Profit Sharing · DOL Form 5500 · 2024
Liebert & Liebert Cpa Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $388,520
- Avg per participant High balance/head
Official DOL plan name: Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC · Sponsored by Liebert & Liebert Cpa · Oregon · Professional & Technical Services
$3M in assets, 9 participants
Liebert & Liebert Cpa's Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,651 in Professional & Technical Services (20,173 peers)
Liebert & Liebert Cpa multi-year trail
Liebert & Liebert Cpa's plans moved +48.9% in assets from 2022 to 2024; this filing shows Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC at $3M / 9 participants.
- #6,651
- in Professional & Technical Services (20,173 peers)
- +18.2%
- assets growth YoY
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC's mid-pack asset rank among Professional & Technical Services and all filers
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,496,681 36th percentile higher than 36% 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
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC reported net income fell from $611K in the plan year 2023 filing to $538K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930659412 · Liebert & Liebert Cpa PY 2024 · Profit Sharing
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC · $3M · 9 · 36th
- BOOK $3M
- BOOK 9
- BOOK 36th
- BOOK Profit Sharing
- BOOK near Mark E. Seitelman Law Offices, P.C. Profit Sharing Plan and Trust
- BOOK ind #6651
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 Oregon →
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC in the asset neighbourhood
Liebert & Liebert Cpa multi-year asset trail
Sponsor-wide plan assets over time
All Liebert & Liebert Cpa plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 48.904111397420316% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 9 | $3M |
Liebert & Liebert Cpa filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $538K |
| Employer EIN | 930659412 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Oregon
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Les Schwab Profit Sharing Retirement Plan $865M · 5,738
- Legacy Health Defined Contribution Retirement Plan $817M · 12,025
- Willamette University Defined Contribution Retirement Plan $212M · 730
- The Hoffman Employee Retirement Income Plan $191M · 634
- Tuality Healthcare Performance Retirement Plan - 403(b) $120M · 1,263
Liebert & Liebert Profit Sharing Plan Liebert & Liebert Cpa LLC's out-of-state Profit Sharing peers by assets and headcount
Outside Oregon, the nearest Profit Sharing by assets is Mark E. Seitelman Law Offices, P.C. Profit Sharing Plan and Trust in NY ($3M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.