401(k) · DOL Form 5500 · 2023

Larry Blumberg & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

N/A
Total assets
1,570
Participants Near avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lbam Group Section 401(k) Plan · Sponsored by Larry Blumberg & Associates, Inc. · Alabama · Food Services & Accommodation

N/A in assets, 1,570 participants

Larry Blumberg & Associates, Inc.'s Lbam Group Section 401(k) Plan reported N/A in total assets and 1,570 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Alabama

Lbam Group Section 401(k) Plan covers 1,570 participants in Alabama, 4.4x the typical Alabama plan (state average ~360 per filing). Assets: N/A.

$528K
reported net income

Lbam Group Section 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lbam Group Section 401(k) Plan lands in the large band (1,570 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lbam Group Section 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $528K in the plan year 2023 filing.
  • Lbam Group Section 401(k) Plan reported participants rose from 1,191 in the plan year 2022 filing to 1,570 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630836664 · Larry Blumberg & Associates, Inc. PY 2023 · 401(k)

Lbam Group Section 401(k) Plan · N/A · 1,570

  • BOOK N/A
  • VS-ST 1,570
  • BOY PY 2023
  • SCH 401(k)
  • EBSA near Textile Management Associates, Inc. 401(k) Plan
  • PART 4.4× state

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 Food Services & Accommodation retirement plans → · Plans in Alabama →

Alabama filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)N/A
Net Income$528K
Employer EIN630836664
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Larry Blumberg & Associates, Inc.)

Sponsor-wide plan assets over time

All Larry Blumberg & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M 20222023 $9.38M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,191 $9M
2023 1 1,570 N/A

Nearby 401(k) Plans in Alabama

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

Lbam Group Section 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 5 data points. -100000100002000030000 11.522.53 Total assets ($B) Participants Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lbam Group Section 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Lbam Group Section 401(k) Plan's closest out-of-state 401(k) peers by headcount

Outside Alabama, the nearest 401(k) by covered participants is Textile Management Associates, Inc. 401(k) Plan in GA (1,570 participants; this filing: 1,570 participants).

Similar participant headcount

Nearest other-state filings by covered participants (1,570 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans cover a similar participant headcount to Lbam Group Section 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Textile Management Associates, Inc. 401(k) Plan in GA (1,570 participants, $33M in assets).