401(k) · DOL Form 5500 · 2023

Lbm Advantage Inc 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
120
Participants Small participant base
76th
Percentile by assets National rank
$206,675
Avg per participant Above avg balance/head
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Official DOL plan name: Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lbm Advantage Inc · New York · Wholesale Trade

$25M in assets, 120 participants

Lbm Advantage Inc's Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported $25M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,714 in Wholesale Trade (6,309 peers)

Coverage in New York

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $25M.

#4,714
in Wholesale Trade (6,309 peers)
+17.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$24,801,001 Top 24% higher than 76% 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

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust 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. Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 108 in the plan year 2022 filing to 120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141498340 · Lbm Advantage Inc PY 2023 · 401(k)

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust · $25M · 120 · 76th

  • PCT $25M
  • PCT 120
  • PCT 76th
  • PCT 401(k)
  • PCT near Clifford & Brown, a Professional Corporation Profit Sharing 401(k) Plan
  • PCT ind #4714

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 Wholesale Trade retirement plans → · Plans in New York →

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lbm Advantage Inc 401(k) Profit Sharing Plan & TrustLbm Advantage Inc 401(k) Pro…$25MClifford & Brown, a Professional Corporation Profit Sharing 401(k) PlanClifford & Brown, a Professi…$25MBrowngreer, PLC 401(k) Plan$25MMaul Foster & Alongi, Inc. 401(k) PlanMaul Foster & Alongi, Inc. 4…$25MStorm Industries Inc. 401 K PlanStorm Industries Inc. 401 K …$25M
End-of-year total assets ($M) among Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN141498340
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbm Advantage Inc)

Sponsor-wide plan assets over time

All Lbm Advantage Inc plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.13053519914601% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26.3M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 120 $25M
2024 1 112 $26M

Nearby 401(k) Plans in New York

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

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.024801001 · Participants: 120Lbm Advantage Inc 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Clifford & Brown, a Professional Corporation Profit Sharing 401(k) Plan in CA ($25M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 17.0% during 2023, from $21M to $25M. Reported net income was $4M.
How have Lbm Advantage Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbm Advantage Inc's sponsor-wide assets grew 24.1%, from $21M to $26M.
Where does Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clifford & Brown, a Professional Corporation Profit Sharing 401(k) Plan in CA ($25M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 141498340.

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.