401(k) · DOL Form 5500 · 2024

Carter Ledyard & Milburn LLP 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
92
Participants
90th
Percentile by assets
$1.1M
Avg per participant
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Official DOL plan name: Carter Ledyard & Milburn LLP 401(k) Retirement Plan · Sponsored by Carter Ledyard & Milburn LLP · New York · Professional & Technical Services

$100M in assets, 92 participants

Carter Ledyard & Milburn LLP's Carter Ledyard & Milburn LLP 401(k) Retirement Plan reported $100M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 123,622 plans)
  • #18,465 in Professional & Technical Services (20,173 peers)

Where Carter Ledyard & Milburn LLP 401(k) Retirement Plan sits by assets

Carter Ledyard & Milburn LLP 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $100M for 92 participants (~$1.1M/participant), up 17.8% in 2024.

$100M
total plan assets (2024 EOY)
92
covered participants
90th
percentile by assets (of 123,622 plans)
$1.1M
avg assets per participant

Where Carter Ledyard & Milburn LLP 401(k) Retirement Plan sits by total assets

Carter Ledyard & Milburn LLP 401(k) Retirement Plan vs every filed plan by assets

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

$99,681,411 Top 10% higher than 90% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carter Ledyard & Milburn LLP 401(k) Retirement Plan end-of-year assets rose from $85M in the plan year 2023 filing to $100M in the plan year 2024 filing.
  • Carter Ledyard & Milburn LLP 401(k) Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Carter Ledyard & Milburn LLP 401(k) Retirement Plan reported participants rose from 91 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Carter Ledyard & Milburn LLP 401(k) Retirement Plan vs the 2024 asset distribution

By assets, Carter Ledyard & Milburn LLP 401(k) Retirement Plan outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$100M
Net Income$15M
Employer EIN134986540
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Ledyard & Milburn LLP)

$70M$80M$90M$100M$110M$120M 202220232024 $78M $110M ▲ +40.5%
Total plan assets by year, all Carter Ledyard & Milburn LLP plans on file
Year Plans Participants Total Assets
2022 2 109 $78M
2023 2 113 $93M
2024 2 117 $110M

Nearby 401(k) Plans in New York

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

Carter Ledyard & Milburn LLP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carter Ledyard & Mil…, Total assets ($B): 0.099681411 · Participants: 92Carter Ledyard & Mil…IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k…, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k…Pfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings …, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 40…
Carter Ledyard & Milburn LLP 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carter Ledyard & Milburn LLP 401(k) Reti… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carter Ledyard & Milburn LLP 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Carter Ledyard & Milburn LLP 401(k) Retirement Plan assets move in 2024? ▼
Carter Ledyard & Milburn LLP 401(k) Retirement Plan grew sharply - up 17.8% during 2024, from $85M to $100M. Reported net income was $15M.
How have Carter Ledyard & Milburn LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Ledyard & Milburn LLP's sponsor-wide assets grew 40.6%, from $78M to $110M.
Where does Carter Ledyard & Milburn LLP 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Carter Ledyard & Milburn LLP 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carter Ledyard & Milburn LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Molin Concrete Products Company Employee Stock Ownership Plan and Trust in MN ($100M, 118 participants).

Next read for Carter Ledyard & Milburn LLP 401(k) Reti…

Scale reading

Ways to act on Carter Ledyard & Milburn LLP 401(k) Retirement Plan's numbers.

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 134986540.

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.