Defined Benefit (Pension) · DOL Form 5500 · 2023

Lanx Management LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Lanx Management LLC Cash Balance Plan · Sponsored by Lanx Management LLC · New York · Finance & Insurance

$2M in assets, 2 participants

Lanx Management LLC's Lanx Management LLC Cash Balance Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,843 in Finance & Insurance (8,869 peers)

Lanx Management LLC multi-year trail

Lanx Management LLC's plans moved +47.5% in assets from 2022 to 2024; this filing shows Lanx Management LLC Cash Balance Plan at $2M / 2 participants.

#1,843
in Finance & Insurance (8,869 peers)
-1.4%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lanx Management LLC Cash Balance Plan among the smaller filed plans by assets

Lanx Management LLC Cash Balance Plan vs every filed plan by assets

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

$2,016,743 31st percentile higher than 31% 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

Lanx Management LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lanx Management LLC Cash Balance Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lanx Management LLC Cash Balance Plan reported net income fell from $344K in the plan year 2022 filing to -$28K in the plan year 2023 filing.
  • Lanx Management LLC Cash Balance 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 522336467 · Lanx Management LLC PY 2023 · Defined Benefit (Pension)

Lanx Management LLC Cash Balance Plan · $2M · 2 · 31st

  • 5500 $2M
  • ASSETS 2
  • PCT 31st
  • EIN Defined Benefit (Pension)
  • RANK near Royal Group Investments Pension Plan
  • PHOTO ind #1843

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 →

Lanx Management LLC Cash Balance Plan in the asset neighbourhood

Lanx Management LLC Cash Balance PlanLanx Management LLC Cash Bal…$2MRoyal Group Investments Pension PlanRoyal Group Investments Pens…$2MCopley Motorcars Corporation Pension PlanCopley Motorcars Corporation…$2MCalbiotech, Inc. Pension Plan$2MTuan N Nguyen Md Defined Benefit PlanTuan N Nguyen Md Defined Ben…$2M
End-of-year total assets ($M) among Lanx Management LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Lanx Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lanx Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 47.4940593249211% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.87M $2.76M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $3M

Lanx Management LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$28K
Employer EIN522336467
Plan Effective Date2016-01-01
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.

Lanx Management LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Lanx Management LLC Cash Balance Plan, Total assets ($B): 0.002016743 · Participants: 2Lanx Management LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Lanx Management LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Lanx Management LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Royal Group Investments Pension Plan in FL ($2M); by covered participants it is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Lanx Management LLC Cash Balance Plan assets move in 2023?
Lanx Management LLC Cash Balance Plan edged down modestly - down 1.4% during 2023, from $2M to $2M. Reported net income was -$28K.
How have Lanx Management LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lanx Management LLC's sponsor-wide assets grew 47.5%, from $2M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Lanx Management LLC Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Royal Group Investments Pension Plan in FL ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lanx Management LLC Cash Balance Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cavallo Chiropractic Clinic, P.C. Defined Benefit Pension Plan in PA (2 participants, $619K in assets).