Defined Benefit (Pension) · DOL Form 5500 · 2022
R. Lacy Services, Ltd. Pension Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 73
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $392,536
- Avg per participant High balance/head
Official DOL plan name: R. Lacy Services, Ltd. Retirement Plan · Sponsored by R. Lacy Services, Ltd. · Texas · Mining & Oil Extraction
$29M in assets, 73 participants
R. Lacy Services, Ltd.'s R. Lacy Services, Ltd. Retirement Plan reported $29M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #608 in Mining & Oil Extraction (892 peers)
Where R. Lacy Services, Ltd. Retirement Plan sits by assets
R. Lacy Services, Ltd. Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 73 participants (~$392,536/participant), down 4.1% in 2022.
- #608
- in Mining & Oil Extraction (892 peers)
- -4.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R. Lacy Services, Ltd. Retirement Plan's outsized position by total assets
R. Lacy Services, Ltd. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,655,138 Top 18% higher than 82% 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
R. Lacy Services, Ltd. Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. Lacy Services, Ltd. Retirement Plan is a small filing (73 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 202002323 · R. Lacy Services, Ltd. PY 2022 · Defined Benefit (Pension)
R. Lacy Services, Ltd. Retirement Plan · $29M · 73 · 82nd
- 5500 $29M
- ASSETS 73
- PCT 82nd
- EIN Defined Benefit (Pension)
- RANK near Local 917 Pension Fund
- PHOTO ind #608
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 Mining & Oil Extraction retirement plans → · Plans in Texas →
R. Lacy Services, Ltd. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$1M |
| Employer EIN | 202002323 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- AT&T Pension Benefit Plan $41.0B · 119,463
- Shell Pension Plan $14.6B · 12,912
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
R. Lacy Services, Ltd. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Texas, the nearest Defined Benefit (Pension) by assets is Local 917 Pension Fund in NY ($29M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 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.