401(k) · DOL Form 5500 · 2024

Carter Ledyard & Milburn LLP 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
92
Participants Small participant base
90th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#18,465
in Professional & Technical Services (20,173 peers)
+17.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Carter Ledyard & Milburn LLP 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Carter Ledyard & Milburn LLP 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carter Ledyard & Milburn LLP 401(k) Retirement Plan is a small filing (92 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 134986540 · Carter Ledyard & Milburn LLP PY 2024 · 401(k)

Carter Ledyard & Milburn LLP 401(k) Retirement Plan · $100M · 92 · 90th

  • VS-ST $100M
  • VS-ST 92
  • VS-ST 90th
  • VS-ST 401(k)
  • VS-ST near Molin Concrete Products Company Employee Stock Ownership Plan and Trust
  • VS-ST ind #18465

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 Professional & Technical Services retirement plans → · Plans in New York →

Carter Ledyard & Milburn LLP 401(k) Retirement Plan in the asset neighbourhood

Carter Ledyard & Milburn LLP 401(k) Retirement PlanCarter Ledyard & Milburn LLP…$100MMolin Concrete Products Company Employee Stock Ownership Plan and TrustMolin Concrete Products Comp…$100MRobert Reiser & Company, Inc. 401(k) Profit Sharing PlanRobert Reiser & Company, Inc…$100MBartlit Beck LLP 401(k) Plan and TrustBartlit Beck LLP 401(k) Plan…$100MNational Student Clearinghouse 401(k) Retirement PlanNational Student Clearinghou…$100M
End-of-year total assets ($M) among Carter Ledyard & Milburn LLP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Carter Ledyard & Milburn LLP plans reported in each filing year

Latest sponsor-wide plan assets
$110M 40.5522683214334% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78M $110M ▲ +40.5%
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 ($B) Participants Carter Ledyard & Milburn LLP 401(k) Retirement Plan, Total assets ($B): 0.099681411 · Participants: 92Carter Ledyard & Milburn LLP 401(k) Retirement PlanIBM 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
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) Retirement Plan side-by-side with 3 peers →

Carter Ledyard & Milburn LLP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Molin Concrete Products Company Employee Stock Ownership Plan and Trust in MN ($100M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 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).
Which 401(k) plans cover a similar participant headcount to Carter Ledyard & Milburn LLP 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 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.