401(k) · DOL Form 5500 · 2022
Lexes Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $347,360
- Avg per participant High balance/head
Official DOL plan name: Lexes Associates, Inc. Retirement Trust · Sponsored by Lexes Associates, Inc. · Florida · Professional & Technical Services
$7M in assets, 19 participants
Lexes Associates, Inc.'s Lexes Associates, Inc. Retirement Trust reported $7M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.
- #11,730 in Professional & Technical Services (21,562 peers)
Lexes Associates, Inc. multi-year trail
Lexes Associates, Inc.'s plans moved +56.1% in assets from 2022 to 2024; this filing shows Lexes Associates, Inc. Retirement Trust at $7M / 19 participants.
- #11,730
- in Professional & Technical Services (21,562 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lexes Associates, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers
Lexes Associates, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,599,840 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lexes Associates, Inc. Retirement Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lexes Associates, Inc. Retirement Trust is a small filing (19 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 593320844 · Lexes Associates, Inc. PY 2022 · 401(k)
Lexes Associates, Inc. Retirement Trust · $7M · 19 · 56th
- ASSETS $7M
- ASSETS 19
- ASSETS 56th
- ASSETS 401(k)
- ASSETS near Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust
- ASSETS ind #11730
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 Florida →
Lexes Associates, Inc. Retirement Trust in the asset neighbourhood
Lexes Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lexes Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 56.056086208150504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $7M |
| 2023 | 1 | 19 | $9M |
| 2024 | 1 | 29 | $10M |
Lexes Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 593320844 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Lexes Associates, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust in VA ($7M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.