401(k) · DOL Form 5500 · 2024

Longbridge Financial LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
429
Participants Below avg headcount
72nd
Percentile by assets National rank
$50,762
Avg per participant Low balance/head
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Official DOL plan name: Longbridge Financial LLC 401(k) Profit Sharing Plan · Sponsored by Longbridge Financial LLC · New Jersey · Professional & Technical Services

$22M in assets, 429 participants

Longbridge Financial LLC's Longbridge Financial LLC 401(k) Profit Sharing Plan reported $22M in total assets and 429 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,393 in Professional & Technical Services (20,173 peers)

Longbridge Financial LLC multi-year trail

Longbridge Financial LLC's plans moved +161.5% in assets from 2022 to 2024; this filing shows Longbridge Financial LLC 401(k) Profit Sharing Plan at $22M / 429 participants.

#14,393
in Professional & Technical Services (20,173 peers)
+34.9%
assets growth YoY

Longbridge Financial LLC 401(k) Profit Sharing Plan's outsized position by total assets

Longbridge Financial LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,776,837 Top 28% higher than 72% of 123,620 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 2024

Longbridge Financial LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Longbridge Financial LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (429 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Longbridge Financial LLC 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Longbridge Financial LLC 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Longbridge Financial LLC 401(k) Profit Sharing Plan reported participants rose from 399 in the plan year 2023 filing to 429 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 460530020 · Longbridge Financial LLC PY 2024 · 401(k)

Longbridge Financial LLC 401(k) Profit Sharing Plan · $22M · 429 · 72nd

  • NET $22M
  • NET 429
  • NET 72nd
  • NET 401(k)
  • NET near Mechanical Contractors, LLC 401(k) Plan
  • NET ind #14393

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 Jersey →

Longbridge Financial LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Longbridge Financial LLC 401(k) Profit Sharing PlanLongbridge Financial LLC 401…$22MMechanical Contractors, LLC 401(k) PlanMechanical Contractors, LLC …$22MCare Management, Inc. 401(k) PlanCare Management, Inc. 401(k)…$22MRecovery Centers of America 401(k) PlanRecovery Centers of America …$22MMeteor Education, LLC 401(k) Profit Sharing PlanMeteor Education, LLC 401(k)…$22M
End-of-year total assets ($M) among Longbridge Financial LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Longbridge Financial LLC multi-year asset trail

Sponsor-wide plan assets over time

All Longbridge Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 161.52745812671105% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.33M $21.8M ▲ +161.5%
Year Plans Participants Total Assets
2022 1 258 $8M
2023 1 399 $16M
2024 1 429 $22M

Longbridge Financial LLC filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN460530020
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Longbridge Financial LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Longbridge Financial LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.021776837 · Participants: 429Longbridge Financial LLC 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Longbridge Financial LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Longbridge Financial LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Longbridge Financial LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Mechanical Contractors, LLC 401(k) Plan in NC ($22M); by covered participants it is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (429 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Longbridge Financial LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Longbridge Financial LLC 401(k) Profit Sharing Plan surged - up 34.9% during 2024, from $16M to $22M. Reported net income was $6M.
How have Longbridge Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Longbridge Financial LLC's sponsor-wide assets grew 161.5%, from $8M to $22M.
Which 401(k) plans are similar in size to Longbridge Financial LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mechanical Contractors, LLC 401(k) Plan in NC ($22M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Longbridge Financial LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nederman Holding USA, Inc. 401(k) Plan in NC (429 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460530020.

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.