401(k) · DOL Form 5500 · 2022

Lbm Advantage Inc 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
108
Participants Small participant base
78th
Percentile by assets National rank
$196,324
Avg per participant Above avg balance/head
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Official DOL plan name: Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lbm Advantage Inc · New York · Wholesale Trade

$21M in assets, 108 participants

Lbm Advantage Inc's Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported $21M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,227 in Wholesale Trade (6,843 peers)

Coverage in New York

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $21M.

#5,227
in Wholesale Trade (6,843 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$21,202,986 Top 22% higher than 78% 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

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust 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. Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (108 participants).

EBSA filing schedule strip

Filing strip 141498340 · Lbm Advantage Inc PY 2022 · 401(k)

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust · $21M · 108 · 78th

  • NET $21M
  • BOOK 108
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Kanzaki 401(k) Plan
  • EBSA ind #5227

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 Wholesale Trade retirement plans → · Plans in New York →

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lbm Advantage Inc 401(k) Profit Sharing Plan & TrustLbm Advantage Inc 401(k) Pro…$21MKanzaki 401(k) Plan$21MRadiology Medical Group, Inc. 401(k) Profit Sharing PlanRadiology Medical Group, Inc…$21MBridgers and Paxton's 401(k) Employee Retirement PlanBridgers and Paxton's 401(k)…$21MDoppelmayr USA, Inc. 401(k) Retirement SavingsDoppelmayr USA, Inc. 401(k) …$21M
End-of-year total assets ($M) among Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN141498340
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbm Advantage Inc)

Sponsor-wide plan assets over time

All Lbm Advantage Inc plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.13053519914601% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26.3M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 120 $25M
2024 1 112 $26M

Nearby 401(k) Plans in New York

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

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.021202986 · Participants: 108Lbm Advantage Inc 401(k) Profit Sharing Plan & TrustIBM 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
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kanzaki 401(k) Plan in MA ($21M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.7% during 2022, from $25M to $21M. Reported net income was -$3M.
How have Lbm Advantage Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbm Advantage Inc's sponsor-wide assets grew 24.1%, from $21M to $26M.
Where does Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kanzaki 401(k) Plan in MA ($21M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 141498340.

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.