401(k) · DOL Form 5500 · 2022
Lulu Press, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $79,685
- Avg per participant Below avg balance/head
Official DOL plan name: Lulu Press & Elizabeth Bradley Design 401(k) Plan · Sponsored by Lulu Press, Inc. · North Carolina · Information & Media
$7M in assets, 86 participants
Lulu Press, Inc.'s Lulu Press & Elizabeth Bradley Design 401(k) Plan reported $7M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #1,251 in Information & Media (2,911 peers)
Lulu Press, Inc. multi-year trail
Lulu Press, Inc.'s plans moved +53.9% in assets from 2022 to 2024; this filing shows Lulu Press & Elizabeth Bradley Design 401(k) Plan at $7M / 86 participants.
- #1,251
- in Information & Media (2,911 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lulu Press & Elizabeth Bradley Design 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Lulu Press & Elizabeth Bradley Design 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,852,915 Top 43% higher than 57% 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
Lulu Press & Elizabeth Bradley Design 401(k) 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. Lulu Press & Elizabeth Bradley Design 401(k) Plan is a small filing (86 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 943419924 · Lulu Press, Inc. PY 2022 · 401(k)
Lulu Press & Elizabeth Bradley Design 401(k) Plan · $7M · 86 · 57th
- NET $7M
- NET 86
- NET 57th
- NET 401(k)
- NET near Martin & Bayley, Inc 401(k) Plan
- NET ind #1251
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 Information & Media retirement plans → · Plans in North Carolina →
Lulu Press & Elizabeth Bradley Design 401(k) Plan in the asset neighbourhood
Lulu Press, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Lulu Press, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 53.92858367570589% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $7M |
| 2023 | 1 | 109 | $9M |
| 2024 | 1 | 102 | $11M |
Lulu Press, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$9K |
| Employer EIN | 943419924 |
| Plan Effective Date | 2003-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Lulu Press & Elizabeth Bradley Design 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Martin & Bayley, Inc 401(k) Plan in IL ($7M); by covered participants it is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Martin & Bayley, Inc 401(k) Plan (IL) $7M · 1,309
- Acs 401(k) Plan (NJ) $7M · 143
- Bw Supplies, LLC 401(k) Profit Sharing Plan (CA) $7M · 1,090
- Steger & Bizzell Engineering 401(k) Plan (TX) $7M · 50
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan (OH) 86 · 0 off
- Tristar Bank 401(k) Plan (TN) 86 · 0 off
- C.M. Almy Retirement Savings Plan (NY) 86 · 0 off
- Vintage King Audio 401(k) Plan (MI) 86 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.