401(k) · DOL Form 5500 · 2023

Longbridge Financial LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
399
Participants Below avg headcount
69th
Percentile by assets National rank
$40,464
Avg per participant Low balance/head
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Official DOL plan name: Longbridge Financial LLC 401(k) Profit Sharing Plan · Sponsored by Longbridge Financial LLC · New Jersey · Professional & Technical Services

$16M in assets, 399 participants

Longbridge Financial LLC's Longbridge Financial LLC 401(k) Profit Sharing Plan reported $16M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,834 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Longbridge Financial LLC 401(k) Profit Sharing Plan covers 399 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $16M.

#13,834
in Professional & Technical Services (20,321 peers)
+93.9%
assets growth YoY

Longbridge Financial LLC 401(k) Profit Sharing Plan's outsized position by total assets

Longbridge Financial LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,145,267 Top 31% higher than 69% 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

Longbridge Financial LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longbridge Financial LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Longbridge Financial LLC 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Longbridge Financial LLC 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Longbridge Financial LLC 401(k) Profit Sharing Plan reported participants rose from 258 in the plan year 2022 filing to 399 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 460530020 · Longbridge Financial LLC PY 2023 · 401(k)

Longbridge Financial LLC 401(k) Profit Sharing Plan · $16M · 399 · 69th

  • NET $16M
  • BOOK 399
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Halvik Corp. 401(k) Plan
  • EBSA ind #13834

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Longbridge Financial LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Longbridge Financial LLC 401(k) Profit Sharing PlanLongbridge Financial LLC 401…$16MHalvik Corp. 401(k) Plan$16MFresh Consulting 401(k) Plan$16MDakotaland Federal Credit Union 401(k) Plan & TrustDakotaland Federal Credit Un…$16MPilatus Business Aircraft, Ltd 401(k) PlanPilatus Business Aircraft, L…$16M
End-of-year total assets ($M) among Longbridge Financial LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$16M
Net Income$8M
Employer EIN460530020
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Longbridge Financial LLC)

Sponsor-wide plan assets over time

All Longbridge Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 161.52745812671105% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.33M $21.8M ▲ +161.5%
Year Plans Participants Total Assets
2022 1 258 $8M
2023 1 399 $16M
2024 1 429 $22M

Nearby 401(k) Plans in New Jersey

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

Longbridge Financial LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Longbridge Financial LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.016145267 · Participants: 399Longbridge Financial LLC 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Longbridge Financial LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Longbridge Financial LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Longbridge Financial LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Halvik Corp. 401(k) Plan in VA ($16M); by covered participants it is Starry, Inc. 401(k) Retirement Plan in MA (399 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Longbridge Financial LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Longbridge Financial LLC 401(k) Profit Sharing Plan surged - up 93.9% during 2023, from $8M to $16M. Reported net income was $8M.
How have Longbridge Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longbridge Financial LLC's sponsor-wide assets grew 161.5%, from $8M to $22M.
Which 401(k) plans are similar in size to Longbridge Financial LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Halvik Corp. 401(k) Plan in VA ($16M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Longbridge Financial LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Starry, Inc. 401(k) Retirement Plan in MA (399 participants, $15M 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 460530020.

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.