Defined Benefit (Pension) · DOL Form 5500 · 2024
Lampert Advisors, LLC Pension Plan
Data updated 2026-08-11
- $3M
- Total assets
- 5
- Participants
- 35th
- Percentile by assets
- $626,525
- Avg per participant
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.
- 35th percentile by assets (of 123,622 plans)
- #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.
- $3M
- total plan assets (2024 EOY)
- 5
- covered participants
- 35th
- percentile by assets (of 123,622 plans)
- $626,525
- avg assets per participant
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.
2024 asset move for Lampert Debt Advisors Defined Benefit Plan
Year over year, total assets grew at a solid clip from $3M at the start of 2024 to $3M at year-end (up 11.5%). Net assets closed at $3M; reported net income $324K.
Lampert Advisors, LLC years around the 2024 move
| 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 EIN | 270407806 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING 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
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Lampert Debt Advisors Defined Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Lampert Debt Advisors Defined Benefit Plan assets move in 2024? ▼
How have Lampert Advisors, LLC plan assets changed over time? ▼
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Next read for Lampert Debt Advisors Defined Benefit Pl…
2024 change
Ways to act on Lampert Debt Advisors Defined Benefit Plan's numbers.
- By total assets, Lampert Debt Advisors Defined Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Lampert Advisors, LLC's sponsor-wide assets have grown 8.3% since 2022 across 3 plan years on file. More Finance & Insurance plans