401(k) · DOL Form 5500 · 2022

Lane & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
521
Participants Below avg headcount
75th
Percentile by assets National rank
$32,456
Avg per participant Low balance/head
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Official DOL plan name: Lane & Associates, Inc. 401(k) Plan · Sponsored by Lane & Associates, Inc. · North Carolina · Finance & Insurance

$17M in assets, 521 participants

Lane & Associates, Inc.'s Lane & Associates, Inc. 401(k) Plan reported $17M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,577 in Finance & Insurance (9,261 peers)

Where Lane & Associates, Inc. 401(k) Plan sits by assets

Lane & Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 521 participants (~$32,456/participant), up 0.8% in 2022.

#5,577
in Finance & Insurance (9,261 peers)
+0.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lane & Associates, Inc. 401(k) Plan's outsized position by total assets

Lane & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$16,909,679 Top 25% higher than 75% 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

Lane & Associates, Inc. 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. Lane & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (521 participants).

Plan-year Form 5500 strip

Filing strip 561829452 · Lane & Associates, Inc. PY 2022 · 401(k)

Lane & Associates, Inc. 401(k) Plan · $17M · 521 · 75th

  • PART $17M
  • TYPE 521
  • NET 75th
  • BOOK 401(k)
  • VS-ST near Consolidated 401(k) and Profit Sharing Plan
  • BOY ind #5577

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Lane & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lane & Associates, Inc. 401(k) PlanLane & Associates, Inc. 401(…$17MConsolidated 401(k) and Profit Sharing PlanConsolidated 401(k) and Prof…$17MIllinois Action for Children Employee 401(k) PlanIllinois Action for Children…$17MJoseph P. Carrara & Sons Inc. 401(k) and Profit Sharing PlanJoseph P. Carrara & Sons Inc…$17MDeliverhealth Solutions, LLC 401(k) PlanDeliverhealth Solutions, LLC…$17M
End-of-year total assets ($M) among Lane & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$132K
Employer EIN561829452
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lane & Associates, Inc.)

Sponsor-wide plan assets over time

All Lane & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 68.85457139665395% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $28.6M ▲ +68.8%
Year Plans Participants Total Assets
2022 1 521 $17M
2023 1 567 $23M
2024 1 577 $29M

Nearby 401(k) Plans in North Carolina

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

Lane & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lane & Associates, Inc. 401(k) Plan, Total assets ($B): 0.016909679 · Participants: 521Lane & Associates, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lane & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lane & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Lane & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Consolidated 401(k) and Profit Sharing Plan in MN ($17M); by covered participants it is Precor, Incorporated Retirement Savings Plan in WA (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Lane & Associates, Inc. 401(k) Plan assets move in 2022? ▼
Lane & Associates, Inc. 401(k) Plan held essentially flat - up 0.8% during 2022, from $17M to $17M. Reported net income was $132K.
How have Lane & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lane & Associates, Inc.'s sponsor-wide assets grew 68.9%, from $17M to $29M.
Where does Lane & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lane & Associates, Inc. 401(k) Plan ranks in the 75th 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 Lane & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated 401(k) and Profit Sharing Plan in MN ($17M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Lane & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precor, Incorporated Retirement Savings Plan in WA (521 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 561829452.

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.