401(k) · DOL Form 5500 · 2022

Longbridge Financial LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
258
Participants Below avg headcount
61st
Percentile by assets National rank
$32,274
Avg per participant Low balance/head
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Official DOL plan name: Longbridge Financial LLC 401(k) Profit Sharing Plan · Sponsored by Longbridge Financial LLC · New Jersey · Professional & Technical Services

$8M in assets, 258 participants

Longbridge Financial LLC's Longbridge Financial LLC 401(k) Profit Sharing Plan reported $8M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,818 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Longbridge Financial LLC 401(k) Profit Sharing Plan covers 258 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#12,818
in Professional & Technical Services (21,562 peers)
+29.0%
assets growth YoY

Longbridge Financial LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Longbridge Financial LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,326,788 Top 39% higher than 61% of 139,123 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 2022

Longbridge Financial LLC 401(k) Profit Sharing Plan 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. Longbridge Financial LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (258 participants).

Plan-year Form 5500 strip

Filing strip 460530020 · Longbridge Financial LLC PY 2022 · 401(k)

Longbridge Financial LLC 401(k) Profit Sharing Plan · $8M · 258 · 61st

  • SCH $8M
  • EBSA 258
  • PART 61st
  • TYPE 401(k)
  • NET near Ace/Avant 401(k) Retirement Plan
  • BOOK ind #12818

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 New Jersey →

Longbridge Financial LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Longbridge Financial LLC 401(k) Profit Sharing PlanLongbridge Financial LLC 401…$8MAce/Avant 401(k) Retirement PlanAce/Avant 401(k) Retirement …$8MTroxler Electronic Laboratories, Inc. 401(k) Profit Sharing PlanTroxler Electronic Laborator…$8MPolaris Engineering 401(k) PlanPolaris Engineering 401(k) P…$8MFranklin State Bank & Trust Co. 401(k) PlanFranklin State Bank & Trust …$8M
End-of-year total assets ($M) among Longbridge Financial LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN460530020
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longbridge Financial LLC)

Sponsor-wide plan assets over time

All Longbridge Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 161.52745812671105% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.33M $21.8M ▲ +161.5%
Year Plans Participants Total Assets
2022 1 258 $8M
2023 1 399 $16M
2024 1 429 $22M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Longbridge Financial LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Longbridge Financial LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008326788 · Participants: 258Longbridge Financial LLC 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Longbridge Financial LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Longbridge Financial LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Longbridge Financial LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ace/Avant 401(k) Retirement Plan in NC ($8M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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.

Frequently Asked Questions

How did Longbridge Financial LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Longbridge Financial LLC 401(k) Profit Sharing Plan grew sharply - up 29.0% during 2022, from $6M to $8M. Reported net income was $2M.
How have Longbridge Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longbridge Financial LLC's sponsor-wide assets grew 161.5%, from $8M to $22M.
Which 401(k) plans are similar in size to Longbridge Financial LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ace/Avant 401(k) Retirement Plan in NC ($8M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Longbridge Financial LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460530020.

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.