401(k) · DOL Form 5500 · 2022

Lac Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
403
Participants Below avg headcount
72nd
Percentile by assets National rank
$36,647
Avg per participant Low balance/head
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Official DOL plan name: Valued Employee Retirement Savings Plan · Sponsored by Lac Acquisition, LLC · Indiana · Healthcare & Social Assistance

$15M in assets, 403 participants

Lac Acquisition, LLC's Valued Employee Retirement Savings Plan reported $15M in total assets and 403 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,399 in Healthcare & Social Assistance (20,060 peers)

Lac Acquisition, LLC multi-year trail

Lac Acquisition, LLC's plans moved +23.5% in assets from 2022 to 2024; this filing shows Valued Employee Retirement Savings Plan at $15M / 403 participants.

#15,399
in Healthcare & Social Assistance (20,060 peers)
-18.8%
assets change YoY

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.

Valued Employee Retirement Savings Plan's outsized position by total assets

Valued Employee Retirement Savings Plan vs every filed plan by assets

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

$14,768,601 Top 28% higher than 72% 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

Valued Employee Retirement Savings 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. Valued Employee Retirement Savings Plan sits mid-pack in the medium band (403 participants).

Form 5500 schedule snapshot

Filing strip 832007393 · Lac Acquisition, LLC PY 2022 · 401(k)

Valued Employee Retirement Savings Plan · $15M · 403 · 72nd

  • ASSETS $15M
  • PCT 403
  • EIN 72nd
  • RANK 401(k)
  • PHOTO near Chapin International Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #15399

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Valued Employee Retirement Savings Plan in the asset neighbourhood

Valued Employee Retirement Savings PlanValued Employee Retirement S…$15MChapin International Inc. 401(k) Profit Sharing Plan & TrustChapin International Inc. 40…$15MPremployer, Inc. Multiple Employer PlanPremployer, Inc. Multiple Em…$15MIts Logistics, LLC Employee Savings TrustIts Logistics, LLC Employee …$15MKtm North America Inc. 401(k) Profit Sharing Plan and TrustKtm North America Inc. 401(k…$15M
End-of-year total assets ($M) among Valued Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lac Acquisition, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lac Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 23.455072013930096% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $18.2M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 403 $15M
2023 1 479 $15M
2024 1 699 $18M

Lac Acquisition, LLC filing trail (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN832007393
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Valued Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Valued Employee Retirement Savings Plan, Total assets ($B): 0.014768601 · Participants: 403Valued Employee Retirement Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valued Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valued Employee Retirement Savings Plan side-by-side with 3 peers →

Valued Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Chapin International Inc. 401(k) Profit Sharing Plan & Trust in NY ($15M); by covered participants it is Natural History Museum Foundation Retirement Plan in CA (403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Valued Employee Retirement Savings Plan assets move in 2022? ▼
Valued Employee Retirement Savings Plan declined sharply - down 18.8% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Lac Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lac Acquisition, LLC's sponsor-wide assets grew 23.5%, from $15M to $18M.
Which 401(k) plans are similar in size to Valued Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chapin International Inc. 401(k) Profit Sharing Plan & Trust in NY ($15M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Valued Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natural History Museum Foundation Retirement Plan in CA (403 participants, $39M 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 832007393.

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.