Other · DOL Form 5500 · 2024

Lgi Services, LLC Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
156
Participants Small participant base
81st
Percentile by assets National rank
$256,171
Avg per participant Above avg balance/head
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Official DOL plan name: Lgi Services, LLC 403(b) Plan · Sponsored by Lgi Services, LLC · New York · Other Services

$40M in assets, 156 participants

Lgi Services, LLC's Lgi Services, LLC 403(b) Plan reported $40M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,038 in Other Services (7,719 peers)

Coverage in New York

Lgi Services, LLC 403(b) Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $40M.

#7,038
in Other Services (7,719 peers)
+8.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lgi Services, LLC 403(b) Plan's outsized position by total assets

Lgi Services, LLC 403(b) Plan vs every filed plan by assets

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

$39,962,611 Top 19% higher than 81% 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

Lgi Services, LLC 403(b) 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. Lgi Services, LLC 403(b) Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lgi Services, LLC 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lgi Services, LLC 403(b) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Lgi Services, LLC 403(b) Plan reported participants fell from 159 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464232802 · Lgi Services, LLC PY 2024 · Other

Lgi Services, LLC 403(b) Plan · $40M · 156 · 81st

  • ASSETS $40M
  • ASSETS 156
  • ASSETS 81st
  • ASSETS Other
  • ASSETS near Metairie Park Country Day School Defined Contribution Plan
  • ASSETS ind #7038

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 →

Lgi Services, LLC 403(b) Plan in the asset neighbourhood

Central Virginia Health Services Inc. Tax Shelter Annuity Retirement PlanCentral Virginia Health Serv…$40MNichols College 403b Plan$40MLgi Services, LLC 403(b) Plan$40MMetairie Park Country Day School Defined Contribution PlanMetairie Park Country Day Sc…$40MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$40M
End-of-year total assets ($M) among Lgi Services, LLC 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN464232802
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lgi Services, LLC)

Sponsor-wide plan assets over time

All Lgi Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 18.050220765484983% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $33.9M $40M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 154 $34M
2023 1 159 $37M
2024 1 156 $40M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Lgi Services, LLC 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Lgi Services, LLC 403(b) Plan, Total assets ($B): 0.039962611 · Participants: 156Lgi Services, LLC 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Lgi Services, LLC 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Lgi Services, LLC 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Metairie Park Country Day School Defined Contribution Plan in LA ($40M); by covered participants it is Mayfield Senior School 403 (B) Plan in CA (156 participants). Same-state nearby plans are listed separately above.

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 Lgi Services, LLC 403(b) Plan assets move in 2024?
Lgi Services, LLC 403(b) Plan grew at a solid clip - up 8.9% during 2024, from $37M to $40M. Reported net income was $3M.
How have Lgi Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lgi Services, LLC's sponsor-wide assets grew 18.1%, from $34M to $40M.
Where does Lgi Services, LLC 403(b) Plan rank by assets among Form 5500 filers?
Lgi Services, LLC 403(b) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lgi Services, LLC 403(b) Plan?
Among Other plans in other states, the closest by assets is Metairie Park Country Day School Defined Contribution Plan in LA ($40M, 341 participants).
Which Other plans cover a similar participant headcount to Lgi Services, LLC 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Mayfield Senior School 403 (B) Plan in CA (156 participants, $17M in assets).