401(k) · DOL Form 5500 · 2024

Lbm Advantage Inc 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
112
Participants Small participant base
75th
Percentile by assets National rank
$234,994
Avg per participant Above avg balance/head
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Official DOL plan name: Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lbm Advantage Inc · New York · Wholesale Trade

$26M in assets, 112 participants

Lbm Advantage Inc's Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported $26M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,441 in Wholesale Trade (6,080 peers)

Coverage in New York

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $26M.

#4,441
in Wholesale Trade (6,080 peers)
+6.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$26,319,380 Top 25% higher than 75% 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

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust 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. Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 120 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 141498340 · Lbm Advantage Inc PY 2024 · 401(k)

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust · $26M · 112 · 75th

  • 5500 $26M
  • ASSETS 112
  • PCT 75th
  • EIN 401(k)
  • RANK near Cexec, Inc. 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #4441

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 Wholesale Trade retirement plans → · Plans in New York →

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lbm Advantage Inc 401(k) Profit Sharing Plan & TrustLbm Advantage Inc 401(k) Pro…$26MCexec, Inc. 401(k) Profit Sharing Plan & TrustCexec, Inc. 401(k) Profit Sh…$26MJonathan Group 401(k) Plan$26MIms Companies, LLC Retirement Savings PlanIms Companies, LLC Retiremen…$26MStl Holding Company LLC 401(k) PlanStl Holding Company LLC 401(…$26M
End-of-year total assets ($M) among Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN141498340
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbm Advantage Inc)

Sponsor-wide plan assets over time

All Lbm Advantage Inc plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.13053519914601% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26.3M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 120 $25M
2024 1 112 $26M

Nearby 401(k) Plans in New York

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

Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.02631938 · Participants: 112Lbm Advantage Inc 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lbm Advantage 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 Cexec, Inc. 401(k) Profit Sharing Plan & Trust in VA ($26M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.1% during 2024, from $25M to $26M. Reported net income was $2M.
How have Lbm Advantage Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbm Advantage Inc's sponsor-wide assets grew 24.1%, from $21M to $26M.
Where does Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cexec, Inc. 401(k) Profit Sharing Plan & Trust in VA ($26M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Lbm Advantage Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 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 141498340.

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.