401(k) · DOL Form 5500 · 2022
Institute for Lean Systems, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $449,710
- Avg per participant High balance/head
Official DOL plan name: Institute for Lean Systems, LLC 401(k) Plan · Sponsored by Institute for Lean Systems, LLC · Kentucky · Professional & Technical Services
$3M in assets, 7 participants
Institute for Lean Systems, LLC's Institute for Lean Systems, LLC 401(k) Plan reported $3M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #8,322 in Professional & Technical Services (21,562 peers)
Institute for Lean Systems, LLC multi-year trail
Institute for Lean Systems, LLC's plans moved +64.1% in assets from 2022 to 2024; this filing shows Institute for Lean Systems, LLC 401(k) Plan at $3M / 7 participants.
- #8,322
- in Professional & Technical Services (21,562 peers)
- -32.4%
- assets change YoY
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.
Institute for Lean Systems, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Institute for Lean Systems, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,147,973 41st percentile higher than 41% 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
Institute for Lean Systems, LLC 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Lean Systems, LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.
DOL schedule card
Filing strip 205140638 · Institute for Lean Systems, LLC PY 2022 · 401(k)
Institute for Lean Systems, LLC 401(k) Plan · $3M · 7 · 41st
- BOY $3M
- SCH 7
- EBSA 41st
- PART 401(k)
- TYPE near 403(b) Thrift Plan of Triumph, Inc.
- NET ind #8322
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 Professional & Technical Services retirement plans → · Plans in Kentucky →
Institute for Lean Systems, LLC 401(k) Plan in the asset neighbourhood
Institute for Lean Systems, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Institute for Lean Systems, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 64.085492474046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $3M |
| 2023 | 1 | 7 | $4M |
| 2024 | 1 | 7 | $5M |
Institute for Lean Systems, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$2M |
| Employer EIN | 205140638 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Institute for Lean Systems, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is 403(b) Thrift Plan of Triumph, Inc. in MA ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.