401(k) · DOL Form 5500 · 2022
Norton Lilly International, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 449
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $68,569
- Avg per participant Below avg balance/head
Official DOL plan name: Norton Lilly International Retirement Plan · Sponsored by Norton Lilly International, Inc. · Alabama · Transportation & Warehousing
$31M in assets, 449 participants
Norton Lilly International, Inc.'s Norton Lilly International Retirement Plan reported $31M in total assets and 449 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.
- #3,205 in Transportation & Warehousing (3,876 peers)
Where Norton Lilly International Retirement Plan sits by assets
Norton Lilly International Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 449 participants (~$68,569/participant), down 9.9% in 2022.
- #3,205
- in Transportation & Warehousing (3,876 peers)
- -9.9%
- assets change YoY
- 0.3×
- 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.
Norton Lilly International Retirement Plan's outsized position by total assets
Norton Lilly International Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,787,466 Top 17% higher than 83% 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
Norton Lilly International Retirement 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. Norton Lilly International Retirement Plan sits mid-pack in the medium band (449 participants).
Published 5500 schedule card
Filing strip 631222618 · Norton Lilly International, Inc. PY 2022 · 401(k)
Norton Lilly International Retirement Plan · $31M · 449 · 83rd
- IND $31M
- IND 449
- IND 83rd
- IND 401(k)
- IND near Team Software, LLC 401(k) Plan
- IND ind #3205
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 Alabama →
Norton Lilly International Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$3M |
| Employer EIN | 631222618 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Norton Lilly International, Inc.)
Sponsor-wide plan assets over time
All Norton Lilly International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.047486207536537% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 449 | $31M |
| 2023 | 1 | 530 | $37M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Norton Lilly International Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Team Software, LLC 401(k) Plan in NE ($31M); by covered participants it is Hatco Corporation 401(k) Trust in WI (449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Team Software, LLC 401(k) Plan (NE) $31M · 158
- Bankfirst Financial Services 401(k) Profit Sharing Plan (MS) $31M · 407
- Fuscoe Engineering, Inc. 401(k) Profit Sharing Plan & Trust (CA) $31M · 153
- The Rva Plan (OK) $31M · 565
Similar participant headcount
Nearest other-state filings by covered participants (449 participants); asset peers above are excluded.
- Hatco Corporation 401(k) Trust (WI) 449 · 0 off
- Datalogic 401(k) Plan (OR) 449 · 0 off
- Dialpad 401(k) Plan (CA) 449 · 0 off
- Rollings Funeral Service 401(k) Plan (GA) 449 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.