Defined Benefit (Pension) · DOL Form 5500 · 2024

Lampert Advisors, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
35th
Percentile by assets National rank
$626,525
Avg per participant High balance/head
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Official DOL plan name: Lampert Debt Advisors Defined Benefit Plan · Sponsored by Lampert Advisors, LLC · New York · Finance & Insurance

$3M in assets, 5 participants

Lampert Advisors, LLC's Lampert Debt Advisors Defined Benefit Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,934 in Finance & Insurance (8,549 peers)

2024 asset change

Lampert Debt Advisors Defined Benefit Plan grew at a solid clip 11.5% in 2024 ($3M → $3M) for 5 participants.

#1,934
in Finance & Insurance (8,549 peers)
+11.5%
assets growth YoY

Lampert Debt Advisors Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Lampert Debt Advisors Defined Benefit Plan vs every filed plan by assets

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

$3,132,627 35th percentile higher than 35% 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

Lampert Debt Advisors Defined Benefit Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lampert Debt Advisors Defined Benefit Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lampert Debt Advisors Defined Benefit Plan reported net income rose from -$83K in the plan year 2023 filing to $324K in the plan year 2024 filing.
  • Lampert Debt Advisors Defined Benefit Plan reported participants rose from 2 in the plan year 2023 filing to 5 in the plan year 2024 filing.
  • Lampert Debt Advisors Defined Benefit Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270407806 · Lampert Advisors, LLC PY 2024 · Defined Benefit (Pension)

Lampert Debt Advisors Defined Benefit Plan · $3M · 5 · 35th

  • VS-ST $3M
  • VS-ST 5
  • VS-ST 35th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Thomas D. Lei, M.D., Fccp Pension Plan
  • VS-ST ind #1934

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 Finance & Insurance retirement plans → · Plans in New York →

Lampert Debt Advisors Defined Benefit Plan in the asset neighbourhood

Winning Connections, Inc. Pension PlanWinning Connections, Inc. Pe…$3MThomas D. Lei, M.D., Fccp Pension PlanThomas D. Lei, M.D., Fccp Pe…$3MLampert Debt Advisors Defined Benefit PlanLampert Debt Advisors Define…$3MGreater Wisconsin Multi-Employer Retirement IncomeGreater Wisconsin Multi-Empl…$3MBuckeye Pipe Line Services Company Iuoe Pension PlanBuckeye Pipe Line Services C…$3M
End-of-year total assets ($M) among Lampert Debt Advisors Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Lampert Advisors, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Lampert Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.304407231571538% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M$3.2M 202220232024 $2.89M $3.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 2 $3M
2024 1 5 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$324K
Employer EIN270407806
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Lampert Debt Advisors Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lampert Debt Advisors Defined Benefit Plan, Total assets ($B): 0.003132627 · Participants: 5Lampert Debt Advisors Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Lampert Debt Advisors Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Lampert Debt Advisors Defined Benefit Plan side-by-side with 3 peers →

Lampert Debt Advisors 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 Thomas D. Lei, M.D., Fccp Pension Plan in CA ($3M); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Lampert Debt Advisors Defined Benefit Plan assets move in 2024? ▼
Lampert Debt Advisors Defined Benefit Plan grew at a solid clip - up 11.5% during 2024, from $3M to $3M. Reported net income was $324K.
How have Lampert Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lampert Advisors, LLC's sponsor-wide assets grew 8.3%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Lampert Debt Advisors Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Thomas D. Lei, M.D., Fccp Pension Plan in CA ($3M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lampert Debt Advisors Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 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 270407806.

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.