Defined Benefit (Pension) · DOL Form 5500 · 2024
Ivy League Financial Advisors, LLC Pension Plan
Data updated 2026-08-25
- $856K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $214,045
- Avg per participant Above avg balance/head
Official DOL plan name: Ivy League Financial Advisors, LLC Cash Balance Plan · Sponsored by Ivy League Financial Advisors, LLC · Maryland · Finance & Insurance
$856K in assets, 4 participants
Ivy League Financial Advisors, LLC's Ivy League Financial Advisors, LLC Cash Balance Plan reported $856K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,046 in Finance & Insurance (8,549 peers)
Ivy League Financial Advisors, LLC multi-year trail
Ivy League Financial Advisors, LLC's plans moved +10.1% in assets from 2022 to 2024; this filing shows Ivy League Financial Advisors, LLC Cash Balance Plan at $856K / 4 participants.
- #1,046
- in Finance & Insurance (8,549 peers)
- +3.3%
- assets growth YoY
Ivy League Financial Advisors, LLC Cash Balance Plan among the smaller filed plans by assets
Ivy League Financial Advisors, LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$856,180 22nd percentile higher than 22% 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
Ivy League Financial Advisors, LLC Cash Balance Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivy League Financial Advisors, LLC Cash Balance Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ivy League Financial Advisors, LLC Cash Balance Plan reported net income fell from $51K in the plan year 2023 filing to $28K in the plan year 2024 filing.
- Ivy League Financial Advisors, LLC Cash Balance Plan end-of-year assets rose from $828K in the plan year 2023 filing to $856K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 731715946 · Ivy League Financial Advisors, LLC PY 2024 · Defined Benefit (Pension)
Ivy League Financial Advisors, LLC Cash Balance Plan · $856K · 4 · 22nd
- SCH $856K
- EBSA 4
- PART 22nd
- TYPE Defined Benefit (Pension)
- NET near Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust
- BOOK ind #1046
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 Finance & Insurance retirement plans → · Plans in Maryland →
Ivy League Financial Advisors, LLC Cash Balance Plan in the asset neighbourhood
Ivy League Financial Advisors, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ivy League Financial Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $856K 10.067093386949765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $778K |
| 2023 | 1 | 4 | $828K |
| 2024 | 1 | 4 | $856K |
Ivy League Financial Advisors, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $828K |
|---|---|
| Net Assets (End of Year) | $856K |
| Net Income | $28K |
| Employer EIN | 731715946 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Electrical Benefit Fund $20.4B · 332,362
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.3B · 18,014
- Bakery & Confectionery Union & Industry International Pension Fund $6.6B · 14,954
- National Automatic Sprinkler Industry Pension Fund $4.8B · 15,964
- Major League Baseball Players Pension Plan $4.8B · 1,091
Ivy League Financial Advisors, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust in WA ($854K); by covered participants it is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($856K here).
- Alfred H. Chan M.D., P.C. Defined Benefit Pension Plan & Trust (WA) $854K · N/A
- The Oberg Industries, Inc. Defined Benefit Pension Plan (PA) $853K · 125
- Aaa Mid-Atlantic Commissioned Salesmen's Pension Plan (DE) $864K · N/A
- Southland Steel Fabricators, Inc. Defined Benefit Plan and Trust (LA) $848K · 168
Similar participant headcount
Nearest other-state filings by covered participants (4 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.