Defined Benefit (Pension) · DOL Form 5500 · 2022

The Ludwig Group Inc Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
72
Participants Small participant base
80th
Percentile by assets National rank
$328,736
Avg per participant High balance/head
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Official DOL plan name: Employee Pension Plan of the Ludwig Group, Inc. · Sponsored by The Ludwig Group Inc · New York · Administrative & Support Services

$24M in assets, 72 participants

The Ludwig Group Inc's Employee Pension Plan of the Ludwig Group, Inc. reported $24M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,464 in Administrative & Support Services (4,927 peers)

Where Employee Pension Plan of the Ludwig Group, Inc. sits by assets

Employee Pension Plan of the Ludwig Group, Inc. sits in the top quartile of all filed plans by assets, $24M for 72 participants (~$328,736/participant), down 21.1% in 2022.

#4,464
in Administrative & Support Services (4,927 peers)
-21.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Pension Plan of the Ludwig Group, Inc.'s outsized position by total assets

Employee Pension Plan of the Ludwig Group, Inc. vs every filed plan by assets

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

$23,669,018 Top 20% higher than 80% 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

Employee Pension Plan of the Ludwig Group, Inc. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Pension Plan of the Ludwig Group, Inc. is a small filing (72 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 132808920 · The Ludwig Group Inc PY 2022 · Defined Benefit (Pension)

Employee Pension Plan of the Ludwig Group, Inc. · $24M · 72 · 80th

  • NET $24M
  • NET 72
  • NET 80th
  • NET Defined Benefit (Pension)
  • NET near The Warren Employees' Retirement Plan
  • NET ind #4464

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 Administrative & Support Services retirement plans → · Plans in New York →

Employee Pension Plan of the Ludwig Group, Inc. in the asset neighbourhood

Group Pension Plan for Salaried Ees of Keystone Powdered Metal CoGroup Pension Plan for Salar…$24MEmployee Pension Plan of the Ludwig Group, Inc.Employee Pension Plan of the…$24MThe Warren Employees' Retirement PlanThe Warren Employees' Retire…$24MRetirement Plan for Employees of Cedar Chemical CorporationRetirement Plan for Employee…$24MRsr North America Corp. Retirement Income Pension PlanRsr North America Corp. Reti…$24M
End-of-year total assets ($M) among Employee Pension Plan of the Ludwig Group, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$24M
Net Income-$6M
Employer EIN132808920
Plan Effective Date1951-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ludwig Group Inc)

Sponsor-wide plan assets over time

All The Ludwig Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.527108443888014% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.3M $44M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 89 $35M
2023 2 63 $39M
2024 2 46 $44M

Nearby Defined Benefit (Pension) Plans in New York

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

Employee Pension Plan of the Ludwig Group, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Employee Pension Plan of the Ludwig Group, Inc., Total assets ($B): 0.023669018 · Participants: 72Employee Pension Plan of the Ludwig Group, Inc.IBM 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
Employee Pension Plan of the Ludwig Group, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employee Pension Plan of the Ludwig Group, Inc. side-by-side with 3 peers →

Employee Pension Plan of the Ludwig Group, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Warren Employees' Retirement Plan in OK ($24M); by covered participants it is Dietz & Watson, Inc. Defined Benefit Pension Plan in PA (72 participants). Same-state nearby plans are listed separately above.

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 Employee Pension Plan of the Ludwig Group, Inc. assets move in 2022? ▼
Employee Pension Plan of the Ludwig Group, Inc. declined sharply - down 21.1% during 2022, from $30M to $24M. Reported net income was -$6M.
How have The Ludwig Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ludwig Group Inc's sponsor-wide assets grew 24.5%, from $35M to $44M.
Where does Employee Pension Plan of the Ludwig Group, Inc. rank by assets among Form 5500 filers? ▼
Employee Pension Plan of the Ludwig Group, Inc. ranks in the 80th 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 Defined Benefit (Pension) plans are similar in size to Employee Pension Plan of the Ludwig Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Warren Employees' Retirement Plan in OK ($24M, 26 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employee Pension Plan of the Ludwig Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Defined Benefit Pension Plan in PA (72 participants, $3M 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 132808920.

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.