401(k) · DOL Form 5500 · 2022

Locust Wood Capital Advisers, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
32nd
Percentile by assets National rank
$132,592
Avg per participant Near avg balance/head
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Official DOL plan name: Locust Wood Capital Advisers, LLC 401(k) Plan · Sponsored by Locust Wood Capital Advisers, LLC · New York · Finance & Insurance

$2M in assets, 13 participants

Locust Wood Capital Advisers, LLC's Locust Wood Capital Advisers, LLC 401(k) Plan reported $2M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,969 in Finance & Insurance (9,261 peers)

Locust Wood Capital Advisers, LLC multi-year trail

Locust Wood Capital Advisers, LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Locust Wood Capital Advisers, LLC 401(k) Plan at $2M / 13 participants.

#1,969
in Finance & Insurance (9,261 peers)
-9.3%
assets change YoY

The plan reported a net loss of $177K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Locust Wood Capital Advisers, LLC 401(k) Plan among the smaller filed plans by assets

Locust Wood Capital Advisers, LLC 401(k) Plan vs every filed plan by assets

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

$1,723,698 32nd percentile higher than 32% 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

Locust Wood Capital Advisers, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locust Wood Capital Advisers, LLC 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 020608893 · Locust Wood Capital Advisers, LLC PY 2022 · 401(k)

Locust Wood Capital Advisers, LLC 401(k) Plan · $2M · 13 · 32nd

  • EIN $2M
  • RANK 13
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Pezant Corp. Retirement Plan
  • 5500 ind #1969

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 →

Locust Wood Capital Advisers, LLC 401(k) Plan in the asset neighbourhood

Locust Wood Capital Advisers, LLC 401(k) PlanLocust Wood Capital Advisers…$2MPezant Corp. Retirement Plan$2MTms Neuro Solutions LLC 401(k) PlanTms Neuro Solutions LLC 401(…$2MFelker Pharmacy 401(k) Plan$2MAb Specialties, Inc. Profit Sharing PlanAb Specialties, Inc. Profit …$2M
End-of-year total assets ($M) among Locust Wood Capital Advisers, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Locust Wood Capital Advisers, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Locust Wood Capital Advisers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.952166794879382% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.72M $2.15M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 13 $2M
2024 1 12 $2M

Locust Wood Capital Advisers, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$177K
Employer EIN020608893
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Locust Wood Capital Advisers, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Locust Wood Capital Advisers, LLC 401(k) Plan, Total assets ($B): 0.001723698 · Participants: 13Locust Wood Capital Advisers, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Locust Wood Capital Advisers, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Locust Wood Capital Advisers, LLC 401(k) Plan side-by-side with 3 peers →

Locust Wood Capital Advisers, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pezant Corp. Retirement Plan in NC ($2M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Locust Wood Capital Advisers, LLC 401(k) Plan assets move in 2022? ▼
Locust Wood Capital Advisers, LLC 401(k) Plan pulled back noticeably - down 9.3% during 2022, from $2M to $2M. Reported net income was -$177K.
How have Locust Wood Capital Advisers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locust Wood Capital Advisers, LLC's sponsor-wide assets grew 25.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Locust Wood Capital Advisers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pezant Corp. Retirement Plan in NC ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Locust Wood Capital Advisers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 020608893.

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.