401(k) · DOL Form 5500 · 2023

Belfint Lyons & Shuman P.a. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
80
Participants Small participant base
74th
Percentile by assets National rank
$268,636
Avg per participant High balance/head
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Official DOL plan name: Belfint Lyons & Shuman P.a. 401(k) Savings Plan · Sponsored by Belfint Lyons & Shuman P.a. · Delaware · Professional & Technical Services

$21M in assets, 80 participants

Belfint Lyons & Shuman P.a.'s Belfint Lyons & Shuman P.a. 401(k) Savings Plan reported $21M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,026 in Professional & Technical Services (20,321 peers)

Belfint Lyons & Shuman P.a. multi-year trail

Belfint Lyons & Shuman P.a.'s plans moved +58.1% in assets from 2022 to 2024; this filing shows Belfint Lyons & Shuman P.a. 401(k) Savings Plan at $21M / 80 participants.

#15,026
in Professional & Technical Services (20,321 peers)
+28.5%
assets growth YoY

Belfint Lyons & Shuman P.a. 401(k) Savings Plan's outsized position by total assets

Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs every filed plan by assets

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

$21,490,886 Top 26% higher than 74% 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

Belfint Lyons & Shuman P.a. 401(k) Savings 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. Belfint Lyons & Shuman P.a. 401(k) Savings Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belfint Lyons & Shuman P.a. 401(k) Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Belfint Lyons & Shuman P.a. 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 510232399 · Belfint Lyons & Shuman P.a. PY 2023 · 401(k)

Belfint Lyons & Shuman P.a. 401(k) Savings Plan · $21M · 80 · 74th

  • ASSETS $21M
  • ASSETS 80
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Samsung Sdi America, Inc. Profit
  • ASSETS ind #15026

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 Professional & Technical Services retirement plans → · Plans in Delaware →

Belfint Lyons & Shuman P.a. 401(k) Savings Plan in the asset neighbourhood

Belfint Lyons & Shuman P.a. 401(k) Savings PlanBelfint Lyons & Shuman P.a. …$21MSamsung Sdi America, Inc. ProfitSamsung Sdi America, Inc. Pr…$21MMobile Obstetrics & Gynecology, PC 401(k) Profit Sharing PlanMobile Obstetrics & Gynecolo…$21MClyde Industries Inc. 401(k) PlanClyde Industries Inc. 401(k)…$21MBaker Boy, Inc. 401(k) Profit Sharing PlanBaker Boy, Inc. 401(k) Profi…$21M
End-of-year total assets ($M) among Belfint Lyons & Shuman P.a. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Belfint Lyons & Shuman P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Belfint Lyons & Shuman P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 58.0520432012947% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $26.4M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 80 $17M
2023 1 80 $21M
2024 1 82 $26M

Belfint Lyons & Shuman P.a. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN510232399
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Delaware

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

Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Belfint Lyons & Shuman P.a. 401(k) Savings Plan, Total assets ($B): 0.021490886 · Participants: 80Belfint Lyons & Shuman P.a. 401(k) Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Belfint Lyons & Shuman P.a. 401(k) Savings Plan side-by-side with 3 peers →

Belfint Lyons & Shuman P.a. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Samsung Sdi America, Inc. Profit in CA ($21M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Belfint Lyons & Shuman P.a. 401(k) Savings Plan assets move in 2023? ▼
Belfint Lyons & Shuman P.a. 401(k) Savings Plan grew sharply - up 28.5% during 2023, from $17M to $21M. Reported net income was $5M.
How have Belfint Lyons & Shuman P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belfint Lyons & Shuman P.a.'s sponsor-wide assets grew 58.1%, from $17M to $26M.
Which 401(k) plans are similar in size to Belfint Lyons & Shuman P.a. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Samsung Sdi America, Inc. Profit in CA ($21M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Belfint Lyons & Shuman P.a. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 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 510232399.

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.