Profit Sharing · DOL Form 5500 · 2024

Drs. Lebovic, Schwimer & Goldberg Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
18
Participants Small participant base
42nd
Percentile by assets National rank
$276,660
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan of Lebovic, Schwimer & Goldberg · Sponsored by Drs. Lebovic, Schwimer & Goldberg · California · Healthcare & Social Assistance

$5M in assets, 18 participants

Drs. Lebovic, Schwimer & Goldberg's Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported $5M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,611 in Healthcare & Social Assistance (16,916 peers)

Drs. Lebovic, Schwimer & Goldberg multi-year trail

Drs. Lebovic, Schwimer & Goldberg's plans moved +27.4% in assets from 2022 to 2024; this filing shows Profit Sharing Plan of Lebovic, Schwimer & Goldberg at $5M / 18 participants.

#7,611
in Healthcare & Social Assistance (16,916 peers)
+9.8%
assets growth YoY

Profit Sharing Plan of Lebovic, Schwimer & Goldberg's mid-pack asset rank among Healthcare & Social Assistance and all filers

Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs every filed plan by assets

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

$4,979,888 42nd percentile higher than 42% 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

Profit Sharing Plan of Lebovic, Schwimer & Goldberg among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan of Lebovic, Schwimer & Goldberg is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported net income fell from $626K in the plan year 2023 filing to $446K in the plan year 2024 filing.
  • Profit Sharing Plan of Lebovic, Schwimer & Goldberg end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Profit Sharing Plan of Lebovic, Schwimer & Goldberg reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 954082760 · Drs. Lebovic, Schwimer & Goldberg PY 2024 · Profit Sharing

Profit Sharing Plan of Lebovic, Schwimer & Goldberg · $5M · 18 · 42nd

  • RANK $5M
  • RANK 18
  • RANK 42nd
  • RANK Profit Sharing
  • RANK near Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan
  • RANK ind #7611

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Profit Sharing Plan of Lebovic, Schwimer & Goldberg in the asset neighbourhood

Profit Sharing Plan of Lebovic, Schwimer & GoldbergProfit Sharing Plan of Lebov…$5MRiley, Caldwell, Cork & Alvis, P.a. Profit Sharing PlanRiley, Caldwell, Cork & Alvi…$5MDundee Castings Co. Employees' Profit Sharing PlanDundee Castings Co. Employee…$5MGroup H Capital Corporation Profit Sharing Plan and TrustGroup H Capital Corporation …$5MDr. Raymond Cavaliere Profit Sharing PlanDr. Raymond Cavaliere Profit…$5M
End-of-year total assets ($M) among Profit Sharing Plan of Lebovic, Schwimer & Goldberg and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Drs. Lebovic, Schwimer & Goldberg multi-year asset trail

Sponsor-wide plan assets over time

All Drs. Lebovic, Schwimer & Goldberg plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.420545873707535% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.91M $4.98M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 18 $4M
2023 1 19 $5M
2024 1 18 $5M

Drs. Lebovic, Schwimer & Goldberg filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$446K
Employer EIN954082760
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Profit Sharing Plan of Lebovic, Schwimer & Goldberg, Total assets ($B): 0.004979888 · Participants: 18Profit Sharing Plan of Lebovic, Schwimer & GoldbergScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Profit Sharing Plan of Lebovic, Schwimer & Goldberg vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Profit Sharing Plan of Lebovic, Schwimer & Goldberg side-by-side with 3 peers →

Profit Sharing Plan of Lebovic, Schwimer & Goldberg's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan in MS ($5M); by covered participants it is Conley Partnership Inc. Retirement Plan in OH (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Profit Sharing Plan of Lebovic, Schwimer & Goldberg assets move in 2024? ▼
Profit Sharing Plan of Lebovic, Schwimer & Goldberg grew at a solid clip - up 9.8% during 2024, from $5M to $5M. Reported net income was $446K.
How have Drs. Lebovic, Schwimer & Goldberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drs. Lebovic, Schwimer & Goldberg's sponsor-wide assets grew 27.4%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Profit Sharing Plan of Lebovic, Schwimer & Goldberg? ▼
Among Profit Sharing plans in other states, the closest by assets is Riley, Caldwell, Cork & Alvis, P.a. Profit Sharing Plan in MS ($5M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan of Lebovic, Schwimer & Goldberg? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Conley Partnership Inc. Retirement Plan in OH (18 participants, $3M 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 954082760.

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.