Defined Benefit (Pension) · DOL Form 5500 · 2022

The Lotts Agency Ltd. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
38th
Percentile by assets National rank
$853,398
Avg per participant High balance/head
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Official DOL plan name: The Lotts Agency Ltd Defined Benefit Plan · Sponsored by The Lotts Agency Ltd. · New York · Arts, Entertainment & Recreation

$3M in assets, 3 participants

The Lotts Agency Ltd.'s The Lotts Agency Ltd Defined Benefit Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,766 in Arts, Entertainment & Recreation (3,077 peers)

The Lotts Agency Ltd. multi-year trail

The Lotts Agency Ltd.'s plans moved +21.0% in assets from 2022 to 2023; this filing shows The Lotts Agency Ltd Defined Benefit Plan at $3M / 3 participants.

#1,766
in Arts, Entertainment & Recreation (3,077 peers)
+1.1%
assets growth YoY

The Lotts Agency Ltd Defined Benefit Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Lotts Agency Ltd Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,560,193 38th percentile higher than 38% of 139,123 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 2022

The Lotts Agency Ltd Defined Benefit Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lotts Agency Ltd Defined Benefit Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 452436415 · The Lotts Agency Ltd. PY 2022 · Defined Benefit (Pension)

The Lotts Agency Ltd Defined Benefit Plan · $3M · 3 · 38th

  • TYPE $3M
  • NET 3
  • BOOK 38th
  • VS-ST Defined Benefit (Pension)
  • BOY near International Longshoremens Assn Local Union Union 1416 Retirement Income Plan
  • SCH ind #1766

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

The Lotts Agency Ltd Defined Benefit Plan in the asset neighbourhood

The Lotts Agency Ltd Defined Benefit PlanThe Lotts Agency Ltd Defined…$3MInternational Longshoremens Assn Local Union Union 1416 Retirement Income PlanInternational Longshoremens …$3MPfmhs Cash Balance Pension PlanPfmhs Cash Balance Pension P…$3MOperative Plasterers and Cement Masons Local 394 Pension Trust FundOperative Plasterers and Cem…$3MVoith Paper Fabrics Salaried Pension PlanVoith Paper Fabrics Salaried…$3M
End-of-year total assets ($M) among The Lotts Agency Ltd Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The Lotts Agency Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All The Lotts Agency Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.037163995058187% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.56M $3.1M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 4 $3M

The Lotts Agency Ltd. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$27K
Employer EIN452436415
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Lotts Agency Ltd Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants The Lotts Agency Ltd Defined Benefit Plan, Total assets ($B): 0.002560193 · Participants: 3The Lotts Agency Ltd Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
The Lotts Agency Ltd Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Lotts Agency Ltd Defined Benefit Plan side-by-side with 3 peers →

The Lotts Agency Ltd Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is International Longshoremens Assn Local Union Union 1416 Retirement Income Plan in FL ($3M); by covered participants it is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Lotts Agency Ltd Defined Benefit Plan assets move in 2022? ▼
The Lotts Agency Ltd Defined Benefit Plan edged up modestly - up 1.1% during 2022, from $3M to $3M. Reported net income was $27K.
How have The Lotts Agency Ltd. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Lotts Agency Ltd.'s sponsor-wide assets grew 21.0%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to The Lotts Agency Ltd Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International Longshoremens Assn Local Union Union 1416 Retirement Income Plan in FL ($3M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Lotts Agency Ltd Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Merkley, Newman & Mclaws, Inc. Defined Benefit Pension Plan in AZ (3 participants, $904K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 452436415.

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.