estate retirement plans → · Plans in Maryland →
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $5M |
| Employer EIN | 522334830 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robert Charles Lesser & Co., LLC)
Sponsor-wide plan assets over time
All Robert Charles Lesser & Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 58.057694096617105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $16M |
| 2023 | 1 | 100 | $21M |
| 2024 | 1 | 100 | $26M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Robert Charles Lesser & Co., LLC Cash or Deferred Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Asset Marketing Services 401(k) Retirement Plan in MN ($26M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Asset Marketing Services 401(k) Retirement Plan (MN) $26M · 249
- Environmental Tectonics Corp Retirement Savings Plan (PA) $26M · 118
- Bucklin Tractor & Implement Co., Inc. 401(k) Profit Sharing Plan & Trust (KS) $26M · 199
- The Centers for Families and Children Defined Contribution Retirement Plan (OH) $26M · 603
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Controltek 401(k) Profit Sharing Plan (WA) 100 · 0 off
- Vaughn, Silverberg and Associates Profit Sharing Plan (TX) 100 · 0 off
- Streetsquash, Inc. 401(k) Profit Sharing Plan & Trust (NY) 100 · 0 off
- Amerisci Group 401(k) Retirement Plan (VA) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.