401(k) · DOL Form 5500 · 2024
Robert Lehman Foundation Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $946,652
- Avg per participant High balance/head
Official DOL plan name: Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Robert Lehman Foundation Inc · New York · Professional & Technical Services
$2M in assets, 2 participants
Robert Lehman Foundation Inc's Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #4,940 in Professional & Technical Services (20,173 peers)
Robert Lehman Foundation Inc multi-year trail
Robert Lehman Foundation Inc's plans moved +57.0% in assets from 2022 to 2024; this filing shows Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust at $2M / 2 participants.
- #4,940
- in Professional & Technical Services (20,173 peers)
- +26.0%
- assets growth YoY
Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,893,303 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $297K in the plan year 2023 filing to $390K in the plan year 2024 filing.
- Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 136094018 · Robert Lehman Foundation Inc PY 2024 · 401(k)
Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust · $2M · 2 · 29th
- IND $2M
- EOY 2
- 5500 29th
- ASSETS 401(k)
- PCT near Prairieland Bancorp, Inc. Retirement Plan
- EIN ind #4940
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 Professional & Technical Services retirement plans → · Plans in New York →
Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Robert Lehman Foundation Inc multi-year asset trail
Sponsor-wide plan assets over time
All Robert Lehman Foundation Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 57.012821905629906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Robert Lehman Foundation Inc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $390K |
| Employer EIN | 136094018 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Robert Lehman Foundation Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Prairieland Bancorp, Inc. Retirement Plan in IL ($2M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.