401(k) · DOL Form 5500 · 2024

Lbw Advisors Inc 401(k) Plan

Data updated 2026-08-25

$151K
Total assets Small plan by assets: N/A
Participants Small participant base: 8th
Percentile by assets National rank

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Official DOL plan name: Lbw Advisors Inc 401(k) Plan · Sponsored by Lbw Advisors Inc · North Carolina · Professional & Technical Services

$151K in assets, N/A participants

Lbw Advisors Inc's Lbw Advisors Inc 401(k) Plan reported $151K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

#1,421 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Lbw Advisors Inc 401(k) Plan holds $151K for N/A participants, among the smaller plans by assets on file.

#1,421
in Professional & Technical Services (20,173 peers): +0.9%
assets growth YoY

Lbw Advisors Inc 401(k) Plan among the smaller filed plans by assets

Lbw Advisors Inc 401(k) Plan vs every filed plan by assets

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

$150,665 8th percentile higher than 8% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lbw Advisors Inc 401(k) Plan reported net income fell from $149K in the plan year 2023 filing to $1K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 923953205 · Lbw Advisors Inc PY 2024 · 401(k)

Lbw Advisors Inc 401(k) Plan · $151K · N/A · 8th

PHOTO $151K
IND N/A
EOY 8th
5500 401(k)
ASSETS near Charmo Six Corporation 401(k) Profit Sharing Plan
PCT ind #1421

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 North Carolina →

End-of-year total assets ($M) among Lbw Advisors Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$149K
Net Assets (End of Year)	$151K
Net Income	$1K
Employer EIN	923953205
Plan Effective Date	2023-05-10
Filing Status	FILING RECEIVED

Sponsor Plan History (Lbw Advisors Inc)

Latest sponsor-wide plan assets: $151K 0.9318434556587216% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	N/A	$149K
2024	1	N/A	$151K

Nearby 401(k) Plans in North Carolina

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

Lbw Advisors Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Lbw Advisors Inc 401(k) Plan side-by-side with 3 peers →

Lbw Advisors Inc 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside North Carolina, the nearest 401(k) by end-of-year assets is Charmo Six Corporation 401(k) Profit Sharing Plan in PA at $151K (this filing: $151K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151K here).

Charmo Six Corporation 401(k) Profit Sharing Plan (PA) $151K · 2
Relleum Group, Inc. 401(k) Profit Sharing Plan (CO) $151K · 2
Self Directed Property Investment, Inc. 401(k) Plan (CA) $151K · 3
Nextgen Design and Development Inc 401(k) Plan (MI) $151K · 1

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 Lbw Advisors Inc 401(k) Plan assets move in 2024? ▼

Lbw Advisors Inc 401(k) Plan held essentially flat - up 0.9% during 2024, from $149K to $151K. Reported net income was $1K.

How have Lbw Advisors Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lbw Advisors Inc's sponsor-wide assets grew 0.9%, from $149K to $151K.

Where does Lbw Advisors Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Lbw Advisors Inc 401(k) Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Lbw Advisors Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Charmo Six Corporation 401(k) Profit Sharing Plan in PA ($151K, 2 participants).

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 923953205.