401(k) · DOL Form 5500 · 2023

Locust Wood Capital Advisers, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
30th
Percentile by assets National rank
$153,610
Avg per participant Above avg balance/head
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Official DOL plan name: Locust Wood Capital Advisers, LLC 401(k) Plan · Sponsored by Locust Wood Capital Advisers, LLC · New York · Finance & Insurance

$2M in assets, 13 participants

Locust Wood Capital Advisers, LLC's Locust Wood Capital Advisers, LLC 401(k) Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,832 in Finance & Insurance (8,869 peers)

Locust Wood Capital Advisers, LLC multi-year trail

Locust Wood Capital Advisers, LLC's plans moved +25.0% in assets from 2022 to 2024; this filing shows Locust Wood Capital Advisers, LLC 401(k) Plan at $2M / 13 participants.

#1,832
in Finance & Insurance (8,869 peers)
+15.9%
assets growth YoY

Locust Wood Capital Advisers, LLC 401(k) Plan among the smaller filed plans by assets

Locust Wood Capital Advisers, LLC 401(k) Plan vs every filed plan by assets

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

$1,996,927 30th percentile higher than 30% 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

Locust Wood Capital Advisers, LLC 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. Locust Wood Capital Advisers, LLC 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Locust Wood Capital Advisers, LLC 401(k) Plan reported net income rose from -$177K in the plan year 2022 filing to $273K in the plan year 2023 filing.
  • Locust Wood Capital Advisers, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020608893 · Locust Wood Capital Advisers, LLC PY 2023 · 401(k)

Locust Wood Capital Advisers, LLC 401(k) Plan · $2M · 13 · 30th

  • IND $2M
  • EOY 13
  • 5500 30th
  • ASSETS 401(k)
  • PCT near Kensington International, Inc. 401(k) Profit Sharing Plan
  • EIN ind #1832

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 Finance & Insurance retirement plans → · Plans in New York →

Locust Wood Capital Advisers, LLC 401(k) Plan in the asset neighbourhood

Locust Wood Capital Advisers, LLC 401(k) PlanLocust Wood Capital Advisers…$2MKensington International, Inc. 401(k) Profit Sharing PlanKensington International, In…$2MThe Heritage Family Practice Associates, P.C. 401(k) Retirement Savings PlanThe Heritage Family Practice…$2MChapparone Property Management Corporation 401(k) PlanChapparone Property Manageme…$2MSafeguard Cyber 401(k) Profit Sharing PlanSafeguard Cyber 401(k) Profi…$2M
End-of-year total assets ($M) among Locust Wood Capital Advisers, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Locust Wood Capital Advisers, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Locust Wood Capital Advisers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 24.952166794879382% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M 202220232024 $1.72M $2.15M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 13 $2M
2024 1 12 $2M

Locust Wood Capital Advisers, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$273K
Employer EIN020608893
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Locust Wood Capital Advisers, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Locust Wood Capital Advisers, LLC 401(k) Plan, Total assets ($B): 0.001996927 · Participants: 13Locust Wood Capital Advisers, LLC 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
Locust Wood Capital Advisers, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Locust Wood Capital Advisers, LLC 401(k) Plan side-by-side with 3 peers →

Locust Wood Capital Advisers, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kensington International, Inc. 401(k) Profit Sharing Plan in IL ($2M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Locust Wood Capital Advisers, LLC 401(k) Plan assets move in 2023? ▼
Locust Wood Capital Advisers, LLC 401(k) Plan grew sharply - up 15.9% during 2023, from $2M to $2M. Reported net income was $273K.
How have Locust Wood Capital Advisers, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locust Wood Capital Advisers, LLC's sponsor-wide assets grew 25.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Locust Wood Capital Advisers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kensington International, Inc. 401(k) Profit Sharing Plan in IL ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Locust Wood Capital Advisers, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 020608893.

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.