401(k) · DOL Form 5500 · 2022
Lancer Financial Group, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 361
- Participants Below avg headcount
Official DOL plan name: Lancer Financial Group, Inc. 401(k) Profit Sharing · Sponsored by Lancer Financial Group, Inc. · New York · Finance & Insurance
N/A in assets, 361 participants
Lancer Financial Group, Inc.'s Lancer Financial Group, Inc. 401(k) Profit Sharing reported N/A in total assets and 361 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in New York
Lancer Financial Group, Inc. 401(k) Profit Sharing covers 361 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: N/A.
- -$21M
- reported net income
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lancer Financial Group, Inc. 401(k) Profit Sharing among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lancer Financial Group, Inc. 401(k) Profit Sharing sits mid-pack in the medium band (361 participants).
Form 5500 schedule snapshot
Filing strip 133303060 · Lancer Financial Group, Inc. PY 2022 · 401(k)
Lancer Financial Group, Inc. 401(k) Profit Sharing · N/A · 361
- 5500 N/A
- ASSETS 361
- PCT PY 2022
- EIN 401(k)
- RANK near Arbor Management Group, LLC 401(k) Plan
- PHOTO -$21M
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 Finance & Insurance retirement plans → · Plans in New York →
New York filing particulars
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$21M |
| Employer EIN | 133303060 |
| Plan Effective Date | 1985-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Lancer Financial Group, Inc. 401(k) Profit Sharing's closest out-of-state 401(k) peers by headcount
Outside New York, the nearest 401(k) by covered participants is Arbor Management Group, LLC 401(k) Plan in NE (361 participants; this filing: 361 participants).
Similar participant headcount
Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.
- Arbor Management Group, LLC 401(k) Plan (NE) 361 · 0 off
- Salina Vortex Employees' Retirement Plan (KS) 361 · 0 off
- Toyotomi America Corporation 401(k) Plan (KY) 361 · 0 off
- Nathan Adelson Hospice, Inc. 401(k) Plan (NV) 361 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.