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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $285K |
| Employer EIN | 111708617 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING 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
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.
- Dodge & Cox Profit Sharing Plan (CA) 346 · 0 off
- College Fresh, Inc. Retirement Savings Plan (IL) 346 · 0 off
- Viwinco, Inc. 401(k) Plan (PA) 346 · 0 off
- Chelsea Milling Company, Chelsea Milling Division, Defined Contribution Plan (MI) 346 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.