401(k) · DOL Form 5500 · 2022

Lyles Diversified, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
207
Participants Below avg headcount
92nd
Percentile by assets National rank
$426,132
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · Sponsored by Lyles Diversified, Inc. · California · Construction

$88M in assets, 207 participants

Lyles Diversified, Inc.'s The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported $88M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #9,008 in Construction (9,927 peers)

Coverage in California

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust covers 207 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $88M.

#9,008
in Construction (9,927 peers)
-6.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's outsized position by total assets

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$88,209,427 Top 8% higher than 92% 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

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust 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. The Lyles Group 401(k) Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (207 participants).

Published 5500 schedule card

Filing strip 941050189 · Lyles Diversified, Inc. PY 2022 · 401(k)

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · $88M · 207 · 92nd

  • 5500 $88M
  • 5500 207
  • 5500 92nd
  • 5500 401(k)
  • 5500 near The Hyperion Retirement Plan
  • 5500 ind #9008

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 Construction retirement plans → · Plans in California →

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust in the asset neighbourhood

Care Retirement Savings Plan$88MThe Lyles Group 401(k) Employee Stock Ownership Plan and TrustThe Lyles Group 401(k) Emplo…$88MThe Hyperion Retirement Plan$88MPower Systems Mfg., LLC 401(k) PlanPower Systems Mfg., LLC 401(…$88M1st Franklin Financial 401(k) Retirement Plan1st Franklin Financial 401(k…$88M
End-of-year total assets ($M) among The Lyles Group 401(k) Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$88M
Net Income-$6M
Employer EIN941050189
Plan Effective Date1963-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyles Diversified, Inc.)

Sponsor-wide plan assets over time

All Lyles Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 25.880493476054433% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.2M $111M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 207 $88M
2023 1 201 $100M
2024 1 283 $111M

Nearby 401(k) Plans in California

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

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Lyles Group 401(k) Employee Stock Ownership Plan and Trust, Total assets ($B): 0.088209427 · Participants: 207The Lyles Group 401(k) Employee Stock Ownership Plan and TrustWells 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
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Lyles Group 401(k) Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Hyperion Retirement Plan in OH ($88M); by covered participants it is Builders Source, Inc. 401(k) Plan in NM (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

Similar participant headcount

Nearest other-state filings by covered participants (207 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 The Lyles Group 401(k) Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.8% during 2022, from $95M to $88M. Reported net income was -$6M.
How have Lyles Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyles Diversified, Inc.'s sponsor-wide assets grew 25.9%, from $88M to $111M.
Where does The Lyles Group 401(k) Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Lyles Group 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Hyperion Retirement Plan in OH ($88M, 610 participants).
Which 401(k) plans cover a similar participant headcount to The Lyles Group 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Builders Source, Inc. 401(k) Plan in NM (207 participants, $1K 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 941050189.

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.