Benchmarking LBC Investment and Retirement Plan in Houston, TX against all plans
LBC Investment and Retirement Plan in Houston, TX has the 8th-most in total assets ($47,840,287) of the 327 plans in the Southwest that are better than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant. Those $47,840,287 compare to an average of $28,696,494 across the 327 plans.
LBC Investment and Retirement Plan has these standings among those 327 peer plans plus nationwide comparisons:
LBC Investment and Retirement Plan has these standings among those 327 peer plans plus nationwide comparisons:
- net income per total participant = $4,157 (36th-lowest)
the nationwide average is $9,660 - average account balance = $171,471 (83rd-highest)
the nationwide average is $80,169 - average participant cash contribution per active participant = $9,751 (119th-highest)
the nationwide average is $5,898 - average employer cash contribution per active participant = $8,217 (73rd-highest)
the nationwide average is $2,765 - total administrative expense per participant = $731.06 (10th-highest)
the nationwide average is $185.18
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Peers
outdone by Gearbox Software LLC 401(K) Plan in Frisco, TX ($49,679,941), Laredo Petroleum Inc. 401(K) Plan in Tulsa, OK ($49,525,421), Beachfleischman PC 401(K) Plan in Tucson, AZ ($48,308,280), and Headington Companies, LLC in Dallas, TX ($48,285,118), and 3 others, ending with Ricetec Inc. Retirement Savings Plan in Alvin, TX ($47,850,231).
outdid Arizona Water Company Retirement and Savings Plan in Phoenix, AZ ($47,801,830), Patterson & Sheridan, LLP Profit Sharing 401(K) Plan in Houston, TX ($47,433,626), Jasper Ridge Partners, L.P. Retirement Plan in Fort Worth, TX ($47,278,333), and Cyrusone 401(K) Savings Plan in Dallas, TX ($47,270,598), and 315 others, ending with Lanvera, Ltd. 401(K) Plan in Coppell, TX ($10,918,574).
outdid Arizona Water Company Retirement and Savings Plan in Phoenix, AZ ($47,801,830), Patterson & Sheridan, LLP Profit Sharing 401(K) Plan in Houston, TX ($47,433,626), Jasper Ridge Partners, L.P. Retirement Plan in Fort Worth, TX ($47,278,333), and Cyrusone 401(K) Savings Plan in Dallas, TX ($47,270,598), and 315 others, ending with Lanvera, Ltd. 401(K) Plan in Coppell, TX ($10,918,574).
References
- are better than the overall participant averages in. Bigger sets are better. (1) The average nationwide value of net income per total participant is $9,660, so better is above that. Average net income per total participant equals net income, Line 2k from Schedule H, divided by total participants, Line 6f of Form 5500. (2) The average nationwide value of average account balance is $80,169, so better is above that. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. (3) The average nationwide value of active-participant contributions per head (average participant cash contribution per active participant) is $5,898, so better is above that. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (4) The average nationwide value of employer contributions per active participant (average employer cash contribution per active participant) is $2,765, so better is above that. Average employer cash contribution per active participant equals cash contributions from employers, Line 2a(1)(A) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (5) The average nationwide value of total administrative expense per participant is $185.18, so better is below that. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by total participants, i.e. the sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total assets. At end of plan year. Line 1f(b) from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.