Defined Benefit (Pension) · DOL Form 5500 · 2023

The Ludwig Group Inc Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
49
Participants Small participant base
76th
Percentile by assets National rank
$505,591
Avg per participant High balance/head
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Official DOL plan name: Employee Pension Plan of the Ludwig Group, Inc. · Sponsored by The Ludwig Group Inc · New York · Administrative & Support Services

$25M in assets, 49 participants

The Ludwig Group Inc's Employee Pension Plan of the Ludwig Group, Inc. reported $25M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,846 in Administrative & Support Services (4,372 peers)

Where Employee Pension Plan of the Ludwig Group, Inc. sits by assets

Employee Pension Plan of the Ludwig Group, Inc. sits in the top quartile of all filed plans by assets, $25M for 49 participants (~$505,591/participant), up 4.7% in 2023.

#3,846
in Administrative & Support Services (4,372 peers)
+4.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Employee Pension Plan of the Ludwig Group, Inc.'s outsized position by total assets

Employee Pension Plan of the Ludwig Group, Inc. vs every filed plan by assets

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

$24,773,968 Top 24% higher than 76% 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

Employee Pension Plan of the Ludwig Group, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Pension Plan of the Ludwig Group, Inc. is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Pension Plan of the Ludwig Group, Inc. reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Pension Plan of the Ludwig Group, Inc. reported participants fell from 72 in the plan year 2022 filing to 49 in the plan year 2023 filing.
  • Employee Pension Plan of the Ludwig Group, Inc. end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132808920 · The Ludwig Group Inc PY 2023 · Defined Benefit (Pension)

Employee Pension Plan of the Ludwig Group, Inc. · $25M · 49 · 76th

  • PART $25M
  • PART 49
  • PART 76th
  • PART Defined Benefit (Pension)
  • PART near Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan
  • PART ind #3846

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 Administrative & Support Services retirement plans → · Plans in New York →

Employee Pension Plan of the Ludwig Group, Inc. in the asset neighbourhood

The Options Clearing Corporation Retirement PlanThe Options Clearing Corpora…$25MOrthopaedic Associates of Wisconsin, S.C. Defined Benefit PlanOrthopaedic Associates of Wi…$25MEmployee Pension Plan of the Ludwig Group, Inc.Employee Pension Plan of the…$25MAtalco LLC Hourly Employee Pension PlanAtalco LLC Hourly Employee P…$25MRetirement Plan for Employees of Cedar Chemical CorporationRetirement Plan for Employee…$25M
End-of-year total assets ($M) among Employee Pension Plan of the Ludwig Group, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN132808920
Plan Effective Date1951-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ludwig Group Inc)

Sponsor-wide plan assets over time

All The Ludwig Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.527108443888014% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.3M $44M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 89 $35M
2023 2 63 $39M
2024 2 46 $44M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employee Pension Plan of the Ludwig Group, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employee Pension Plan of the Ludwig Group, Inc., Total assets ($B): 0.024773968 · Participants: 49Employee Pension Plan of the Ludwig Group, Inc.IBM 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
Employee Pension Plan of the Ludwig Group, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employee Pension Plan of the Ludwig Group, Inc. side-by-side with 3 peers →

Employee Pension Plan of the Ludwig Group, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan in WI ($25M); by covered participants it is Management-Labor Pension Fund Local 1730 Ila in NJ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Employee Pension Plan of the Ludwig Group, Inc. assets move in 2023? ▼
Employee Pension Plan of the Ludwig Group, Inc. edged up modestly - up 4.7% during 2023, from $24M to $25M. Reported net income was $1M.
How have The Ludwig Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ludwig Group Inc's sponsor-wide assets grew 24.5%, from $35M to $44M.
Where does Employee Pension Plan of the Ludwig Group, Inc. rank by assets among Form 5500 filers? ▼
Employee Pension Plan of the Ludwig Group, Inc. ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employee Pension Plan of the Ludwig Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orthopaedic Associates of Wisconsin, S.C. Defined Benefit Plan in WI ($25M, 153 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employee Pension Plan of the Ludwig Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management-Labor Pension Fund Local 1730 Ila in NJ (49 participants, $64M 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 132808920.

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.