Defined Benefit (Pension) · DOL Form 5500 · 2024

Ljms Associates, LLC Pension Plan

Data updated 2026-08-25

$905K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$226,224
Avg per participant Above avg balance/head
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Official DOL plan name: Ljms Associates, LLC Retirement Plan and Trust · Sponsored by Ljms Associates, LLC · New York · Other Services

$905K in assets, 4 participants

Ljms Associates, LLC's Ljms Associates, LLC Retirement Plan and Trust reported $905K 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.

  • #3,528 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Ljms Associates, LLC Retirement Plan and Trust ranks #3,528 of 7,719 2024 filers by assets (2218% of the sector average)-$905K for 4 participants.

#3,528
in Other Services (7,719 peers)
+1.5%
assets growth YoY

Ljms Associates, LLC Retirement Plan and Trust among the smaller filed plans by assets

Ljms Associates, LLC Retirement Plan and Trust vs every filed plan by assets

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

$904,896 22nd percentile higher than 22% 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

Ljms Associates, LLC Retirement Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ljms Associates, LLC Retirement Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ljms Associates, LLC Retirement Plan and Trust end-of-year assets rose from $892K in the plan year 2023 filing to $905K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272206542 · Ljms Associates, LLC PY 2024 · Defined Benefit (Pension)

Ljms Associates, LLC Retirement Plan and Trust · $905K · 4 · 22nd

  • VS-ST $905K
  • VS-ST 4
  • VS-ST 22nd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Schurz Communications, Inc. Retirement Plan
  • VS-ST ind #3528

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 →

Ljms Associates, LLC Retirement Plan and Trust in the asset neighbourhood

Schurz Communications, Inc. Retirement PlanSchurz Communications, Inc. …$910KFuture Industrial Technologies, Inc. Defined Benefit Pension PlanFuture Industrial Technologi…$912KTnl Pharmacy Corporation Defined Benefit Pension PlanTnl Pharmacy Corporation Def…$912KLjms Associates, LLC Retirement Plan and TrustLjms Associates, LLC Retirem…$905KJames Walker Mfg. Co. Office Pension PlanJames Walker Mfg. Co. Office…$897K
End-of-year total assets ($M) among Ljms Associates, LLC Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$892K
Net Assets (End of Year)$905K
Net Income$13K
Employer EIN272206542
Plan Effective Date2010-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ljms Associates, LLC)

Sponsor-wide plan assets over time

All Ljms Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$905K 3.0224922240387637% vs 2022
2024 filing year
$0.87M$0.88M$0.89M$0.9M$0.91M 202220232024 $0.88M $0.9M ▲ +2.3%
Year Plans Participants Total Assets
2022 1 4 $878K
2023 1 4 $892K
2024 1 4 $905K

Nearby Defined Benefit (Pension) Plans in New York

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

Ljms Associates, LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ljms Associates, LLC Retirement Plan and Trust, Total assets ($B): 0.000904896 · Participants: 4Ljms Associates, LLC Retirement Plan and TrustIBM 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
Ljms Associates, LLC Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ljms Associates, LLC Retirement Plan and Trust side-by-side with 3 peers →

Ljms Associates, LLC Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Schurz Communications, Inc. Retirement Plan in IN ($910K); 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.

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.

Frequently Asked Questions

How did Ljms Associates, LLC Retirement Plan and Trust assets move in 2024? ▼
Ljms Associates, LLC Retirement Plan and Trust edged up modestly - up 1.5% during 2024, from $892K to $905K. Reported net income was $13K.
How have Ljms Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ljms Associates, LLC's sponsor-wide assets grew 3.0%, from $878K to $905K.
Where does Ljms Associates, LLC Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Ljms Associates, LLC Retirement Plan and Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ljms Associates, LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schurz Communications, Inc. Retirement Plan in IN ($910K, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ljms Associates, LLC Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bordeaux Dyno-Cam & Machine Shop Defined Benefit Pension Plan in NC (4 participants, N/A 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 272206542.

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.