401(k) · DOL Form 5500 · 2023

Lgt Capital Partners (USA) Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
63
Participants Small participant base
73rd
Percentile by assets National rank
$330,024
Avg per participant High balance/head
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Official DOL plan name: Lgt Capital Partners (USA) Inc. 401(k) Plan · Sponsored by Lgt Capital Partners (USA) Inc. · New York · Real Estate

$21M in assets, 63 participants

Lgt Capital Partners (USA) Inc.'s Lgt Capital Partners (USA) Inc. 401(k) Plan reported $21M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,131 in Real Estate (4,727 peers)

Lgt Capital Partners (USA) Inc. multi-year trail

Lgt Capital Partners (USA) Inc.'s plans moved +76.3% in assets from 2022 to 2024; this filing shows Lgt Capital Partners (USA) Inc. 401(k) Plan at $21M / 63 participants.

#4,131
in Real Estate (4,727 peers)
+35.4%
assets growth YoY

Lgt Capital Partners (USA) Inc. 401(k) Plan's outsized position by total assets

Lgt Capital Partners (USA) Inc. 401(k) Plan vs every filed plan by assets

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

$20,791,508 Top 27% higher than 73% 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

Lgt Capital Partners (USA) Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgt Capital Partners (USA) Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lgt Capital Partners (USA) Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lgt Capital Partners (USA) Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Lgt Capital Partners (USA) Inc. 401(k) Plan reported participants rose from 53 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 753151184 · Lgt Capital Partners (USA) Inc. PY 2023 · 401(k)

Lgt Capital Partners (USA) Inc. 401(k) Plan · $21M · 63 · 73rd

  • TYPE $21M
  • TYPE 63
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Purchasing Power 401(k) Plan
  • TYPE ind #4131

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 New York →

Lgt Capital Partners (USA) Inc. 401(k) Plan in the asset neighbourhood

Lgt Capital Partners (USA) Inc. 401(k) PlanLgt Capital Partners (USA) I…$21MPurchasing Power 401(k) Plan$21MContitech Auburn Hourly 401(k) PlanContitech Auburn Hourly 401(…$21MAmerican State Equipment Co., Inc. Employees' 401(k) PlanAmerican State Equipment Co.…$21MErmco, Inc. 401(k) Savings PlanErmco, Inc. 401(k) Savings P…$21M
End-of-year total assets ($M) among Lgt Capital Partners (USA) Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lgt Capital Partners (USA) Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lgt Capital Partners (USA) Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 76.32337842223403% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.4M $27.1M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 53 $15M
2023 1 63 $21M
2024 1 75 $27M

Lgt Capital Partners (USA) Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN753151184
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Lgt Capital Partners (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lgt Capital Partners (USA) Inc. 401(k) Plan, Total assets ($B): 0.020791508 · Participants: 63Lgt Capital Partners (USA) Inc. 401(k) PlanIBM 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
Lgt Capital Partners (USA) Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lgt Capital Partners (USA) Inc. 401(k) Plan side-by-side with 3 peers →

Lgt Capital Partners (USA) Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Purchasing Power 401(k) Plan in GA ($21M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Lgt Capital Partners (USA) Inc. 401(k) Plan assets move in 2023? ▼
Lgt Capital Partners (USA) Inc. 401(k) Plan surged - up 35.4% during 2023, from $15M to $21M. Reported net income was $5M.
How have Lgt Capital Partners (USA) Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lgt Capital Partners (USA) Inc.'s sponsor-wide assets grew 76.3%, from $15M to $27M.
Which 401(k) plans are similar in size to Lgt Capital Partners (USA) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purchasing Power 401(k) Plan in GA ($21M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Lgt Capital Partners (USA) Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 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 753151184.

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.