Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD

This Profit Sharing plan holds $43M in total assets and serves 38 participants as of 2023. It is sponsored by LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD in New York. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$43M
Participants
38
State
Industry
Professional & Technical Services

What the Filing Says About LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN

LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN is a Profit Sharing retirement plan sponsored by LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $43M in total end-of-year assets and covers 38 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 237121131, and the plan has been effective since 1991-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $46M at the beginning of 2023 to $43M at year-end — a decline of 6.5%. Net assets (after liabilities) closed the year at $43M, with reported net income of $-2,980,144 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$46M
Total Assets (End of Year)$43M
Net Assets (End of Year)$43M
Net Income$-2,980,144
Plan TypeProfit Sharing
Employer EIN237121131
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD)

Year Plans Participants Total Assets
2022 1 60 $46M
2023 1 38 $43M
2024 1 14 $40M

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Frequently Asked Questions

How much money is in the LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN?
As of the 2023 Form 5500 filing, LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN holds $43M in total assets with 38 participants. It is sponsored by LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD.
What type of plan is LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN?
LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN is a Profit Sharing plan. It has been effective since 1991-05-01. The plan is filed with the U.S. Department of Labor under EIN 237121131.
Who sponsors the LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN?
LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN is sponsored by LUDWIG INSTITUTE FOR CANCER RESEARCH, LTD, located in New York. The sponsor's EIN is 237121131 and the plan operates in the Professional & Technical Services industry.
How did LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN perform in 2023?
LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN declined by 6.5% during 2023, moving from $46M to $43M in total assets. Net income was $-2,980,144.
Where can I find official filings for LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237121131 or plan name at efast.dol.gov.
How does LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN compare to other plans?
You can compare LUDWIG INSTITUTE FOR CANCER RESEARCH LTD RETIREMENT SAVINGS PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 237121131.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.