401(k)
2023 plan-year 401(k) DOL Form 5500

LAFAYETTE 148 INC. 401(K) PLAN

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

LAFAYETTE 148, INC.

This 401(k) plan holds $39M in total assets and serves 289 participants as of 2023. It is sponsored by LAFAYETTE 148, INC. in New York. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$39M
Participants
289
State
Industry
Wholesale Trade

What the Filing Says About LAFAYETTE 148 INC. 401(K) PLAN

LAFAYETTE 148 INC. 401(K) PLAN is a 401(k) retirement plan sponsored by LAFAYETTE 148, INC., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $39M in total end-of-year assets and covers 289 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 223448675, and the plan has been effective since 2001-02-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2023 to $39M at year-end — a gain of 21.7%. Net assets (after liabilities) closed the year at $39M, with reported net income of $7M 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)$32M
Total Assets (End of Year)$39M
Net Assets (End of Year)$39M
Net Income$7M
Plan Type401(k)
Employer EIN223448675
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LAFAYETTE 148, INC.)

Year Plans Participants Total Assets
2022 1 269 $32M
2023 1 289 $39M
2024 1 278 $46M

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Frequently Asked Questions

How much money is in the LAFAYETTE 148 INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, LAFAYETTE 148 INC. 401(K) PLAN holds $39M in total assets with 289 participants. It is sponsored by LAFAYETTE 148, INC..
What type of plan is LAFAYETTE 148 INC. 401(K) PLAN?
LAFAYETTE 148 INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2001-02-01. The plan is filed with the U.S. Department of Labor under EIN 223448675.
Who sponsors the LAFAYETTE 148 INC. 401(K) PLAN?
LAFAYETTE 148 INC. 401(K) PLAN is sponsored by LAFAYETTE 148, INC., located in New York. The sponsor's EIN is 223448675 and the plan operates in the Wholesale Trade industry.
How did LAFAYETTE 148 INC. 401(K) PLAN perform in 2023?
LAFAYETTE 148 INC. 401(K) PLAN grew by 21.7% during 2023, moving from $32M to $39M in total assets. Net income was $7M.
Where can I find official filings for LAFAYETTE 148 INC. 401(K) PLAN?
Official Form 5500 filings for LAFAYETTE 148 INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 223448675 or plan name at efast.dol.gov.
How does LAFAYETTE 148 INC. 401(K) PLAN compare to other plans?
You can compare LAFAYETTE 148 INC. 401(K) PLAN against other 401(k) 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.

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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 223448675.

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.