401(k) · DOL Form 5500 · 2022

Composite Analysis Group, Inc. D 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
115
Participants Small participant base
27th
Percentile by assets National rank
$10,290
Avg per participant Low balance/head
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Official DOL plan name: Lipsey Logistics Worldwide 401(k) Plan · Sponsored by Composite Analysis Group, Inc. D · Tennessee · Transportation & Warehousing

$1M in assets, 115 participants

Composite Analysis Group, Inc. D's Lipsey Logistics Worldwide 401(k) Plan reported $1M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,024 in Transportation & Warehousing (3,876 peers)

Coverage in Tennessee

Lipsey Logistics Worldwide 401(k) Plan covers 115 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $1M.

#1,024
in Transportation & Warehousing (3,876 peers)
+8.5%
assets growth YoY

Lipsey Logistics Worldwide 401(k) Plan among the smaller filed plans by assets

Lipsey Logistics Worldwide 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,183,313 27th percentile higher than 27% of 139,123 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 2022

Lipsey Logistics Worldwide 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lipsey Logistics Worldwide 401(k) Plan sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 721148282 · Composite Analysis Group, Inc. D PY 2022 · 401(k)

Lipsey Logistics Worldwide 401(k) Plan · $1M · 115 · 27th

  • VS-ST $1M
  • VS-ST 115
  • VS-ST 27th
  • VS-ST 401(k)
  • VS-ST near Sandhu Management & Investments, LLC Retirement Savings Plan
  • VS-ST ind #1024

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

Lipsey Logistics Worldwide 401(k) Plan in the asset neighbourhood

Lipsey Logistics Worldwide 401(k) PlanLipsey Logistics Worldwide 4…$1MSandhu Management & Investments, LLC Retirement Savings PlanSandhu Management & Investme…$1MLatin American Youth Center 401(k) PlanLatin American Youth Center …$1MLumber Trade Inc. Retirement TrustLumber Trade Inc. Retirement…$1MMallory Management Corp. Retirement PlanMallory Management Corp. Ret…$1M
End-of-year total assets ($M) among Lipsey Logistics Worldwide 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$93K
Employer EIN721148282
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Composite Analysis Group, Inc. D)

Sponsor-wide plan assets over time

All Composite Analysis Group, Inc. D plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.951640014096014% vs 2022
2023 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 20222023 $1.18M $1.48M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 115 $1M
2023 1 138 $1M

Nearby 401(k) Plans in Tennessee

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

Lipsey Logistics Worldwide 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lipsey Logistics Worldwide 401(k) Plan, Total assets ($B): 0.001183313 · Participants: 115Lipsey Logistics Worldwide 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Lipsey Logistics Worldwide 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Lipsey Logistics Worldwide 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sandhu Management & Investments, LLC Retirement Savings Plan in VA ($1M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lipsey Logistics Worldwide 401(k) Plan assets move in 2022?
Lipsey Logistics Worldwide 401(k) Plan grew at a solid clip - up 8.5% during 2022, from $1M to $1M. Reported net income was $93K.
How have Composite Analysis Group, Inc. D plan assets changed over time?
Across 2 plan years on file (2022-2023), Composite Analysis Group, Inc. D's sponsor-wide assets grew 25.0%, from $1M to $1M.
Which 401(k) plans are similar in size to Lipsey Logistics Worldwide 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sandhu Management & Investments, LLC Retirement Savings Plan in VA ($1M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Lipsey Logistics Worldwide 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).