401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$26M
Total assets
82
Participants
75th
Percentile by assets
$322,353
Avg per participant
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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.

  • 75th percentile by assets (of 123,622 plans)
  • #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.

$26M
total plan assets (2024 EOY)
82
covered participants
75th
percentile by assets (of 123,622 plans)
$322,353
avg assets per participant

Where Belfint Lyons & Shuman P.a. 401(k) Savings Plan sits 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 $2,010,000,000 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

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 →

State
Delaware
Industry
Professional & Technical Services

Belfint Lyons & Shuman P.a. 401(k) Savings Plan vs the 2024 asset distribution

By assets, Belfint Lyons & Shuman P.a. 401(k) Savings Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

$15M$20M$25M$30M 202220232024 $16.7M $26.4M ▲ +58.1%
Total plan assets by year, all Belfint Lyons & Shuman P.a. plans on file
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 ($B) Participants Belfint Lyons & Shum…, Total assets ($B): 0.026432973 · Participants: 82Belfint Lyons & Shum…Astrazeneca Savings …, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings …Retirement Savings P…, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings P…Dupont Retirement Sa…, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Sa…Wl Gore & Associates…, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates…Ashland Employee Sav…, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Sav…
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) Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Belfint Lyons & Shuman P.a. 401(k) Savings Plan by total assets, not by location.

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).

Next read for Belfint Lyons & Shuman P.a. 401(k) Savin…

Scale reading

Ways to act on Belfint Lyons & Shuman P.a. 401(k) Savings Plan's numbers.

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.