Profit Sharing · DOL Form 5500 · 2024

Lk&pgt Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$230K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$115,027
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lk&pgt Investments, Inc. Profit Sharing Plan · Sponsored by Lk&pgt Investments, Inc. · Connecticut · Food Services & Accommodation

$230K in assets, 2 participants

Lk&pgt Investments, Inc.'s Lk&pgt Investments, Inc. Profit Sharing Plan reported $230K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,079 in Food Services & Accommodation (3,672 peers)

Lk&pgt Investments, Inc. multi-year trail

Lk&pgt Investments, Inc.'s plans moved -16.2% in assets from 2023 to 2024; this filing shows Lk&pgt Investments, Inc. Profit Sharing Plan at $230K / 2 participants.

#1,079
in Food Services & Accommodation (3,672 peers)
-16.2%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lk&pgt Investments, Inc. Profit Sharing Plan among the smaller filed plans by assets

Lk&pgt Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$230,054 11th percentile higher than 11% 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

Lk&pgt Investments, Inc. 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. Lk&pgt Investments, Inc. 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

  • Lk&pgt Investments, Inc. Profit Sharing Plan reported net income fell from $275K in the plan year 2023 filing to -$45K in the plan year 2024 filing.
  • Lk&pgt Investments, Inc. Profit Sharing Plan end-of-year assets fell from $275K in the plan year 2023 filing to $230K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 923187157 · Lk&pgt Investments, Inc. PY 2024 · Profit Sharing

Lk&pgt Investments, Inc. Profit Sharing Plan · $230K · 2 · 11th

  • ASSETS $230K
  • PCT 2
  • EIN 11th
  • RANK Profit Sharing
  • PHOTO near Essex Technology Group, Inc. Employee Stock Ownership Plan
  • IND ind #1079

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 Food Services & Accommodation retirement plans → · Plans in Connecticut →

Lk&pgt Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Lk&pgt Investments, Inc. Profit Sharing PlanLk&pgt Investments, Inc. Pro…$230KEssex Technology Group, Inc. Employee Stock Ownership PlanEssex Technology Group, Inc.…$230KExit Strategy Ventures Inc. Retirement PlanExit Strategy Ventures Inc. …$230KRio Bravo Wealth Strategies Inc. Retirement PlanRio Bravo Wealth Strategies …$230KAlgar Painting Perfection, Inc. Retirement PlanAlgar Painting Perfection, I…$230K
End-of-year total assets ($M) among Lk&pgt Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Lk&pgt Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lk&pgt Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230K 16.236173110112652% vs 2023
2024 filing year
$0.22M$0.24M$0.26M$0.28M 20232024 $0.27M $0.23M ▼ -14.8%
Year Plans Participants Total Assets
2023 1 2 $275K
2024 1 2 $230K

Lk&pgt Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$275K
Net Assets (End of Year)$230K
Net Income-$45K
Employer EIN923187157
Plan Effective Date2023-03-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

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

Lk&pgt Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Lk&pgt Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.000230054 · Participants: 2Lk&pgt Investments, Inc. Profit Sharing PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Lk&pgt Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Lk&pgt Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lk&pgt Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Essex Technology Group, Inc. Employee Stock Ownership Plan in NJ ($230K); 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 Lk&pgt Investments, Inc. Profit Sharing Plan assets move in 2024? ▼
Lk&pgt Investments, Inc. Profit Sharing Plan declined sharply - down 16.2% during 2024, from $275K to $230K. Reported net income was -$45K.
How have Lk&pgt Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lk&pgt Investments, Inc.'s sponsor-wide assets declined 16.2%, from $275K to $230K.
Where does Lk&pgt Investments, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lk&pgt Investments, Inc. Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lk&pgt Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Essex Technology Group, Inc. Employee Stock Ownership Plan in NJ ($230K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Lk&pgt Investments, Inc. 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 923187157.

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.