401(k) · DOL Form 5500 · 2023

Carter Ledyard & Milburn LLP 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
22
Participants Small participant base
55th
Percentile by assets National rank
$390,043
Avg per participant High balance/head
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Official DOL plan name: Carter Ledyard & Milburn LLP 401(k) Savings Plan · Sponsored by Carter Ledyard & Milburn LLP · New York · Professional & Technical Services

$9M in assets, 22 participants

Carter Ledyard & Milburn LLP's Carter Ledyard & Milburn LLP 401(k) Savings Plan reported $9M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,935 in Professional & Technical Services (20,321 peers)

Carter Ledyard & Milburn LLP multi-year trail

Carter Ledyard & Milburn LLP's plans moved +40.6% in assets from 2022 to 2024; this filing shows Carter Ledyard & Milburn LLP 401(k) Savings Plan at $9M / 22 participants.

#10,935
in Professional & Technical Services (20,321 peers)
-4.3%
assets change YoY

Carter Ledyard & Milburn LLP 401(k) Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Carter Ledyard & Milburn LLP 401(k) Savings Plan vs every filed plan by assets

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

$8,580,947 Top 45% higher than 55% 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

Carter Ledyard & Milburn LLP 401(k) Savings 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. Carter Ledyard & Milburn LLP 401(k) Savings Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter Ledyard & Milburn LLP 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $429K in the plan year 2023 filing.
  • Carter Ledyard & Milburn LLP 401(k) Savings Plan reported participants rose from 21 in the plan year 2022 filing to 22 in the plan year 2023 filing.
  • Carter Ledyard & Milburn LLP 401(k) Savings Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134986540 · Carter Ledyard & Milburn LLP PY 2023 · 401(k)

Carter Ledyard & Milburn LLP 401(k) Savings Plan · $9M · 22 · 55th

  • EBSA $9M
  • PART 22
  • TYPE 55th
  • NET 401(k)
  • BOOK near Signature Custom Cabinetry, Inc. 401(k) Plan
  • VS-ST ind #10935

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 Professional & Technical Services retirement plans → · Plans in New York →

Carter Ledyard & Milburn LLP 401(k) Savings Plan in the asset neighbourhood

Carter Ledyard & Milburn LLP 401(k) Savings PlanCarter Ledyard & Milburn LLP…$9MSignature Custom Cabinetry, Inc. 401(k) PlanSignature Custom Cabinetry, …$9MNorthland Electrical Services 401(k) Retirement PlanNorthland Electrical Service…$9MNorthway Industries, Inc. Retirement PlanNorthway Industries, Inc. Re…$9MFortune Transportation 401(k) and Profit Sharing PlanFortune Transportation 401(k…$9M
End-of-year total assets ($M) among Carter Ledyard & Milburn LLP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carter Ledyard & Milburn LLP multi-year asset trail

Sponsor-wide plan assets over time

All Carter Ledyard & Milburn LLP plans reported in each filing year

Latest sponsor-wide plan assets
$110M 40.5522683214334% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78M $110M ▲ +40.5%
Year Plans Participants Total Assets
2022 2 109 $78M
2023 2 113 $93M
2024 2 117 $110M

Carter Ledyard & Milburn LLP filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$429K
Employer EIN134986540
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carter Ledyard & Milburn LLP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carter Ledyard & Milburn LLP 401(k) Savings Plan, Total assets ($B): 0.008580947 · Participants: 22Carter Ledyard & Milburn LLP 401(k) Savings 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
Carter Ledyard & Milburn LLP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carter Ledyard & Milburn LLP 401(k) Savings Plan side-by-side with 3 peers →

Carter Ledyard & Milburn LLP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Signature Custom Cabinetry, Inc. 401(k) Plan in PA ($9M); by covered participants it is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Carter Ledyard & Milburn LLP 401(k) Savings Plan assets move in 2023? ▼
Carter Ledyard & Milburn LLP 401(k) Savings Plan edged down modestly - down 4.3% during 2023, from $9M to $9M. Reported net income was $429K.
How have Carter Ledyard & Milburn LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Ledyard & Milburn LLP's sponsor-wide assets grew 40.6%, from $78M to $110M.
Which 401(k) plans are similar in size to Carter Ledyard & Milburn LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signature Custom Cabinetry, Inc. 401(k) Plan in PA ($9M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Carter Ledyard & Milburn LLP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acm Ventures, Inc. 401(k) Profit Sharing Plan in NC (22 participants, $553K 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 134986540.

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.