401(k) · DOL Form 5500 · 2022

Lyles Diversified, Inc. 401(k) Plan

Data updated 2026-08-11

$88M
Total assets
207
Participants
92nd
Percentile by assets
$426,132
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$88M
total plan assets (2022 EOY)
207
covered participants
92nd
percentile by assets (of 139,126 plans)
$426,132
avg assets per participant

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.

Where The Lyles Group 401(k) Employee Stock Ownership Plan and Trust sits 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 $2,010,000,000 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

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reports 207 participants - about 33% of that state average ($88M EOY assets).

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.)

$80M$90M$100M$110M$120M 202220232024 $88.2M $111M ▲ +25.9%
Total plan assets by year, all Lyles Diversified, Inc. plans on file
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

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(…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Lyles Group 401(k) Employee Stock Ownership Plan and Trust by total assets, not by location.

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).

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Filing takeaways

Ways to act on The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's numbers.

  • By total assets, The Lyles Group 401(k) Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Lyles Diversified, Inc.'s sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Construction plans