Defined Benefit (Pension) · DOL Form 5500 · 2023

Ivy League Financial Advisors, LLC Pension Plan

Data updated 2026-08-25

$828K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$207,108
Avg per participant Above avg balance/head
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Official DOL plan name: Ivy League Financial Advisors, LLC Cash Balance Plan · Sponsored by Ivy League Financial Advisors, LLC · Maryland · Finance & Insurance

$828K in assets, 4 participants

Ivy League Financial Advisors, LLC's Ivy League Financial Advisors, LLC Cash Balance Plan reported $828K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,229 in Finance & Insurance (8,869 peers)

Ivy League Financial Advisors, LLC multi-year trail

Ivy League Financial Advisors, LLC's plans moved +10.1% in assets from 2022 to 2024; this filing shows Ivy League Financial Advisors, LLC Cash Balance Plan at $828K / 4 participants.

#1,229
in Finance & Insurance (8,869 peers)
+6.5%
assets growth YoY

Ivy League Financial Advisors, LLC Cash Balance Plan among the smaller filed plans by assets

Ivy League Financial Advisors, LLC Cash Balance Plan vs every filed plan by assets

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

$828,432 22nd percentile higher than 22% 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

Ivy League Financial Advisors, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivy League Financial Advisors, LLC Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivy League Financial Advisors, LLC Cash Balance Plan reported net income rose from -$21K in the plan year 2022 filing to $51K in the plan year 2023 filing.
  • Ivy League Financial Advisors, LLC Cash Balance Plan end-of-year assets rose from $778K in the plan year 2022 filing to $828K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731715946 · Ivy League Financial Advisors, LLC PY 2023 · Defined Benefit (Pension)

Ivy League Financial Advisors, LLC Cash Balance Plan · $828K · 4 · 22nd

  • EBSA $828K
  • PART 4
  • TYPE 22nd
  • NET Defined Benefit (Pension)
  • BOOK near Producers Retirement Plan Trust
  • VS-ST ind #1229

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 Finance & Insurance retirement plans → · Plans in Maryland →

Ivy League Financial Advisors, LLC Cash Balance Plan in the asset neighbourhood

Ivy League Financial Advisors, LLC Cash Balance PlanIvy League Financial Advisor…$828KProducers Retirement Plan TrustProducers Retirement Plan Tr…$829KHertz Lichtenstein & Young, L.L.P. Cash Balance PlanHertz Lichtenstein & Young, …$827KTnl Pharmacy Corporation Defined Benefit Pension PlanTnl Pharmacy Corporation Def…$832KBrian Catalina Entertainment Defined Benefit Pension PlanBrian Catalina Entertainment…$822K
End-of-year total assets ($M) among Ivy League Financial Advisors, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ivy League Financial Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ivy League Financial Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$856K 10.067093386949765% vs 2022
2024 filing year
$0.75M$0.8M$0.85M$0.9M 202220232024 $0.78M $0.86M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 4 $778K
2023 1 4 $828K
2024 1 4 $856K

Ivy League Financial Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$778K
Net Assets (End of Year)$828K
Net Income$51K
Employer EIN731715946
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Maryland

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

Ivy League Financial Advisors, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ivy League Financial Advisors, LLC Cash Balance Plan, Total assets ($B): 0.000828432 · Participants: 4Ivy League Financial Advisors, LLC Cash Balance PlanNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
Ivy League Financial Advisors, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Ivy League Financial Advisors, LLC Cash Balance Plan side-by-side with 3 peers →

Ivy League Financial Advisors, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Producers Retirement Plan Trust in TX ($829K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ivy League Financial Advisors, LLC Cash Balance Plan assets move in 2023? ▼
Ivy League Financial Advisors, LLC Cash Balance Plan grew at a solid clip - up 6.5% during 2023, from $778K to $828K. Reported net income was $51K.
How have Ivy League Financial Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivy League Financial Advisors, LLC's sponsor-wide assets grew 10.1%, from $778K to $856K.
Where does Ivy League Financial Advisors, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Ivy League Financial Advisors, LLC Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ivy League Financial Advisors, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Producers Retirement Plan Trust in TX ($829K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ivy League Financial Advisors, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 731715946.

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.