401(k) · DOL Form 5500 · 2022
Lpl Financial LLC 401(k) Plan
Data updated 2026-08-11
- $563M
- Total assets
- 6,251
- Participants
- 98th
- Percentile by assets
- $89,991
- Avg per participant
Official DOL plan name: Lpl Financial LLC Profit Sharing 401(k) Plan · Sponsored by Lpl Financial LLC · South Carolina · Finance & Insurance
$563M in assets, 6,251 participants
Lpl Financial LLC's Lpl Financial LLC Profit Sharing 401(k) Plan reported $563M in total assets and 6,251 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,933 in Finance & Insurance (9,261 peers)
Coverage in South Carolina
Lpl Financial LLC Profit Sharing 401(k) Plan covers 6,251 participants in South Carolina, 17x the typical South Carolina plan (state average ~369 per filing). Assets: $563M.
- $563M
- total plan assets (2022 EOY)
- 6,251
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $89,991
- avg assets per participant
The plan reported a net loss of $57M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs South Carolina filers
In South Carolina, the average filing covers about 369 participants across 1,490 plans. Lpl Financial LLC Profit Sharing 401(k) Plan reports 6,251 participants - 17x that state average ($563M EOY assets).
South Carolina filing particulars
| Total Assets (Beginning of Year) | $620M |
|---|---|
| Net Assets (End of Year) | $563M |
| Net Income | -$57M |
| Employer EIN | 952834236 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lpl Financial LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,251 | $563M |
| 2023 | 1 | 7,162 | $754M |
| 2024 | 1 | 8,648 | $940M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lpl Financial LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Scale composition for Lpl Financial LLC Profit Sharing 401(k) Plan
Lpl Financial LLC Profit Sharing 401(k) Plan reports $563M in end-of-year assets across 6,251 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $89,991 per participant (65% of the national average assets-per-participant) . Net income for plan year 2022 was -$57M.
This plan identity (EIN 952834236, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $563M to $940M (+67.0%) while covered participants moved from 6,251 to 8,648 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,251 | $563M | This page |
| 2023 | 7,162 | $754M | Open filing |
| 2024 · index core | 8,648 | $940M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lpl Financial LLC Profit Sharing 401(k) Plan (401(k), $940M, 8,648 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lpl Financial LLC Profit Sharing 401(k) Plan by total assets, not by location.
- Mccain Foods USA, Inc. Retirement Plan (IL) $563M · 4,184
- Blackstone 401(k) Savings Plan (NY) $563M · 2,849
- Cozen Oconnor Profit Sharing Plan a (PA) $562M · 1,208
- Trc 401(k) Retirement and Savings Plan (CT) $563M · 5,307
Frequently Asked Questions
How did Lpl Financial LLC Profit Sharing 401(k) Plan assets move in 2022? ▼
How have Lpl Financial LLC plan assets changed over time? ▼
Where does Lpl Financial LLC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lpl Financial LLC Profit Sharing 401(k) Plan? ▼
Next read for Lpl Financial LLC Profit Sharing 401(k) …
Filing takeaways
Ways to act on Lpl Financial LLC Profit Sharing 401(k) Plan's numbers.
- By total assets, Lpl Financial LLC Profit Sharing 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Lpl Financial LLC's sponsor-wide assets have grown 67.0% since 2022 across 3 plan years on file. More Finance & Insurance plans