Defined Benefit (Pension) · DOL Form 5500 · 2024

The Ludwig Group Inc Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
27
Participants Small participant base
75th
Percentile by assets National rank
$975,899
Avg per participant High balance/head
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Official DOL plan name: Employee Pension Plan of the Ludwig Group, Inc. · Sponsored by The Ludwig Group Inc · New York · Administrative & Support Services

$26M in assets, 27 participants

The Ludwig Group Inc's Employee Pension Plan of the Ludwig Group, Inc. reported $26M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #3,816 in Administrative & Support Services (4,368 peers)

Where Employee Pension Plan of the Ludwig Group, Inc. sits by assets

Employee Pension Plan of the Ludwig Group, Inc. sits in the top quartile of all filed plans by assets, $26M for 27 participants (~$975,899/participant), up 6.4% in 2024.

#3,816
in Administrative & Support Services (4,368 peers)
+6.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Employee Pension Plan of the Ludwig Group, Inc.'s outsized position by total assets

Employee Pension Plan of the Ludwig Group, Inc. vs every filed plan by assets

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

$26,349,260 Top 25% higher than 75% 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

Employee Pension Plan of the Ludwig Group, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Pension Plan of the Ludwig Group, Inc. is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Pension Plan of the Ludwig Group, Inc. reported participants fell from 49 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Employee Pension Plan of the Ludwig Group, Inc. reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Employee Pension Plan of the Ludwig Group, Inc. end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132808920 · The Ludwig Group Inc PY 2024 · Defined Benefit (Pension)

Employee Pension Plan of the Ludwig Group, Inc. · $26M · 27 · 75th

  • IND $26M
  • EOY 27
  • 5500 75th
  • ASSETS Defined Benefit (Pension)
  • PCT near Gcc Dacotah, Inc. Defined Benefit Pension Plan
  • EIN ind #3816

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 Administrative & Support Services retirement plans → · Plans in New York →

Employee Pension Plan of the Ludwig Group, Inc. in the asset neighbourhood

Integris Health, Inc Retirement Plan BIntegris Health, Inc Retirem…$26MEmployee Pension Plan of the Ludwig Group, Inc.Employee Pension Plan of the…$26MGcc Dacotah, Inc. Defined Benefit Pension PlanGcc Dacotah, Inc. Defined Be…$26MVirginia Oncology Associates, P. C. Cash Balance PlanVirginia Oncology Associates…$26MEncyclopaedia Britannica Pension PlanEncyclopaedia Britannica Pen…$26M
End-of-year total assets ($M) among Employee Pension Plan of the Ludwig Group, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN132808920
Plan Effective Date1951-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ludwig Group Inc)

Sponsor-wide plan assets over time

All The Ludwig Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.527108443888014% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.3M $44M ▲ +24.5%
Year Plans Participants Total Assets
2022 2 89 $35M
2023 2 63 $39M
2024 2 46 $44M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employee Pension Plan of the Ludwig Group, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employee Pension Plan of the Ludwig Group, Inc., Total assets ($B): 0.02634926 · Participants: 27Employee Pension Plan of the Ludwig Group, Inc.IBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Employee Pension Plan of the Ludwig Group, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employee Pension Plan of the Ludwig Group, Inc. side-by-side with 3 peers →

Employee Pension Plan of the Ludwig Group, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Gcc Dacotah, Inc. Defined Benefit Pension Plan in SD ($26M); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (27 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 Employee Pension Plan of the Ludwig Group, Inc. assets move in 2024? ▼
Employee Pension Plan of the Ludwig Group, Inc. grew at a solid clip - up 6.4% during 2024, from $25M to $26M. Reported net income was $2M.
How have The Ludwig Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ludwig Group Inc's sponsor-wide assets grew 24.5%, from $35M to $44M.
Where does Employee Pension Plan of the Ludwig Group, Inc. rank by assets among Form 5500 filers? ▼
Employee Pension Plan of the Ludwig Group, Inc. ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Employee Pension Plan of the Ludwig Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gcc Dacotah, Inc. Defined Benefit Pension Plan in SD ($26M, 34 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employee Pension Plan of the Ludwig Group, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Beckley Water Company in WV (27 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132808920.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.