401(k) · DOL Form 5500 · 2024
Lionetti Associates LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $91,394
- Avg per participant Below avg balance/head
Official DOL plan name: Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Lionetti Associates LLC · New Jersey · Wholesale Trade
$12M in assets, 134 participants
Lionetti Associates LLC's Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,173 in Wholesale Trade (6,080 peers)
Coverage in New Jersey
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust covers 134 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $12M.
- #3,173
- in Wholesale Trade (6,080 peers)
- +9.9%
- assets growth YoY
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,246,785 Top 40% higher than 60% 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
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust 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. Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $706K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 126 in the plan year 2023 filing to 134 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 223237361 · Lionetti Associates LLC PY 2024 · 401(k)
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust · $12M · 134 · 60th
- EIN $12M
- RANK 134
- PHOTO 60th
- IND 401(k)
- EOY near Stellar Health Management, LLC 401(k) Plan
- 5500 ind #3173
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 223237361 |
| Plan Effective Date | 2003-02-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lionetti Associates LLC)
Sponsor-wide plan assets over time
All Lionetti Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 17.367065592637417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $10M |
| 2023 | 1 | 126 | $11M |
| 2024 | 1 | 134 | $12M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Lionetti Associates LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Stellar Health Management, LLC 401(k) Plan in MA ($12M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.