401(k) · DOL Form 5500 · 2022

LIONAKIS 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
168
Participants Small participant base
85th
Percentile by assets National rank
$225,204
Avg per participant Above avg balance/head
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Official DOL plan name: Lionakis 401(k) Plan · Sponsored by LIONAKIS · California · Professional & Technical Services

$38M in assets, 168 participants

LIONAKIS's Lionakis 401(k) Plan reported $38M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,606 in Professional & Technical Services (21,562 peers)

Coverage in California

Lionakis 401(k) Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $38M.

#18,606
in Professional & Technical Services (21,562 peers)
-16.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lionakis 401(k) Plan's outsized position by total assets

Lionakis 401(k) Plan vs every filed plan by assets

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

$37,834,301 Top 15% higher than 85% 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

Lionakis 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. Lionakis 401(k) Plan sits mid-pack in the medium band (168 participants).

DOL schedule card

Filing strip 680397596 · LIONAKIS PY 2022 · 401(k)

Lionakis 401(k) Plan · $38M · 168 · 85th

  • BOOK $38M
  • BOOK 168
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Otolaryngology Associates, LLC, 401(k) Plan
  • BOOK ind #18606

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 California →

Lionakis 401(k) Plan in the asset neighbourhood

Purity Wholesale Grocers, Inc. 401(k) Retirement PlanPurity Wholesale Grocers, In…$38MLionakis 401(k) Plan$38MOtolaryngology Associates, LLC, 401(k) PlanOtolaryngology Associates, L…$38MRick Steves' Europe, Inc. 401(k) PlanRick Steves' Europe, Inc. 40…$38MHeritage Capital Corporation 401(k) PlanHeritage Capital Corporation…$38M
End-of-year total assets ($M) among Lionakis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$38M
Net Income-$8M
Employer EIN680397596
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LIONAKIS)

Sponsor-wide plan assets over time

All LIONAKIS plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.2574112311471% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.8M $47.8M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 168 $38M
2023 1 165 $45M
2024 1 185 $48M

Nearby 401(k) Plans in California

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

Lionakis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lionakis 401(k) Plan, Total assets ($B): 0.037834301 · Participants: 168Lionakis 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Lionakis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lionakis 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Otolaryngology Associates, LLC, 401(k) Plan in IN ($38M); by covered participants it is Mmi-Es 401(k) Retirement Plan in MI (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Lionakis 401(k) Plan assets move in 2022? ▼
Lionakis 401(k) Plan declined sharply - down 16.9% during 2022, from $46M to $38M. Reported net income was -$8M.
How have LIONAKIS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LIONAKIS's sponsor-wide assets grew 26.3%, from $38M to $48M.
Where does Lionakis 401(k) Plan rank by assets among Form 5500 filers? ▼
Lionakis 401(k) Plan ranks in the 85th 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 Lionakis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otolaryngology Associates, LLC, 401(k) Plan in IN ($38M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Lionakis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mmi-Es 401(k) Retirement Plan in MI (168 participants, N/A 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 680397596.

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.