401(k) · DOL Form 5500 · 2024
L & B Realty Advisors, LLP 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 73
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $560,876
- Avg per participant High balance/head
Official DOL plan name: L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust · Sponsored by L & B Realty Advisors, LLP · Texas · Real Estate
$41M in assets, 73 participants
L & B Realty Advisors, LLP's L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust reported $41M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #4,234 in Real Estate (4,605 peers)
Where L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust sits by assets
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust sits in the top quartile of all filed plans by assets, $41M for 73 participants (~$560,876/participant), up 12.8% in 2024.
- #4,234
- in Real Estate (4,605 peers)
- +12.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust's outsized position by total assets
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,943,972 Top 18% higher than 82% 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
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust is a small filing (73 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust reported participants fell from 76 in the plan year 2023 filing to 73 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 203146704 · L & B Realty Advisors, LLP PY 2024 · 401(k)
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust · $41M · 73 · 82nd
- RANK $41M
- PHOTO 73
- IND 82nd
- EOY 401(k)
- 5500 near Aj Antunes & Co Ps & Ee Savings Plan & Trust
- ASSETS ind #4234
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 Real Estate retirement plans → · Plans in Texas →
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $5M |
| Employer EIN | 203146704 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L & B Realty Advisors, LLP)
Sponsor-wide plan assets over time
All L & B Realty Advisors, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 32.45819333940326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $31M |
| 2023 | 1 | 76 | $36M |
| 2024 | 1 | 73 | $41M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
L & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Aj Antunes & Co Ps & Ee Savings Plan & Trust in IL ($41M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Aj Antunes & Co Ps & Ee Savings Plan & Trust (IL) $41M · 280
- Great Falls Clinic Retirement Plan (MT) $41M · 769
- Dancker 401(k) Plan (NJ) $41M · 271
- Sitime 401(k) Plan (CA) $41M · 175
Similar participant headcount
Nearest other-state filings by covered participants (73 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.