401(k) · DOL Form 5500 · 2023

Lgl Partners LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
32nd
Percentile by assets National rank
$132,240
Avg per participant Near avg balance/head
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Official DOL plan name: Lgl Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Lgl Partners LLC · Pennsylvania · Other Services

$2M in assets, 17 participants

Lgl Partners LLC's Lgl Partners LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,433 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lgl Partners LLC 401(k) Profit Sharing Plan & Trust ranks #4,433 of 7,857 2023 filers by assets (893% of the sector average)-$2M for 17 participants.

#4,433
in Other Services (7,857 peers)
-17.3%
assets change YoY

The plan reported a net loss of $472K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,248,072 32nd percentile higher than 32% of 127,068 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 2023

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgl Partners LLC 401(k) Profit Sharing Plan & Trust is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lgl Partners LLC 401(k) Profit Sharing Plan & Trust reported net income fell from -$351K in the plan year 2022 filing to -$472K in the plan year 2023 filing.
  • Lgl Partners LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 24 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Lgl Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010968336 · Lgl Partners LLC PY 2023 · 401(k)

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust · $2M · 17 · 32nd

  • PART $2M
  • PART 17
  • PART 32nd
  • PART 401(k)
  • PART near Sks Retirement Plan
  • PART ind #4433

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 Pennsylvania →

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lgl Partners LLC 401(k) Profit Sharing Plan & TrustLgl Partners LLC 401(k) Prof…$2MSks Retirement Plan$2MProgressive Health Systems, Inc. 401(k) PlanProgressive Health Systems, …$2MAlpena Supermarket, Inc. Employees' 401(k) Savings Plan and TrustAlpena Supermarket, Inc. Emp…$2MBarrier Free Living, Inc. 401(k) PlanBarrier Free Living, Inc. 40…$2M
End-of-year total assets ($M) among Lgl Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$472K
Employer EIN010968336
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lgl Partners LLC)

Sponsor-wide plan assets over time

All Lgl Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.347346578168413% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M 20222023 $2.72M $2.25M ▼ -17.3%
Year Plans Participants Total Assets
2022 1 24 $3M
2023 1 17 $2M

Nearby 401(k) Plans in Pennsylvania

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

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lgl Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002248072 · Participants: 17Lgl Partners LLC 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lgl Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lgl Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sks Retirement Plan in TX ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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

How did Lgl Partners LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lgl Partners LLC 401(k) Profit Sharing Plan & Trust declined sharply - down 17.3% during 2023, from $3M to $2M. Reported net income was -$472K.
How have Lgl Partners LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lgl Partners LLC's sponsor-wide assets declined 17.3%, from $3M to $2M.
Which 401(k) plans are similar in size to Lgl Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sks Retirement Plan in TX ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Lgl Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 010968336.

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.