401(k) · DOL Form 5500 · 2022

Lacalle Group, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
148
Participants Small participant base
68th
Percentile by assets National rank
$79,647
Avg per participant Below avg balance/head
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Official DOL plan name: Lacalle Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lacalle Group, LLC · Texas · Management of Enterprises

$12M in assets, 148 participants

Lacalle Group, LLC's Lacalle Group, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #563 in Management of Enterprises (1,193 peers)

Coverage in Texas

Lacalle Group, LLC 401(k) Profit Sharing Plan covers 148 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#563
in Management of Enterprises (1,193 peers)
-9.7%
assets change YoY

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.

Lacalle Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Lacalle Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,787,713 Top 32% higher than 68% 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

Lacalle Group, LLC 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. Lacalle Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (148 participants).

EBSA filing schedule strip

Filing strip 272950709 · Lacalle Group, LLC PY 2022 · 401(k)

Lacalle Group, LLC 401(k) Profit Sharing Plan · $12M · 148 · 68th

  • BOOK $12M
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  • BOOK near Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan
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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 Management of Enterprises retirement plans → · Plans in Texas →

Lacalle Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lacalle Group, LLC 401(k) Profit Sharing PlanLacalle Group, LLC 401(k) Pr…$12MBluewater Technologies Group, Inc. 401(k) Profit Sharing PlanBluewater Technologies Group…$12MBrooklyn Prospect Charter School Retirement PlanBrooklyn Prospect Charter Sc…$12MRenaissance Life & Health Insurance Company of America 401(k) PlanRenaissance Life & Health In…$12MSsi Shredding Systems, Inc. 401(k) Savings PlanSsi Shredding Systems, Inc. …$12M
End-of-year total assets ($M) among Lacalle Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN272950709
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lacalle Group, LLC)

Sponsor-wide plan assets over time

All Lacalle Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 76.96839073024597% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.8M $20.9M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 148 $12M
2023 1 151 $15M
2024 1 156 $21M

Nearby 401(k) Plans in Texas

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

Lacalle Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lacalle Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.011787713 · Participants: 148Lacalle Group, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Lacalle Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lacalle Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lacalle Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan in MI ($12M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Lacalle Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Lacalle Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 9.7% during 2022, from $13M to $12M. Reported net income was -$1M.
How have Lacalle Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lacalle Group, LLC's sponsor-wide assets grew 77.0%, from $12M to $21M.
Which 401(k) plans are similar in size to Lacalle Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bluewater Technologies Group, Inc. 401(k) Profit Sharing Plan in MI ($12M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Lacalle Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272950709.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.