401(k) · DOL Form 5500 · 2022

Serena & Lily, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
449
Participants Below avg headcount
60th
Percentile by assets National rank
$17,675
Avg per participant Low balance/head
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Official DOL plan name: Serena & Lily, Inc. 401(k) Plan · Sponsored by Serena & Lily, Inc. · California · Retail Trade

$8M in assets, 449 participants

Serena & Lily, Inc.'s Serena & Lily, Inc. 401(k) Plan reported $8M in total assets and 449 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #6,725 in Retail Trade (9,519 peers)

Serena & Lily, Inc. multi-year trail

Serena & Lily, Inc.'s plans moved +54.7% in assets from 2022 to 2024; this filing shows Serena & Lily, Inc. 401(k) Plan at $8M / 449 participants.

#6,725
in Retail Trade (9,519 peers)
+6.0%
assets growth YoY

Serena & Lily, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Serena & Lily, Inc. 401(k) Plan vs every filed plan by assets

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

$7,936,279 Top 40% higher than 60% 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

Serena & Lily, Inc. 401(k) 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. Serena & Lily, Inc. 401(k) Plan sits mid-pack in the medium band (449 participants).

Published 5500 schedule card

Filing strip 205856840 · Serena & Lily, Inc. PY 2022 · 401(k)

Serena & Lily, Inc. 401(k) Plan · $8M · 449 · 60th

  • PCT $8M
  • PCT 449
  • PCT 60th
  • PCT 401(k)
  • PCT near Elevate Energy 401(k) Plan
  • PCT ind #6725

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 Retail Trade retirement plans → · Plans in California →

Serena & Lily, Inc. 401(k) Plan in the asset neighbourhood

Serena & Lily, Inc. 401(k) PlanSerena & Lily, Inc. 401(k) P…$8MElevate Energy 401(k) Plan$8MBerridge Manufacturing 401(k) PlanBerridge Manufacturing 401(k…$8MTri-Lift 401(k) Retirement PlanTri-Lift 401(k) Retirement P…$8MLogistics Insight Corp. Union Savings PlanLogistics Insight Corp. Unio…$8M
End-of-year total assets ($M) among Serena & Lily, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Serena & Lily, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Serena & Lily, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 54.6683149622134% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.94M $12.3M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 449 $8M
2023 1 563 $11M
2024 1 487 $12M

Serena & Lily, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$450K
Employer EIN205856840
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Serena & Lily, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Serena & Lily, Inc. 401(k) Plan, Total assets ($B): 0.007936279 · Participants: 449Serena & Lily, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Serena & Lily, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Serena & Lily, Inc. 401(k) Plan side-by-side with 3 peers →

Serena & Lily, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Elevate Energy 401(k) Plan in IL ($8M); 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 ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Serena & Lily, Inc. 401(k) Plan assets move in 2022? ▼
Serena & Lily, Inc. 401(k) Plan grew at a solid clip - up 6.0% during 2022, from $7M to $8M. Reported net income was $450K.
How have Serena & Lily, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serena & Lily, Inc.'s sponsor-wide assets grew 54.7%, from $8M to $12M.
Which 401(k) plans are similar in size to Serena & Lily, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate Energy 401(k) Plan in IL ($8M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Serena & Lily, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hatco Corporation 401(k) Trust in WI (449 participants, $60M 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 205856840.

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.