401(k) · DOL Form 5500 · 2024

Lippes Mathias LLP 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
305
Participants Below avg headcount
84th
Percentile by assets National rank
$167,021
Avg per participant Above avg balance/head
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Official DOL plan name: Lippes Mathias LLP 401(k) Plan · Sponsored by Lippes Mathias LLP · New York · Professional & Technical Services

$51M in assets, 305 participants

Lippes Mathias LLP's Lippes Mathias LLP 401(k) Plan reported $51M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,182 in Professional & Technical Services (20,173 peers)

Coverage in New York

Lippes Mathias LLP 401(k) Plan covers 305 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $51M.

#17,182
in Professional & Technical Services (20,173 peers)
+26.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lippes Mathias LLP 401(k) Plan's outsized position by total assets

Lippes Mathias LLP 401(k) Plan vs every filed plan by assets

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

$50,941,383 Top 16% higher than 84% 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

Lippes Mathias LLP 401(k) 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. Lippes Mathias LLP 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lippes Mathias LLP 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lippes Mathias LLP 401(k) Plan end-of-year assets rose from $40M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Lippes Mathias LLP 401(k) Plan reported participants rose from 281 in the plan year 2023 filing to 305 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161021918 · Lippes Mathias LLP PY 2024 · 401(k)

Lippes Mathias LLP 401(k) Plan · $51M · 305 · 84th

  • EBSA $51M
  • PART 305
  • TYPE 84th
  • NET 401(k)
  • BOOK near Class Produce Group, LLC Profit Sharing Plan
  • VS-ST ind #17182

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 York →

Lippes Mathias LLP 401(k) Plan in the asset neighbourhood

Lippes Mathias LLP 401(k) PlanLippes Mathias LLP 401(k) Pl…$51MClass Produce Group, LLC Profit Sharing PlanClass Produce Group, LLC Pro…$51MThe Bellevue Hospital 401(k) PlanThe Bellevue Hospital 401(k)…$51MMillennium 401(k) Plan$51MLbc Investment and Retirement PlanLbc Investment and Retiremen…$51M
End-of-year total assets ($M) among Lippes Mathias LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$51M
Net Income$11M
Employer EIN161021918
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lippes Mathias LLP)

Sponsor-wide plan assets over time

All Lippes Mathias LLP plans reported in each filing year

Latest sponsor-wide plan assets
$51M 127.25114723248494% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.4M $50.9M ▲ +127.2%
Year Plans Participants Total Assets
2022 1 210 $22M
2023 1 281 $40M
2024 1 305 $51M

Nearby 401(k) Plans in New York

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

Lippes Mathias LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lippes Mathias LLP 401(k) Plan, Total assets ($B): 0.050941383 · Participants: 305Lippes Mathias LLP 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lippes Mathias LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lippes Mathias LLP 401(k) Plan side-by-side with 3 peers →

Lippes Mathias LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Class Produce Group, LLC Profit Sharing Plan in MD ($51M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Lippes Mathias LLP 401(k) Plan assets move in 2024? ▼
Lippes Mathias LLP 401(k) Plan grew sharply - up 26.1% during 2024, from $40M to $51M. Reported net income was $11M.
How have Lippes Mathias LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lippes Mathias LLP's sponsor-wide assets grew 127.3%, from $22M to $51M.
Where does Lippes Mathias LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Lippes Mathias LLP 401(k) Plan ranks in the 84th 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 Lippes Mathias LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Class Produce Group, LLC Profit Sharing Plan in MD ($51M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Lippes Mathias LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (305 participants, $42M 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 161021918.

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.