401(k) · DOL Form 5500 · 2023

Lounsbury & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
46
Participants Small participant base
43rd
Percentile by assets National rank
$101,446
Avg per participant Below avg balance/head
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Official DOL plan name: Lounsbury & Associates, Inc. 401(k) Plan · Sponsored by Lounsbury & Associates, Inc. · Alaska · Professional & Technical Services

$5M in assets, 46 participants

Lounsbury & Associates, Inc.'s Lounsbury & Associates, Inc. 401(k) Plan reported $5M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,267 in Professional & Technical Services (20,321 peers)

Lounsbury & Associates, Inc. multi-year trail

Lounsbury & Associates, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Lounsbury & Associates, Inc. 401(k) Plan at $5M / 46 participants.

#8,267
in Professional & Technical Services (20,321 peers)
+20.6%
assets growth YoY

Lounsbury & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lounsbury & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$4,666,532 43rd percentile higher than 43% 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

Lounsbury & Associates, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lounsbury & Associates, Inc. 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lounsbury & Associates, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $796K in the plan year 2023 filing.
  • Lounsbury & Associates, Inc. 401(k) Plan reported participants rose from 37 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Lounsbury & Associates, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 920088982 · Lounsbury & Associates, Inc. PY 2023 · 401(k)

Lounsbury & Associates, Inc. 401(k) Plan · $5M · 46 · 43rd

  • VS-ST $5M
  • VS-ST 46
  • VS-ST 43rd
  • VS-ST 401(k)
  • VS-ST near Russo, Russo & Slania, P.C. Profit Sharing Plan and Trust Agreement
  • VS-ST ind #8267

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 Alaska →

Lounsbury & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lounsbury & Associates, Inc. 401(k) PlanLounsbury & Associates, Inc.…$5MRusso, Russo & Slania, P.C. Profit Sharing Plan and Trust AgreementRusso, Russo & Slania, P.C. …$5MClaims Recovery Financial Services 401(k) PlanClaims Recovery Financial Se…$5MRoyal Pacific Funding Corporation 401(k) Profit Sharing Plan and TrustRoyal Pacific Funding Corpor…$5M401(k) Profit Sharing Plan for Employees of Midstate Arc, Inc.401(k) Profit Sharing Plan f…$5M
End-of-year total assets ($M) among Lounsbury & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lounsbury & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lounsbury & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 42.30509979178987% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.87M $5.51M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 46 $5M
2024 1 69 $6M

Lounsbury & Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$796K
Employer EIN920088982
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Lounsbury & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Lounsbury & Associates, Inc. 401(k) Plan, Total assets ($B): 0.004666532 · Participants: 46Lounsbury & Associates, Inc. 401(k) PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Lounsbury & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Lounsbury & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Lounsbury & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is Russo, Russo & Slania, P.C. Profit Sharing Plan and Trust Agreement in AZ ($5M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Lounsbury & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Lounsbury & Associates, Inc. 401(k) Plan grew sharply - up 20.6% during 2023, from $4M to $5M. Reported net income was $796K.
How have Lounsbury & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lounsbury & Associates, Inc.'s sponsor-wide assets grew 42.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Lounsbury & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Russo, Russo & Slania, P.C. Profit Sharing Plan and Trust Agreement in AZ ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Lounsbury & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 920088982.

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.