401(k) · DOL Form 5500 · 2024

Robert L. Lipton Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
167
Participants Small participant base
55th
Percentile by assets National rank
$56,826
Avg per participant Low balance/head
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Official DOL plan name: Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan · Sponsored by Robert L. Lipton Inc. · Florida · Retail Trade

$9M in assets, 167 participants

Robert L. Lipton Inc.'s Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan reported $9M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,241 in Retail Trade (8,048 peers)

Coverage in Florida

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan covers 167 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#5,241
in Retail Trade (8,048 peers)
+3.3%
assets growth YoY

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,489,968 Top 45% higher than 55% 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

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing 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. Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $305K in the plan year 2024 filing.
  • Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan reported participants rose from 147 in the plan year 2023 filing to 167 in the plan year 2024 filing.
  • Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 650131357 · Robert L. Lipton Inc. PY 2024 · 401(k)

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan · $9M · 167 · 55th

  • EOY $9M
  • EOY 167
  • EOY 55th
  • EOY 401(k)
  • EOY near Packaging Personified, Inc. 401(k) Plan
  • EOY ind #5241

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 Retail Trade retirement plans → · Plans in Florida →

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan in the asset neighbourhood

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing PlanRobert L. Lipton Inc. Dba Li…$9MPackaging Personified, Inc. 401(k) PlanPackaging Personified, Inc. …$9MSun Community Federal Credit Union 401(k) PlanSun Community Federal Credit…$9MKnowles Intermediate 401(k) PlanKnowles Intermediate 401(k) …$9MEmergency Groups' Office 401(k) PlanEmergency Groups' Office 401…$9M
End-of-year total assets ($M) among Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$305K
Employer EIN650131357
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert L. Lipton Inc.)

Sponsor-wide plan assets over time

All Robert L. Lipton Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 24.219346187788346% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.64M $9.49M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 120 $8M
2023 1 147 $9M
2024 1 167 $9M

Nearby 401(k) Plans in Florida

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

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan, Total assets ($B): 0.009489968 · Participants: 167Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Packaging Personified, Inc. 401(k) Plan in IL ($9M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan assets move in 2024? ▼
Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan edged up modestly - up 3.3% during 2024, from $9M to $9M. Reported net income was $305K.
How have Robert L. Lipton Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert L. Lipton Inc.'s sponsor-wide assets grew 24.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Packaging Personified, Inc. 401(k) Plan in IL ($9M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Robert L. Lipton Inc. Dba Lipton Toyota 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A 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 650131357.

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.