Defined Benefit (Pension) · DOL Form 5500 · 2022
Ljms Associates, LLC Pension Plan
Data updated 2026-08-25
- $878K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $219,587
- Avg per participant Above avg balance/head
Official DOL plan name: Ljms Associates, LLC Retirement Plan and Trust · Sponsored by Ljms Associates, LLC · New York · Other Services
$878K in assets, 4 participants
Ljms Associates, LLC's Ljms Associates, LLC Retirement Plan and Trust reported $878K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.
- #3,951 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Ljms Associates, LLC Retirement Plan and Trust ranks #3,951 of 8,398 2022 filers by assets (2285% of the sector average)-$878K for 4 participants.
- #3,951
- in Other Services (8,398 peers)
- -10.2%
- assets change YoY
The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ljms Associates, LLC Retirement Plan and Trust among the smaller filed plans by assets
Ljms Associates, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$878,348 24th percentile higher than 24% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ljms Associates, LLC Retirement Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ljms Associates, LLC Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 272206542 · Ljms Associates, LLC PY 2022 · Defined Benefit (Pension)
Ljms Associates, LLC Retirement Plan and Trust · $878K · 4 · 24th
- ASSETS $878K
- PCT 4
- EIN 24th
- RANK Defined Benefit (Pension)
- PHOTO near Procurement Concepts, Inc. Defined Benefit Pension Plan Trust
- IND ind #3951
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 Other Services retirement plans → · Plans in New York →
Ljms Associates, LLC Retirement Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $979K |
|---|---|
| Net Assets (End of Year) | $878K |
| Net Income | -$100K |
| Employer EIN | 272206542 |
| Plan Effective Date | 2010-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ljms Associates, LLC)
Sponsor-wide plan assets over time
All Ljms Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $905K 3.0224922240387637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $878K |
| 2023 | 1 | 4 | $892K |
| 2024 | 1 | 4 | $905K |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Ljms Associates, LLC Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Procurement Concepts, Inc. Defined Benefit Pension Plan Trust in CA ($879K); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($878K here).
- Procurement Concepts, Inc. Defined Benefit Pension Plan Trust (CA) $879K · 9
- Liberty Station Orthodontics Defined Benefit Pension Plan (CA) $880K · 12
- Philco Investments a California Corporation Defined Benefit Pension Plan (CA) $880K · 1
- Cbase Solutions Corp. Defined Benefit Pension Plan (CA) $881K · 3
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.