401(k) · DOL Form 5500 · 2022

Lily Transportation Corp. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
990
Participants Near avg headcount
78th
Percentile by assets National rank
$21,664
Avg per participant Low balance/head
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Official DOL plan name: Lily Transportation Corp. 401(k) Profit Sharing Plan · Sponsored by Lily Transportation Corp. · Massachusetts · Transportation & Warehousing

$21M in assets, 990 participants

Lily Transportation Corp.'s Lily Transportation Corp. 401(k) Profit Sharing Plan reported $21M in total assets and 990 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #3,040 in Transportation & Warehousing (3,876 peers)

Where Lily Transportation Corp. 401(k) Profit Sharing Plan sits by assets

Lily Transportation Corp. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $21M for 990 participants (~$21,664/participant), down 13.1% in 2022.

#3,040
in Transportation & Warehousing (3,876 peers)
-13.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lily Transportation Corp. 401(k) Profit Sharing Plan's outsized position by total assets

Lily Transportation Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,447,363 Top 22% higher than 78% 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

Lily Transportation Corp. 401(k) Profit Sharing 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. Lily Transportation Corp. 401(k) Profit Sharing Plan sits mid-pack in the medium band (990 participants).

EBSA filing schedule strip

Filing strip 042783881 · Lily Transportation Corp. PY 2022 · 401(k)

Lily Transportation Corp. 401(k) Profit Sharing Plan · $21M · 990 · 78th

  • PCT $21M
  • EIN 990
  • RANK 78th
  • PHOTO 401(k)
  • IND near Herrero Builders, Inc. Profit Sharing Retirement Plan
  • EOY ind #3040

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Lily Transportation Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Lily Transportation Corp. 401(k) Profit Sharing PlanLily Transportation Corp. 40…$21MHerrero Builders, Inc. Profit Sharing Retirement PlanHerrero Builders, Inc. Profi…$21MAka Enterprise Solutions, Inc. 401(k) & Profit Sharing PlanAka Enterprise Solutions, In…$21MThe Hta Employees 401(k) Profit Sharing PlanThe Hta Employees 401(k) Pro…$21MCamico Savings and Investment PlanCamico Savings and Investmen…$21M
End-of-year total assets ($M) among Lily Transportation Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN042783881
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lily Transportation Corp.)

Sponsor-wide plan assets over time

All Lily Transportation Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 45.23384063579285% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $31.2M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 990 $21M
2023 1 1,224 $26M
2024 1 1,317 $31M

Nearby 401(k) Plans in Massachusetts

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

Lily Transportation Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Lily Transportation Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.021447363 · Participants: 990Lily Transportation Corp. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Lily Transportation Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Lily Transportation Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Herrero Builders, Inc. Profit Sharing Retirement Plan in CA ($21M); by covered participants it is Atlantic Bay Mortgage Group 401(k) Plan in VA (990 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (990 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 Lily Transportation Corp. 401(k) Profit Sharing Plan assets move in 2022?
Lily Transportation Corp. 401(k) Profit Sharing Plan pulled back noticeably - down 13.1% during 2022, from $25M to $21M. Reported net income was -$3M.
How have Lily Transportation Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lily Transportation Corp.'s sponsor-wide assets grew 45.2%, from $21M to $31M.
Where does Lily Transportation Corp. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Lily Transportation Corp. 401(k) Profit Sharing Plan ranks in the 78th 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 Lily Transportation Corp. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Herrero Builders, Inc. Profit Sharing Retirement Plan in CA ($21M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Lily Transportation Corp. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Atlantic Bay Mortgage Group 401(k) Plan in VA (990 participants, $59M in assets).