401(k) · DOL Form 5500 · 2023

The Ludwig Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
14
Participants Small participant base
67th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: The Employee Savings Plan of the Ludwig Group, Inc. · Sponsored by The Ludwig Group, Inc. · New York · Administrative & Support Services

$15M in assets, 14 participants

The Ludwig Group, Inc.'s The Employee Savings Plan of the Ludwig Group, Inc. reported $15M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,600 in Administrative & Support Services (4,372 peers)

The Ludwig Group, Inc. multi-year trail

The Ludwig Group, Inc.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows The Employee Savings Plan of the Ludwig Group, Inc. at $15M / 14 participants.

#3,600
in Administrative & Support Services (4,372 peers)
+25.3%
assets growth YoY

The Employee Savings Plan of the Ludwig Group, Inc.'s outsized position by total assets

The Employee Savings Plan of the Ludwig Group, Inc. vs every filed plan by assets

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

$14,572,141 Top 33% higher than 67% 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

The Employee Savings Plan of the Ludwig Group, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Employee Savings Plan of the Ludwig Group, Inc. is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Employee Savings Plan of the Ludwig Group, Inc. reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Employee Savings Plan of the Ludwig Group, Inc. end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Employee Savings Plan of the Ludwig Group, Inc. reported participants fell from 17 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132808920 · The Ludwig Group, Inc. PY 2023 · 401(k)

The Employee Savings Plan of the Ludwig Group, Inc. · $15M · 14 · 67th

  • RANK $15M
  • RANK 14
  • RANK 67th
  • RANK 401(k)
  • RANK near Modern Profit Sharing 401(k) Plan
  • RANK ind #3600

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 Administrative & Support Services retirement plans → · Plans in New York →

The Employee Savings Plan of the Ludwig Group, Inc. in the asset neighbourhood

The Employee Savings Plan of the Ludwig Group, Inc.The Employee Savings Plan of…$15MModern Profit Sharing 401(k) PlanModern Profit Sharing 401(k)…$15MMediafly, Inc. 401(k) Savings PlanMediafly, Inc. 401(k) Saving…$15MMeyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) PlanMeyer,Borgman & Johnson, Inc…$15MKreher Steel 401(k) Plan$15M
End-of-year total assets ($M) among The Employee Savings Plan of the Ludwig Group, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Ludwig Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Ludwig Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.527108443888014% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.3M $44M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 89 $35M
2023 2 63 $39M
2024 2 46 $44M

The Ludwig Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN132808920
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

The Employee Savings Plan of the Ludwig Group, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Employee Savings Plan of the Ludwig Group, Inc., Total assets ($B): 0.014572141 · Participants: 14The Employee Savings Plan of the Ludwig Group, Inc.IBM 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
The Employee Savings Plan of the Ludwig Group, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Employee Savings Plan of the Ludwig Group, Inc. side-by-side with 3 peers →

The Employee Savings Plan of the Ludwig Group, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Modern Profit Sharing 401(k) Plan in IA ($15M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 The Employee Savings Plan of the Ludwig Group, Inc. assets move in 2023? ▼
The Employee Savings Plan of the Ludwig Group, Inc. grew sharply - up 25.3% during 2023, from $12M to $15M. Reported net income was $3M.
How have The Ludwig Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ludwig Group, Inc.'s sponsor-wide assets grew 24.5%, from $35M to $44M.
Which 401(k) plans are similar in size to The Employee Savings Plan of the Ludwig Group, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Modern Profit Sharing 401(k) Plan in IA ($15M, 98 participants).
Which 401(k) plans cover a similar participant headcount to The Employee Savings Plan of the Ludwig Group, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A 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 132808920.

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.