401(k) · DOL Form 5500 · 2023
L & B Realty Advisors, LLP 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 76
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $477,640
- Avg per participant High balance/head
Official DOL plan name: L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust · Sponsored by L & B Realty Advisors, LLP · Texas · Real Estate
$36M in assets, 76 participants
L & B Realty Advisors, LLP's L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust reported $36M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #4,363 in Real Estate (4,727 peers)
Where L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust sits by assets
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust sits in the top quartile of all filed plans by assets, $36M for 76 participants (~$477,640/participant), up 17.4% in 2023.
- #4,363
- in Real Estate (4,727 peers)
- +17.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust's outsized position by total assets
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,300,602 Top 18% higher than 82% 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
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and 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. L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust reported participants fell from 79 in the plan year 2022 filing to 76 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 203146704 · L & B Realty Advisors, LLP PY 2023 · 401(k)
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust · $36M · 76 · 82nd
- NET $36M
- BOOK 76
- VS-ST 82nd
- BOY 401(k)
- SCH near Sba Defined Contribution Plan for Primis Bank
- EBSA ind #4363
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 Real Estate retirement plans → · Plans in Texas →
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $5M |
| Employer EIN | 203146704 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L & B Realty Advisors, LLP)
Sponsor-wide plan assets over time
All L & B Realty Advisors, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 32.45819333940326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $31M |
| 2023 | 1 | 76 | $36M |
| 2024 | 1 | 73 | $41M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sba Defined Contribution Plan for Primis Bank in VA ($36M); by covered participants it is Ovia Health 401(k) Plan in NC (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- Sba Defined Contribution Plan for Primis Bank (VA) $36M · 576
- Pro-Mark, LLC 401(k) Profit Sharing Plan (UT) $36M · 288
- Co-Op 401(k) Plan (NY) $36M · 249
- Idi Logistics 401(k) Savings Plan (GA) $36M · 68
Similar participant headcount
Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.
- Ovia Health 401(k) Plan (NC) 76 · 0 off
- Jack Williams Tire Company Inc 401(k) Ps Plan & Trust (PA) 76 · 0 off
- Flexitank Retirement Plan (PR) 76 · 0 off
- Plymouth Life 401(k) & Profit Sharing Plan (IA) 76 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.