Defined Benefit (Pension) · DOL Form 5500 · 2023

Ljms Associates, LLC Pension Plan

Data updated 2026-08-25

$892K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$222,881
Avg per participant Above avg balance/head
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Official DOL plan name: Ljms Associates, LLC Retirement Plan and Trust · Sponsored by Ljms Associates, LLC · New York · Other Services

$892K in assets, 4 participants

Ljms Associates, LLC's Ljms Associates, LLC Retirement Plan and Trust reported $892K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,656 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Ljms Associates, LLC Retirement Plan and Trust ranks #3,656 of 7,857 2023 filers by assets (2251% of the sector average)-$892K for 4 participants.

#3,656
in Other Services (7,857 peers)
+1.5%
assets growth YoY

Ljms Associates, LLC Retirement Plan and Trust among the smaller filed plans by assets

Ljms Associates, LLC Retirement Plan and Trust vs every filed plan by assets

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

$891,523 23rd percentile higher than 23% 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

Ljms Associates, LLC Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ljms Associates, LLC Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ljms Associates, LLC Retirement Plan and Trust reported net income rose from -$100K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Ljms Associates, LLC Retirement Plan and Trust end-of-year assets rose from $878K in the plan year 2022 filing to $892K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 272206542 · Ljms Associates, LLC PY 2023 · Defined Benefit (Pension)

Ljms Associates, LLC Retirement Plan and Trust · $892K · 4 · 23rd

  • BOOK $892K
  • BOOK 4
  • BOOK 23rd
  • BOOK Defined Benefit (Pension)
  • BOOK near The Law Offices of Bradford D. Brown, Apc Defined Benefit Pension Plan
  • BOOK ind #3656

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 →

Ljms Associates, LLC Retirement Plan and Trust in the asset neighbourhood

Eduardo Negron Mercado Defined Benefit PlanEduardo Negron Mercado Defin…$899KLjms Associates, LLC Retirement Plan and TrustLjms Associates, LLC Retirem…$892KThe Law Offices of Bradford D. Brown, Apc Defined Benefit Pension PlanThe Law Offices of Bradford …$893KPension Plan of United Way of the Bay AreaPension Plan of United Way o…$890KCompu Pro Services Corporation Cash Balance PlanCompu Pro Services Corporati…$883K
End-of-year total assets ($M) among Ljms Associates, LLC Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$878K
Net Assets (End of Year)$892K
Net Income$13K
Employer EIN272206542
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ljms Associates, LLC)

Sponsor-wide plan assets over time

All Ljms Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$905K 3.0224922240387637% vs 2022
2024 filing year
$0.87M$0.88M$0.89M$0.9M$0.91M 202220232024 $0.88M $0.9M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 4 $878K
2023 1 4 $892K
2024 1 4 $905K

Nearby Defined Benefit (Pension) Plans in New York

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

Ljms Associates, LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ljms Associates, LLC Retirement Plan and Trust, Total assets ($B): 0.000891523 · Participants: 4Ljms Associates, LLC Retirement Plan and TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Ljms Associates, LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ljms Associates, LLC Retirement Plan and Trust side-by-side with 3 peers →

Ljms Associates, LLC Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Law Offices of Bradford D. Brown, Apc Defined Benefit Pension Plan in CA ($893K); 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 Ljms Associates, LLC Retirement Plan and Trust assets move in 2023? ▼
Ljms Associates, LLC Retirement Plan and Trust edged up modestly - up 1.5% during 2023, from $878K to $892K. Reported net income was $13K.
How have Ljms Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ljms Associates, LLC's sponsor-wide assets grew 3.0%, from $878K to $905K.
Where does Ljms Associates, LLC Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Ljms Associates, LLC Retirement Plan and Trust ranks in the 23rd 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 Ljms Associates, LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Law Offices of Bradford D. Brown, Apc Defined Benefit Pension Plan in CA ($893K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ljms Associates, LLC Retirement Plan and Trust? ▼
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 272206542.

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.