401(k) · DOL Form 5500 · 2023

Lillie and Company, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
30th
Percentile by assets National rank
$116,585
Avg per participant Below avg balance/head
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Official DOL plan name: Lillie & Co LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Lillie and Company, LLC · Ohio · Professional & Technical Services

$2M in assets, 17 participants

Lillie and Company, LLC's Lillie & Co LLC 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,339 in Professional & Technical Services (20,321 peers)

Lillie and Company, LLC multi-year trail

Lillie and Company, LLC's plans moved +34.6% in assets from 2022 to 2023; this filing shows Lillie & Co LLC 401(k) Profit Sharing Plan and Trust at $2M / 17 participants.

#5,339
in Professional & Technical Services (20,321 peers)
+34.6%
assets growth YoY

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,981,950 30th percentile higher than 30% 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

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lillie & Co LLC 401(k) Profit Sharing Plan and Trust is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lillie & Co LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$557K in the plan year 2022 filing to $509K in the plan year 2023 filing.
  • Lillie & Co LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lillie & Co LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 14 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454083650 · Lillie and Company, LLC PY 2023 · 401(k)

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust · $2M · 17 · 30th

  • EBSA $2M
  • PART 17
  • TYPE 30th
  • NET 401(k)
  • BOOK near Gross & Klein PC 401(k) Plan
  • VS-ST ind #5339

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 Ohio →

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lillie & Co LLC 401(k) Profit Sharing Plan and TrustLillie & Co LLC 401(k) Profi…$2MGross & Klein PC 401(k) Plan$2MGr Financial Group, LLC 401(k) PlanGr Financial Group, LLC 401(…$2MS.V. International Corp 401(k) Profit Sharing PlanS.V. International Corp 401(…$2MMadison Lumber & Hardware, Inc. 401(k) Savings PlanMadison Lumber & Hardware, I…$2M
End-of-year total assets ($M) among Lillie & Co LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lillie and Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lillie and Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.58400474247428% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M$2.2M 20222023 $1.47M $1.98M ▲ +34.7%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 17 $2M

Lillie and Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$509K
Employer EIN454083650
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Lillie & Co LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00198195 · Participants: 17Lillie & Co LLC 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Lillie & Co LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lillie & Co LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lillie & Co LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Gross & Klein PC 401(k) Plan in CA ($2M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Lillie & Co LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Lillie & Co LLC 401(k) Profit Sharing Plan and Trust surged - up 34.6% during 2023, from $1M to $2M. Reported net income was $509K.
How have Lillie and Company, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lillie and Company, LLC's sponsor-wide assets grew 34.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Lillie & Co LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gross & Klein PC 401(k) Plan in CA ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Lillie & Co LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 454083650.

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.