Other · DOL Form 5500 · 2023

Lgi Services, LLC Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
159
Participants Small participant base
82nd
Percentile by assets National rank
$230,773
Avg per participant Above avg balance/head
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Official DOL plan name: Lgi Services, LLC 403(b) Plan · Sponsored by Lgi Services, LLC · New York · Other Services

$37M in assets, 159 participants

Lgi Services, LLC's Lgi Services, LLC 403(b) Plan reported $37M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,185 in Other Services (7,857 peers)

Coverage in New York

Lgi Services, LLC 403(b) Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $37M.

#7,185
in Other Services (7,857 peers)
+8.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lgi Services, LLC 403(b) Plan's outsized position by total assets

Lgi Services, LLC 403(b) Plan vs every filed plan by assets

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

$36,692,865 Top 18% higher than 82% 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

Lgi Services, LLC 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lgi Services, LLC 403(b) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lgi Services, LLC 403(b) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lgi Services, LLC 403(b) Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Lgi Services, LLC 403(b) Plan reported participants rose from 154 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464232802 · Lgi Services, LLC PY 2023 · Other

Lgi Services, LLC 403(b) Plan · $37M · 159 · 82nd

  • EOY $37M
  • 5500 159
  • ASSETS 82nd
  • PCT Other
  • EIN near College Foundation, Inc. Defined Contribution Retirement Plan
  • RANK ind #7185

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 Other Services retirement plans → · Plans in New York →

Lgi Services, LLC 403(b) Plan in the asset neighbourhood

West Virginia University Research Corporation 403b Defined Contribution PlanWest Virginia University Res…$37MCollege Foundation, Inc. Defined Contribution Retirement PlanCollege Foundation, Inc. Def…$37MLgi Services, LLC 403(b) Plan$37MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$37MGuideposts Retirement Savings PlanGuideposts Retirement Saving…$37M
End-of-year total assets ($M) among Lgi Services, LLC 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN464232802
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lgi Services, LLC)

Sponsor-wide plan assets over time

All Lgi Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 18.050220765484983% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $33.9M $40M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 154 $34M
2023 1 159 $37M
2024 1 156 $40M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Lgi Services, LLC 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Lgi Services, LLC 403(b) Plan, Total assets ($B): 0.036692865 · Participants: 159Lgi Services, LLC 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Lgi Services, LLC 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Lgi Services, LLC 403(b) Plan side-by-side with 3 peers →

Lgi Services, LLC 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is College Foundation, Inc. Defined Contribution Retirement Plan in NC ($37M); by covered participants it is New America Foundation 403(b) DC Plan in DC (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Lgi Services, LLC 403(b) Plan assets move in 2023? ▼
Lgi Services, LLC 403(b) Plan grew at a solid clip - up 8.4% during 2023, from $34M to $37M. Reported net income was $3M.
How have Lgi Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lgi Services, LLC's sponsor-wide assets grew 18.1%, from $34M to $40M.
Where does Lgi Services, LLC 403(b) Plan rank by assets among Form 5500 filers? ▼
Lgi Services, LLC 403(b) Plan ranks in the 82nd 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 Other plans are similar in size to Lgi Services, LLC 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is College Foundation, Inc. Defined Contribution Retirement Plan in NC ($37M, 143 participants).
Which Other plans cover a similar participant headcount to Lgi Services, LLC 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is New America Foundation 403(b) DC Plan in DC (159 participants, $41M 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 464232802.

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.