401(k) · DOL Form 5500 · 2022
Lgl Partners LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $113,329
- Avg per participant Below avg balance/head
Official DOL plan name: Lgl Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Lgl Partners LLC · Pennsylvania · Other Services
$3M in assets, 24 participants
Lgl Partners LLC's Lgl Partners LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 24 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #5,096 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Lgl Partners LLC 401(k) Profit Sharing Plan & Trust ranks #5,096 of 8,398 2022 filers by assets (738% of the sector average)-$3M for 24 participants.
- #5,096
- in Other Services (8,398 peers)
- -11.4%
- assets change YoY
The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,719,903 39th percentile higher than 39% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgl Partners LLC 401(k) Profit Sharing Plan & Trust is a small filing (24 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 010968336 · Lgl Partners LLC PY 2022 · 401(k)
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust · $3M · 24 · 39th
- 5500 $3M
- ASSETS 24
- PCT 39th
- EIN 401(k)
- RANK near William T Mccallum Cpa PC Savings Incentive Plan
- PHOTO ind #5096
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 Other Services retirement plans → · Plans in Pennsylvania →
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$351K |
| Employer EIN | 010968336 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lgl Partners LLC)
Sponsor-wide plan assets over time
All Lgl Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 17.347346578168413% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $3M |
| 2023 | 1 | 17 | $2M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is William T Mccallum Cpa PC Savings Incentive Plan in CT ($3M); by covered participants it is Storybook Homes, LLC 401(k) Plan in NV (24 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 (24 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.