401(k) · DOL Form 5500 · 2024

Belfint Lyons & Shuman P.a. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
82
Participants Small participant base
75th
Percentile by assets National rank
$322,353
Avg per participant High balance/head
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Official DOL plan name: Belfint Lyons & Shuman P.a. 401(k) Savings Plan · Sponsored by Belfint Lyons & Shuman P.a. · Delaware · Professional & Technical Services

$26M in assets, 82 participants

Belfint Lyons & Shuman P.a.'s Belfint Lyons & Shuman P.a. 401(k) Savings Plan reported $26M in total assets and 82 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.

  • #15,175 in Professional & Technical Services (20,173 peers)

Where Belfint Lyons & Shuman P.a. 401(k) Savings Plan sits by assets

Belfint Lyons & Shuman P.a. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $26M for 82 participants (~$322,353/participant), up 23.0% in 2024.

#15,175
in Professional & Technical Services (20,173 peers)
+23.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Belfint Lyons & Shuman P.a. 401(k) Savings Plan's outsized position by total assets

Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs every filed plan by assets

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

$26,432,973 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

Belfint Lyons & Shuman P.a. 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belfint Lyons & Shuman P.a. 401(k) Savings Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belfint Lyons & Shuman P.a. 401(k) Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Belfint Lyons & Shuman P.a. 401(k) Savings Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Belfint Lyons & Shuman P.a. 401(k) Savings Plan reported participants rose from 80 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 510232399 · Belfint Lyons & Shuman P.a. PY 2024 · 401(k)

Belfint Lyons & Shuman P.a. 401(k) Savings Plan · $26M · 82 · 75th

  • TYPE $26M
  • TYPE 82
  • TYPE 75th
  • TYPE 401(k)
  • TYPE near Weber Automotive Management, LLC 401(k) and Profit Sharing Plan
  • TYPE ind #15175

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 Professional & Technical Services retirement plans → · Plans in Delaware →

Belfint Lyons & Shuman P.a. 401(k) Savings Plan in the asset neighbourhood

Metal Craft Machine & Engineering Inc, 401(k) PlanMetal Craft Machine & Engine…$26MBelfint Lyons & Shuman P.a. 401(k) Savings PlanBelfint Lyons & Shuman P.a. …$26MWeber Automotive Management, LLC 401(k) and Profit Sharing PlanWeber Automotive Management,…$26MMorgridge Institute for Research 401(k) PlanMorgridge Institute for Rese…$26MFranklin & Prokopik 401(k) Savings & Profit SharingFranklin & Prokopik 401(k) S…$26M
End-of-year total assets ($M) among Belfint Lyons & Shuman P.a. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN510232399
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belfint Lyons & Shuman P.a.)

Sponsor-wide plan assets over time

All Belfint Lyons & Shuman P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 58.0520432012947% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $26.4M ▲ +58.1%
Year Plans Participants Total Assets
2022 1 80 $17M
2023 1 80 $21M
2024 1 82 $26M

Nearby 401(k) Plans in Delaware

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

Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants Belfint Lyons & Shuman P.a. 401(k) Savings Plan, Total assets ($B): 0.026432973 · Participants: 82Belfint Lyons & Shuman P.a. 401(k) Savings PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Belfint Lyons & Shuman P.a. 401(k) Savings Plan side-by-side with 3 peers →

Belfint Lyons & Shuman P.a. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Weber Automotive Management, LLC 401(k) and Profit Sharing Plan in IL ($26M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Belfint Lyons & Shuman P.a. 401(k) Savings Plan assets move in 2024? ▼
Belfint Lyons & Shuman P.a. 401(k) Savings Plan grew sharply - up 23.0% during 2024, from $21M to $26M. Reported net income was $5M.
How have Belfint Lyons & Shuman P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belfint Lyons & Shuman P.a.'s sponsor-wide assets grew 58.1%, from $17M to $26M.
Where does Belfint Lyons & Shuman P.a. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Belfint Lyons & Shuman P.a. 401(k) Savings Plan 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 401(k) plans are similar in size to Belfint Lyons & Shuman P.a. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weber Automotive Management, LLC 401(k) and Profit Sharing Plan in IL ($26M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Belfint Lyons & Shuman P.a. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 510232399.

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.