401(k) · DOL Form 5500 · 2022

Lion Group, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
829
Participants Near avg headcount
83rd
Percentile by assets National rank
$35,309
Avg per participant Low balance/head
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Official DOL plan name: Lion Group, Inc. Profit Sharing Plan and Trust · Sponsored by Lion Group, Inc. · Ohio · Manufacturing

$29M in assets, 829 participants

Lion Group, Inc.'s Lion Group, Inc. Profit Sharing Plan and Trust reported $29M in total assets and 829 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,492 in Manufacturing (20,602 peers)

Where Lion Group, Inc. Profit Sharing Plan and Trust sits by assets

Lion Group, Inc. Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 829 participants (~$35,309/participant), down 6.6% in 2022.

#15,492
in Manufacturing (20,602 peers)
-6.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lion Group, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Lion Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$29,270,857 Top 17% higher than 83% 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

Lion Group, Inc. Profit Sharing Plan and Trust 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. Lion Group, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (829 participants).

Plan-year Form 5500 strip

Filing strip 471845529 · Lion Group, Inc. PY 2022 · 401(k)

Lion Group, Inc. Profit Sharing Plan and Trust · $29M · 829 · 83rd

  • SCH $29M
  • SCH 829
  • SCH 83rd
  • SCH 401(k)
  • SCH near Swartz Campbell LLC Capital Accumulation Plan
  • SCH ind #15492

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 Manufacturing retirement plans → · Plans in Ohio →

Lion Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Lion Group, Inc. Profit Sharing Plan and TrustLion Group, Inc. Profit Shar…$29MSwartz Campbell LLC Capital Accumulation PlanSwartz Campbell LLC Capital …$29MFederal Defender Program, Inc. Pension PlanFederal Defender Program, In…$29MHollingsworth Management Services, L.Lc. 401(k) PlanHollingsworth Management Ser…$29MTeam Industries, Inc. Retirement Savings PlanTeam Industries, Inc. Retire…$29M
End-of-year total assets ($M) among Lion Group, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$29M
Net Income-$2M
Employer EIN471845529
Plan Effective Date1974-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lion Group, Inc.)

Sponsor-wide plan assets over time

All Lion Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 27.939226377963582% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.3M $37.5M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 829 $29M
2023 1 948 $34M
2024 1 1,052 $37M

Nearby 401(k) Plans in Ohio

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

Lion Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Lion Group, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.029270857 · Participants: 829Lion Group, Inc. Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Lion Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lion Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Lion Group, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Swartz Campbell LLC Capital Accumulation Plan in PA ($29M); by covered participants it is News-Press & Gazette Employees' 401(k) Plan in MO (829 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (829 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 Lion Group, Inc. Profit Sharing Plan and Trust assets move in 2022? ▼
Lion Group, Inc. Profit Sharing Plan and Trust pulled back noticeably - down 6.6% during 2022, from $31M to $29M. Reported net income was -$2M.
How have Lion Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lion Group, Inc.'s sponsor-wide assets grew 27.9%, from $29M to $37M.
Where does Lion Group, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Lion Group, Inc. Profit Sharing Plan and Trust ranks in the 83rd 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 Lion Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Swartz Campbell LLC Capital Accumulation Plan in PA ($29M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Lion Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is News-Press & Gazette Employees' 401(k) Plan in MO (829 participants, $85M 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 471845529.

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.