401(k) · DOL Form 5500 · 2023

Martha Lloyd School, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
322
Participants Below avg headcount
41st
Percentile by assets National rank
$13,217
Avg per participant Low balance/head
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Official DOL plan name: Martha Lloyd Community Services Retirement Savings Plan · Sponsored by Martha Lloyd School, Inc. · Pennsylvania · Educational Services

$4M in assets, 322 participants

Martha Lloyd School, Inc.'s Martha Lloyd Community Services Retirement Savings Plan reported $4M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,024 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Martha Lloyd Community Services Retirement Savings Plan covers 322 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#1,024
in Educational Services (3,735 peers)
+17.8%
assets growth YoY

Martha Lloyd Community Services Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers

Martha Lloyd Community Services Retirement Savings Plan vs every filed plan by assets

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

$4,255,747 41st percentile higher than 41% 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

Martha Lloyd Community Services Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martha Lloyd Community Services Retirement Savings Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martha Lloyd Community Services Retirement Savings Plan reported net income rose from -$708K in the plan year 2022 filing to $642K in the plan year 2023 filing.
  • Martha Lloyd Community Services Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Martha Lloyd Community Services Retirement Savings Plan reported participants rose from 313 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 240798830 · Martha Lloyd School, Inc. PY 2023 · 401(k)

Martha Lloyd Community Services Retirement Savings Plan · $4M · 322 · 41st

  • IND $4M
  • EOY 322
  • 5500 41st
  • ASSETS 401(k)
  • PCT near Aaa Flag & Banner Mfg. Co., Inc. 401(k) Profit Sharing Plan and Trust
  • EIN ind #1024

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 Educational Services retirement plans → · Plans in Pennsylvania →

Martha Lloyd Community Services Retirement Savings Plan in the asset neighbourhood

Martha Lloyd Community Services Retirement Savings PlanMartha Lloyd Community Servi…$4MAaa Flag & Banner Mfg. Co., Inc. 401(k) Profit Sharing Plan and TrustAaa Flag & Banner Mfg. Co., …$4MTransitional Living Centers, Inc. Employees Profit Sharing Plan & TrustTransitional Living Centers,…$4MThe Contractors Retirement PlanThe Contractors Retirement P…$4MVallarta Supermarkets Retirement PlanVallarta Supermarkets Retire…$4M
End-of-year total assets ($M) among Martha Lloyd Community Services Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$642K
Employer EIN240798830
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Martha Lloyd School, Inc.)

Sponsor-wide plan assets over time

All Martha Lloyd School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 25.329909710669018% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.61M $4.53M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 313 $4M
2023 1 322 $4M
2024 1 383 $5M

Nearby 401(k) Plans in Pennsylvania

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

Martha Lloyd Community Services Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Martha Lloyd Community Services Retirement Savings Plan, Total assets ($B): 0.004255747 · Participants: 322Martha Lloyd Community Services Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Martha Lloyd Community Services Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Martha Lloyd Community Services Retirement Savings Plan side-by-side with 3 peers →

Martha Lloyd Community Services Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Aaa Flag & Banner Mfg. Co., Inc. 401(k) Profit Sharing Plan and Trust in CA ($4M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Martha Lloyd Community Services Retirement Savings Plan assets move in 2023? ▼
Martha Lloyd Community Services Retirement Savings Plan grew sharply - up 17.8% during 2023, from $4M to $4M. Reported net income was $642K.
How have Martha Lloyd School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Martha Lloyd School, Inc.'s sponsor-wide assets grew 25.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Martha Lloyd Community Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaa Flag & Banner Mfg. Co., Inc. 401(k) Profit Sharing Plan and Trust in CA ($4M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Martha Lloyd Community Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 240798830.

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.