401(k) · DOL Form 5500 · 2022

Lipman Brothers LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
367
Participants Below avg headcount
81st
Percentile by assets National rank
$71,187
Avg per participant Below avg balance/head
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Official DOL plan name: Lipman Brothers LLC Savings Plan · Sponsored by Lipman Brothers LLC · Tennessee · Wholesale Trade

$26M in assets, 367 participants

Lipman Brothers LLC's Lipman Brothers LLC Savings Plan reported $26M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,489 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Lipman Brothers LLC Savings Plan covers 367 participants in Tennessee, about 33% of the average Tennessee filer (state average ~1,126 per filing). Assets: $26M.

#5,489
in Wholesale Trade (6,843 peers)
-11.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lipman Brothers LLC Savings Plan's outsized position by total assets

Lipman Brothers LLC Savings Plan vs every filed plan by assets

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

$26,125,449 Top 19% higher than 81% 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

Lipman Brothers LLC Savings 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. Lipman Brothers LLC Savings Plan sits mid-pack in the medium band (367 participants).

Plan-year Form 5500 strip

Filing strip 620759627 · Lipman Brothers LLC PY 2022 · 401(k)

Lipman Brothers LLC Savings Plan · $26M · 367 · 81st

  • PCT $26M
  • PCT 367
  • PCT 81st
  • PCT 401(k)
  • PCT near Steelwave, Inc. Retirement Plan
  • PCT ind #5489

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 Wholesale Trade retirement plans → · Plans in Tennessee →

Lipman Brothers LLC Savings Plan in the asset neighbourhood

Lipman Brothers LLC Savings PlanLipman Brothers LLC Savings …$26MWeiss-Aug Co. Inc. 401(k) Savings PlanWeiss-Aug Co. Inc. 401(k) Sa…$26MVerista, Inc. 401(k) Plan$26MSenior Lifestyle Corporation 401(k) Retirement PlanSenior Lifestyle Corporation…$26MSteelwave, Inc. Retirement PlanSteelwave, Inc. Retirement P…$26M
End-of-year total assets ($M) among Lipman Brothers LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN620759627
Plan Effective Date1971-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Lipman Brothers LLC)

Sponsor-wide plan assets over time

All Lipman Brothers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$34M 31.440385962361834% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.1M $34.3M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 367 $26M
2023 1 405 $30M
2024 1 405 $34M

Nearby 401(k) Plans in Tennessee

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

Lipman Brothers LLC Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lipman Brothers LLC Savings Plan, Total assets ($B): 0.026125449 · Participants: 367Lipman Brothers LLC Savings 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
Lipman Brothers LLC Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lipman Brothers LLC Savings Plan side-by-side with 3 peers →

Lipman Brothers LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Steelwave, Inc. Retirement Plan in CA ($26M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Lipman Brothers LLC Savings Plan assets move in 2022? ▼
Lipman Brothers LLC Savings Plan pulled back noticeably - down 11.8% during 2022, from $30M to $26M. Reported net income was -$3M.
How have Lipman Brothers LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lipman Brothers LLC's sponsor-wide assets grew 31.4%, from $26M to $34M.
Where does Lipman Brothers LLC Savings Plan rank by assets among Form 5500 filers? ▼
Lipman Brothers LLC Savings Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lipman Brothers LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steelwave, Inc. Retirement Plan in CA ($26M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Lipman Brothers LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620759627.

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.