Defined Benefit (Pension) · DOL Form 5500 · 2023

The Lotts Agency Ltd. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$774,696
Avg per participant High balance/head
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Official DOL plan name: The Lotts Agency Ltd Defined Benefit Plan · Sponsored by The Lotts Agency Ltd. · New York · Arts, Entertainment & Recreation

$3M in assets, 4 participants

The Lotts Agency Ltd.'s The Lotts Agency Ltd Defined Benefit Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #1,738 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, The Lotts Agency Ltd Defined Benefit Plan ranks #1,738 of 2,945 2023 filers by assets (896% of the sector average)-$3M for 4 participants.

#1,738
in Arts, Entertainment & Recreation (2,945 peers)
+21.0%
assets growth YoY

The Lotts Agency Ltd Defined Benefit Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Lotts Agency Ltd Defined Benefit Plan vs every filed plan by assets

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

$3,098,785 36th percentile higher than 36% 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

The Lotts Agency Ltd Defined Benefit Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lotts Agency Ltd Defined Benefit Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lotts Agency Ltd Defined Benefit Plan reported net income rose from $27K in the plan year 2022 filing to $539K in the plan year 2023 filing.
  • The Lotts Agency Ltd Defined Benefit Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • The Lotts Agency Ltd Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 452436415 · The Lotts Agency Ltd. PY 2023 · Defined Benefit (Pension)

The Lotts Agency Ltd Defined Benefit Plan · $3M · 4 · 36th

  • EBSA $3M
  • PART 4
  • TYPE 36th
  • NET Defined Benefit (Pension)
  • BOOK near The Omaha Home for Boys Pension Plan
  • VS-ST ind #1738

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

The Lotts Agency Ltd Defined Benefit Plan in the asset neighbourhood

Allgate Financial, LLC Cash Balance Pension Plan & TrustAllgate Financial, LLC Cash …$3MThe Lotts Agency Ltd Defined Benefit PlanThe Lotts Agency Ltd Defined…$3MThe Omaha Home for Boys Pension PlanThe Omaha Home for Boys Pens…$3MRogers Brothers Pension Plan for Bargaining EmployeesRogers Brothers Pension Plan…$3MThe Ozurovich Group Apc Defined Benefit Pension PlanThe Ozurovich Group Apc Defi…$3M
End-of-year total assets ($M) among The Lotts Agency Ltd Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$539K
Employer EIN452436415
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lotts Agency Ltd.)

Sponsor-wide plan assets over time

All The Lotts Agency Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.037163995058187% vs 2022
2023 filing year
$2.4M$2.6M$2.8M$3M$3.2M 20222023 $2.56M $3.1M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 4 $3M

Nearby Defined Benefit (Pension) Plans in New York

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

The Lotts Agency Ltd Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Lotts Agency Ltd Defined Benefit Plan, Total assets ($B): 0.003098785 · Participants: 4The Lotts Agency Ltd Defined Benefit PlanIBM 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
The Lotts Agency Ltd Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare The Lotts Agency Ltd Defined Benefit Plan side-by-side with 3 peers →

The Lotts Agency Ltd Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Omaha Home for Boys Pension Plan in NE ($3M); 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 The Lotts Agency Ltd Defined Benefit Plan assets move in 2023? ▼
The Lotts Agency Ltd Defined Benefit Plan grew sharply - up 21.0% during 2023, from $3M to $3M. Reported net income was $539K.
How have The Lotts Agency Ltd. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Lotts Agency Ltd.'s sponsor-wide assets grew 21.0%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to The Lotts Agency Ltd Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Omaha Home for Boys Pension Plan in NE ($3M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Lotts Agency Ltd Defined Benefit Plan? ▼
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 452436415.

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.