401(k) · DOL Form 5500 · 2023
Life Benefit Plan 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 349
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $8,561
- Avg per participant Low balance/head
Official DOL plan name: Life Benefit Plan Member 401(k) Plan · Sponsored by Life Benefit Plan · New York · Other Services
$3M in assets, 349 participants
Life Benefit Plan's Life Benefit Plan Member 401(k) Plan reported $3M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #4,677 in Other Services (7,857 peers)
Coverage in New York
Life Benefit Plan Member 401(k) Plan covers 349 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #4,677
- in Other Services (7,857 peers)
- +19.6%
- assets growth YoY
Life Benefit Plan Member 401(k) Plan's mid-pack asset rank among Other Services and all filers
Life Benefit Plan Member 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,987,717 36th percentile higher than 36% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Life Benefit Plan Member 401(k) 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. Life Benefit Plan Member 401(k) Plan sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Life Benefit Plan Member 401(k) Plan reported net income rose from -$95K in the plan year 2022 filing to $488K in the plan year 2023 filing.
- Life Benefit Plan Member 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Life Benefit Plan Member 401(k) Plan reported participants rose from 323 in the plan year 2022 filing to 349 in the plan year 2023 filing.
DOL schedule card
Filing strip 111708617 · Life Benefit Plan PY 2023 · 401(k)
Life Benefit Plan Member 401(k) Plan · $3M · 349 · 36th
- IND $3M
- EOY 349
- 5500 36th
- ASSETS 401(k)
- PCT near Bas Financial Holdings Employee Stock Ownership 401(k) Plan
- EIN ind #4677
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 →
Life Benefit Plan Member 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $488K |
| Employer EIN | 111708617 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Life Benefit Plan)
Sponsor-wide plan assets over time
All Life Benefit Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.051974100006447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 323 | $2M |
| 2023 | 1 | 349 | $3M |
| 2024 | 1 | 346 | $3M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Life Benefit Plan Member 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bas Financial Holdings Employee Stock Ownership 401(k) Plan in ME ($3M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Csc Investments, LLC 401(k) Plan (TN) 349 · 0 off
- Afc Industries, Inc. Profit Sharing Plan (PA) 349 · 0 off
- Doll Distributing LLC 401(k) Retirement Plan (IA) 349 · 0 off
- Epsilon, Inc. 401(k) Plan (NC) 349 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.