401(k) · DOL Form 5500 · 2022
Lulu's Holding Company, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $12,363
- Avg per participant Low balance/head
Official DOL plan name: Lulu's Holding Company, LLC 401(k) Plan · Sponsored by Lulu's Holding Company, LLC · Alabama · Food Services & Accommodation
$2M in assets, 171 participants
Lulu's Holding Company, LLC's Lulu's Holding Company, LLC 401(k) Plan reported $2M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #3,214 in Food Services & Accommodation (4,592 peers)
Coverage in Alabama
Lulu's Holding Company, LLC 401(k) Plan covers 171 participants in Alabama, about 48% of the average Alabama filer (state average ~360 per filing). Assets: $2M.
- #3,214
- in Food Services & Accommodation (4,592 peers)
- -23.6%
- assets change YoY
The plan reported a net loss of $653K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lulu's Holding Company, LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Lulu's Holding Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,114,119 35th percentile higher than 35% 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
Lulu's Holding Company, LLC 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. Lulu's Holding Company, LLC 401(k) Plan sits mid-pack in the medium band (171 participants).
Form 5500 schedule snapshot
Filing strip 262033596 · Lulu's Holding Company, LLC PY 2022 · 401(k)
Lulu's Holding Company, LLC 401(k) Plan · $2M · 171 · 35th
- RANK $2M
- PHOTO 171
- IND 35th
- EOY 401(k)
- 5500 near Custom Commodities 401(k) Plan
- ASSETS ind #3214
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 Food Services & Accommodation retirement plans → · Plans in Alabama →
Lulu's Holding Company, LLC 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$653K |
| Employer EIN | 262033596 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
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
Lulu's Holding Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Custom Commodities 401(k) Plan in TX ($2M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- The Dorschel Group Retirement Plan (NY) 171 · 0 off
- Contessa Health 401(k) Plan (TN) 171 · 0 off
- Healthpoint Family Care, Inc. 401(k) Plan (KY) 171 · 0 off
- True Blue Car Wash LLC 401(k) Plan (AZ) 171 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.