401(k) · DOL Form 5500 · 2022
Lpl Financial LLC 401(k) Plan
Data updated 2026-08-25
- $563M
- Total assets Above avg plan size
- 6,251
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $89,991
- Avg per participant Below avg balance/head
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.
- #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.
- #8,933
- in Finance & Insurance (9,261 peers)
- -9.3%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
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.
Lpl Financial LLC Profit Sharing 401(k) Plan's outsized position by total assets
Lpl Financial LLC Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$562,534,326 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lpl Financial LLC Profit Sharing 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lpl Financial LLC Profit Sharing 401(k) Plan lands in the large band (6,251 participants).
EBSA filing schedule strip
Filing strip 952834236 · Lpl Financial LLC PY 2022 · 401(k)
Lpl Financial LLC Profit Sharing 401(k) Plan · $563M · 6,251 · 98th
- BOOK $563M
- VS-ST 6,251
- BOY 98th
- SCH 401(k)
- EBSA near Mccain Foods USA, Inc. Retirement Plan
- PART ind #8933
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 South Carolina →
Lpl Financial LLC Profit Sharing 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Lpl Financial LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $940M 67.03802818247931% vs 2022
- 2024 filing year
| 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.
- 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)
Lpl Financial LLC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Mccain Foods USA, Inc. Retirement Plan in IL ($563M); by covered participants it is Ericsson US 401(k) Plan in TX (6,250 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($563M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (6,251 participants); asset peers above are excluded.
- Ericsson US 401(k) Plan (TX) 6,250 · 1 off
- Bluecross Blueshield of Tennessee Employee Retirement Savings Program (TN) 6,253 · 2 off
- Potbelly Sandwich Works 401(k) Plan (IL) 6,256 · 5 off
- Hawaii Carpenters 401(k) Fd (HI) 6,243 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.