401(k) · DOL Form 5500 · 2024

Life Benefit Plan 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
346
Participants Below avg headcount
35th
Percentile by assets National rank
$9,463
Avg per participant Low balance/head
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Official DOL plan name: Life Benefit Plan Member 401(k) Plan · Sponsored by Life Benefit Plan · New York · Other Services

$3M in assets, 346 participants

Life Benefit Plan's Life Benefit Plan Member 401(k) Plan reported $3M in total assets and 346 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.

  • #4,552 in Other Services (7,719 peers)

Coverage in New York

Life Benefit Plan Member 401(k) Plan covers 346 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $3M.

#4,552
in Other Services (7,719 peers)
+9.6%
assets growth YoY

Life Benefit Plan Member 401(k) Plan's mid-pack asset rank among Other Services and all filers

Life Benefit Plan Member 401(k) Plan vs every filed plan by assets

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

$3,274,175 35th percentile higher than 35% 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

Life Benefit Plan Member 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Life Benefit Plan Member 401(k) Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Life Benefit Plan Member 401(k) Plan reported net income fell from $488K in the plan year 2023 filing to $285K in the plan year 2024 filing.
  • Life Benefit Plan Member 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 111708617 · Life Benefit Plan PY 2024 · 401(k)

Life Benefit Plan Member 401(k) Plan · $3M · 346 · 35th

  • PCT $3M
  • PCT 346
  • PCT 35th
  • PCT 401(k)
  • PCT near Jwk Management Group 401(k) Plan
  • PCT ind #4552

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 Other Services retirement plans → · Plans in New York →

Life Benefit Plan Member 401(k) Plan in the asset neighbourhood

Life Benefit Plan Member 401(k) PlanLife Benefit Plan Member 401…$3MJwk Management Group 401(k) PlanJwk Management Group 401(k) …$3MOwen W. Miller, N.D., Inc., P.S. 401(k) Profit Sharing PlanOwen W. Miller, N.D., Inc., …$3MTexas Laparoscopic Consultants 401(k) PlanTexas Laparoscopic Consultan…$3MMhl LLC 401(k) Profit Sharing Plan & TrustMhl LLC 401(k) Profit Sharin…$3M
End-of-year total assets ($M) among Life Benefit Plan Member 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$285K
Employer EIN111708617
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Life Benefit Plan)

Sponsor-wide plan assets over time

All Life Benefit Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 31.051974100006447% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.5M $3.27M ▲ +30.8%
Year Plans Participants Total Assets
2022 1 323 $2M
2023 1 349 $3M
2024 1 346 $3M

Nearby 401(k) Plans in New York

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

Life Benefit Plan Member 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Life Benefit Plan Member 401(k) Plan, Total assets ($B): 0.003274175 · Participants: 346Life Benefit Plan Member 401(k) 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
Life Benefit Plan Member 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Life Benefit Plan Member 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jwk Management Group 401(k) Plan in IN ($3M); by covered participants it is Dodge & Cox Profit Sharing Plan in CA (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Life Benefit Plan Member 401(k) Plan assets move in 2024?
Life Benefit Plan Member 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $3M to $3M. Reported net income was $285K.
How have Life Benefit Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Life Benefit Plan's sponsor-wide assets grew 31.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Life Benefit Plan Member 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jwk Management Group 401(k) Plan in IN ($3M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Life Benefit Plan Member 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dodge & Cox Profit Sharing Plan in CA (346 participants, $356M in assets).