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

L/B WATER SERVICE, INC. 401(K) PLAN

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

L/B WATER SERVICE, INC.

This 401(k) plan holds $23M in total assets and serves 226 participants as of 2023. It is sponsored by L/B WATER SERVICE, INC. in Pennsylvania. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$23M
Participants
226
State
Industry
Wholesale Trade

What the Filing Says About L/B WATER SERVICE, INC. 401(K) PLAN

L/B WATER SERVICE, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by L/B WATER SERVICE, INC., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 226 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 753036438, and the plan has been effective since 1978-12-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2023 to $23M at year-end — a gain of 23.6%. Net assets (after liabilities) closed the year at $23M, with reported net income of $3M 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)$19M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$3M
Plan Type401(k)
Employer EIN753036438
Plan Effective Date1978-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (L/B WATER SERVICE, INC.)

Year Plans Participants Total Assets
2022 2 409 $219M
2023 2 434 $238M
2024 2 458 $247M

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the L/B WATER SERVICE, INC. 401(K) PLAN?
As of the 2023 Form 5500 filing, L/B WATER SERVICE, INC. 401(K) PLAN holds $23M in total assets with 226 participants. It is sponsored by L/B WATER SERVICE, INC..
What type of plan is L/B WATER SERVICE, INC. 401(K) PLAN?
L/B WATER SERVICE, INC. 401(K) PLAN is a 401(k) plan. It has been effective since 1978-12-15. The plan is filed with the U.S. Department of Labor under EIN 753036438.
Who sponsors the L/B WATER SERVICE, INC. 401(K) PLAN?
L/B WATER SERVICE, INC. 401(K) PLAN is sponsored by L/B WATER SERVICE, INC., located in Pennsylvania. The sponsor's EIN is 753036438 and the plan operates in the Wholesale Trade industry.
How did L/B WATER SERVICE, INC. 401(K) PLAN perform in 2023?
L/B WATER SERVICE, INC. 401(K) PLAN grew by 23.6% during 2023, moving from $19M to $23M in total assets. Net income was $3M.
Where can I find official filings for L/B WATER SERVICE, INC. 401(K) PLAN?
Official Form 5500 filings for L/B WATER SERVICE, INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 753036438 or plan name at efast.dol.gov.
How does L/B WATER SERVICE, INC. 401(K) PLAN compare to other plans?
You can compare L/B WATER SERVICE, INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 753036438.

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.