Defined Benefit (Pension) · DOL Form 5500 · 2022

Lampert Advisors, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$723,107
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lampert Debt Advisors Defined Benefit Plan · Sponsored by Lampert Advisors, LLC · New York · Finance & Insurance

$3M in assets, 4 participants

Lampert Advisors, LLC's Lampert Debt Advisors Defined Benefit Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,494 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Lampert Debt Advisors Defined Benefit Plan holds $3M for 4 participants - about $723,107 per participant, in the lower half of filed plans by assets.

#2,494
in Finance & Insurance (9,261 peers)
-5.6%
assets change YoY

The plan reported a net loss of $171K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lampert Debt Advisors Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Lampert Debt Advisors Defined Benefit Plan vs every filed plan by assets

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

$2,892,428 40th percentile higher than 40% 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

Lampert Debt Advisors Defined Benefit Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lampert Debt Advisors Defined Benefit Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 270407806 · Lampert Advisors, LLC PY 2022 · Defined Benefit (Pension)

Lampert Debt Advisors Defined Benefit Plan · $3M · 4 · 40th

  • PCT $3M
  • EIN 4
  • RANK 40th
  • PHOTO Defined Benefit (Pension)
  • IND near Corodemus & Corodemus, LLC Pension Plan
  • EOY ind #2494

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 →

Lampert Debt Advisors Defined Benefit Plan in the asset neighbourhood

Lampert Debt Advisors Defined Benefit PlanLampert Debt Advisors Define…$3MCorodemus & Corodemus, LLC Pension PlanCorodemus & Corodemus, LLC P…$3MMaram Zakko, M.D. Defined Benefit Pension PlanMaram Zakko, M.D. Defined Be…$3MTtx Company Cash Balance Pension PlanTtx Company Cash Balance Pen…$3MAugustine Financial, LLC Cash Balance Pension PlanAugustine Financial, LLC Cas…$3M
End-of-year total assets ($M) among Lampert Debt Advisors Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$171K
Employer EIN270407806
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lampert Advisors, LLC)

Sponsor-wide plan assets over time

All Lampert Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.304407231571538% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M$3.2M 202220232024 $2.89M $3.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 2 $3M
2024 1 5 $3M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lampert Debt Advisors Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Lampert Debt Advisors Defined Benefit Plan, Total assets ($B): 0.002892428 · Participants: 4Lampert Debt Advisors Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Lampert Debt Advisors Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lampert Debt Advisors Defined Benefit Plan side-by-side with 3 peers →

Lampert Debt Advisors Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Corodemus & Corodemus, LLC Pension Plan in NJ ($3M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lampert Debt Advisors Defined Benefit Plan assets move in 2022? ▼
Lampert Debt Advisors Defined Benefit Plan pulled back noticeably - down 5.6% during 2022, from $3M to $3M. Reported net income was -$171K.
How have Lampert Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lampert Advisors, LLC's sponsor-wide assets grew 8.3%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Lampert Debt Advisors Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Corodemus & Corodemus, LLC Pension Plan in NJ ($3M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lampert Debt Advisors Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 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 270407806.

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.