401(k) · DOL Form 5500 · 2022

Lgt Capital Partners (USA) Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
53
Participants Small participant base
73rd
Percentile by assets National rank
$289,764
Avg per participant High balance/head
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Official DOL plan name: Lgt Capital Partners (USA) Inc. 401(k) Plan · Sponsored by Lgt Capital Partners (USA) Inc. · New York · Real Estate

$15M in assets, 53 participants

Lgt Capital Partners (USA) Inc.'s Lgt Capital Partners (USA) Inc. 401(k) Plan reported $15M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,364 in Real Estate (5,057 peers)

Lgt Capital Partners (USA) Inc. multi-year trail

Lgt Capital Partners (USA) Inc.'s plans moved +76.3% in assets from 2022 to 2024; this filing shows Lgt Capital Partners (USA) Inc. 401(k) Plan at $15M / 53 participants.

#4,364
in Real Estate (5,057 peers)
-11.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lgt Capital Partners (USA) Inc. 401(k) Plan's outsized position by total assets

Lgt Capital Partners (USA) Inc. 401(k) Plan vs every filed plan by assets

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

$15,357,512 Top 27% higher than 73% 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

Lgt Capital Partners (USA) Inc. 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. Lgt Capital Partners (USA) Inc. 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 753151184 · Lgt Capital Partners (USA) Inc. PY 2022 · 401(k)

Lgt Capital Partners (USA) Inc. 401(k) Plan · $15M · 53 · 73rd

  • ASSETS $15M
  • PCT 53
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Norton Packaging Inc 401(k) and Profit Sharing Plan
  • IND ind #4364

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 Real Estate retirement plans → · Plans in New York →

Lgt Capital Partners (USA) Inc. 401(k) Plan in the asset neighbourhood

Lgt Capital Partners (USA) Inc. 401(k) PlanLgt Capital Partners (USA) I…$15MNorton Packaging Inc 401(k) and Profit Sharing PlanNorton Packaging Inc 401(k) …$15MKingspan Insulation LLC 401(k) PlanKingspan Insulation LLC 401(…$15MTcps, Inc. 401(k) Plan$15MEcorp Consulting Inc 401(k) Profit Sharing Plan & TrustEcorp Consulting Inc 401(k) …$15M
End-of-year total assets ($M) among Lgt Capital Partners (USA) Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lgt Capital Partners (USA) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lgt Capital Partners (USA) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 76.32337842223403% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $27.1M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 53 $15M
2023 1 63 $21M
2024 1 75 $27M

Lgt Capital Partners (USA) Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN753151184
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lgt Capital Partners (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lgt Capital Partners (USA) Inc. 401(k) Plan, Total assets ($B): 0.015357512 · Participants: 53Lgt Capital Partners (USA) Inc. 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
Lgt Capital Partners (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Lgt Capital Partners (USA) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Norton Packaging Inc 401(k) and Profit Sharing Plan in CA ($15M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Lgt Capital Partners (USA) Inc. 401(k) Plan assets move in 2022?
Lgt Capital Partners (USA) Inc. 401(k) Plan pulled back noticeably - down 11.4% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Lgt Capital Partners (USA) Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lgt Capital Partners (USA) Inc.'s sponsor-wide assets grew 76.3%, from $15M to $27M.
Which 401(k) plans are similar in size to Lgt Capital Partners (USA) Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Norton Packaging Inc 401(k) and Profit Sharing Plan in CA ($15M, 172 participants).
Which 401(k) plans cover a similar participant headcount to Lgt Capital Partners (USA) Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants, N/A in assets).