401(k) · DOL Form 5500 · 2023

Lm & M Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
105
Participants Small participant base
27th
Percentile by assets National rank
$14,034
Avg per participant Low balance/head
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Official DOL plan name: Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Lm & M Enterprises, Inc. · Connecticut · Healthcare & Social Assistance

$1M in assets, 105 participants

Lm & M Enterprises, Inc.'s Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,259 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan covers 105 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $1M.

#4,259
in Healthcare & Social Assistance (17,684 peers)
-13.1%
assets change YoY

The plan reported a net loss of $221K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,473,524 27th percentile higher than 27% 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

Lm & M Enterprises, Inc. 401(k) Profit Sharing 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. Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $245K in the plan year 2022 filing to -$221K in the plan year 2023 filing.
  • Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan reported participants fell from 117 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 451071366 · Lm & M Enterprises, Inc. PY 2023 · 401(k)

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan · $1M · 105 · 27th

  • 5500 $1M
  • ASSETS 105
  • PCT 27th
  • EIN 401(k)
  • RANK near The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan
  • PHOTO ind #4259

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 Connecticut →

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lm & M Enterprises, Inc. 401(k) Profit Sharing PlanLm & M Enterprises, Inc. 401…$1MThe H. B. Smith Co. Inc. 401(k)/Profit Sharing PlanThe H. B. Smith Co. Inc. 401…$1MShore Manufacturing LLC 401(k) Profit Sharing Plan & TrustShore Manufacturing LLC 401(…$1MRosemary Johnson & Associates Clinic Inc. 401(k) PlanRosemary Johnson & Associate…$1MMona Hardas, Md, PC 401(k) Profit Sharing PlanMona Hardas, Md, PC 401(k) P…$1M
End-of-year total assets ($M) among Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$221K
Employer EIN451071366
Plan Effective Date2011-03-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Lm & M Enterprises, Inc.)

Sponsor-wide plan assets over time

All Lm & M Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.732199104456843% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.7M $1.58M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 117 $2M
2023 1 105 $1M
2024 1 97 $2M

Nearby 401(k) Plans in Connecticut

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

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001473524 · Participants: 105Lm & M Enterprises, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan in MA ($1M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.1% during 2023, from $2M to $1M. Reported net income was -$221K.
How have Lm & M Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lm & M Enterprises, Inc.'s sponsor-wide assets declined 6.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan in MA ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Lm & M Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 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 451071366.

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.