401(k) · DOL Form 5500 · 2023

Lloyd Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
145
Participants Small participant base
33rd
Percentile by assets National rank
$17,456
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lloyd Management Retirement Savings Plan · Sponsored by Lloyd Management, Inc. · Minnesota · Real Estate

$3M in assets, 145 participants

Lloyd Management, Inc.'s Lloyd Management Retirement Savings Plan reported $3M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,518 in Real Estate (4,727 peers)

Coverage in Minnesota

Lloyd Management Retirement Savings Plan covers 145 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#2,518
in Real Estate (4,727 peers)
+29.4%
assets growth YoY

Lloyd Management Retirement Savings Plan among the smaller filed plans by assets

Lloyd Management Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,531,085 33rd percentile higher than 33% of 127,068 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 2023

Lloyd Management Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lloyd Management Retirement Savings Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lloyd Management Retirement Savings Plan reported net income rose from -$253K in the plan year 2022 filing to $574K in the plan year 2023 filing.
  • Lloyd Management Retirement Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lloyd Management Retirement Savings Plan reported participants fell from 147 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411841311 · Lloyd Management, Inc. PY 2023 · 401(k)

Lloyd Management Retirement Savings Plan · $3M · 145 · 33rd

  • TYPE $3M
  • NET 145
  • BOOK 33rd
  • VS-ST 401(k)
  • BOY near Nhk Spring Precision of America, Inc. 401(k) Plan
  • SCH ind #2518

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 Real Estate retirement plans → · Plans in Minnesota →

Lloyd Management Retirement Savings Plan in the asset neighbourhood

Lloyd Management Retirement Savings PlanLloyd Management Retirement …$3MNhk Spring Precision of America, Inc. 401(k) PlanNhk Spring Precision of Amer…$3MPluto Corporation Profit Sharing PlanPluto Corporation Profit Sha…$3MLazarus & Silvyn, PC 401(k) and Profit Sharing PlanLazarus & Silvyn, PC 401(k) …$3MCornami 401(k) Plan$3M
End-of-year total assets ($M) among Lloyd Management Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$574K
Employer EIN411841311
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lloyd Management, Inc.)

Sponsor-wide plan assets over time

All Lloyd Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.15787128176509% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.96M $2.92M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 147 $2M
2023 1 145 $3M
2024 1 137 $3M

Nearby 401(k) Plans in Minnesota

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

Lloyd Management Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lloyd Management Retirement Savings Plan, Total assets ($B): 0.002531085 · Participants: 145Lloyd Management Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Lloyd Management Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lloyd Management Retirement Savings Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Nhk Spring Precision of America, Inc. 401(k) Plan in KY ($3M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lloyd Management Retirement Savings Plan assets move in 2023? ▼
Lloyd Management Retirement Savings Plan grew sharply - up 29.4% during 2023, from $2M to $3M. Reported net income was $574K.
How have Lloyd Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd Management, Inc.'s sponsor-wide assets grew 49.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Lloyd Management Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nhk Spring Precision of America, Inc. 401(k) Plan in KY ($3M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd Management Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411841311.

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.