How big is Daniel S. Lobel, PHD's plan?

Daniel S. Lobel, PHD's plan reported $2.7M in assets and 2 participants for 2025.

Original filing (PDF)20260521151506NAL0002708611001

Daniel S. Lobel, PHD

Name: Daniel S. Lobel, PHD — Daniel S. Lobel Keogh Plan, Form 5500 (2025)
Creator: Daniel S. Lobel, PHD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel S. Lobel Keogh Plan

Defined-contribution retirement plan · Daniel S. Lobel, PHD's Daniel S. Lobel Keogh Plan held $2.7M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Daniel S. Lobel signed Daniel S. Lobel, PHD's 2025 Form 5500 as plan administrator.

Daniel S. Lobel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Daniel S. Lobel, PHD's EIN is 62-1835307.

EIN 62-1835307

Plan number 001

Plan year 2025

ACK ID 20260521151506NAL0002708611001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Daniel S. Lobel, PHD from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Daniel S. Lobel, PHD's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL S. LOBEL, PHD.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score