401(k) · DOL Form 5500 · 2023

Composite Analysis Group, Inc. D 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
138
Participants Small participant base
27th
Percentile by assets National rank
$10,714
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lipsey Logistics Worldwide 401(k) Plan · Sponsored by Composite Analysis Group, Inc. D · Tennessee · Transportation & Warehousing

$1M in assets, 138 participants

Composite Analysis Group, Inc. D's Lipsey Logistics Worldwide 401(k) Plan reported $1M in total assets and 138 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.

  • #906 in Transportation & Warehousing (3,362 peers)

Coverage in Tennessee

Lipsey Logistics Worldwide 401(k) Plan covers 138 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $1M.

#906
in Transportation & Warehousing (3,362 peers)
+25.0%
assets growth YoY

Lipsey Logistics Worldwide 401(k) Plan among the smaller filed plans by assets

Lipsey Logistics Worldwide 401(k) Plan vs every filed plan by assets

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

$1,478,569 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

Lipsey Logistics Worldwide 401(k) 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. Lipsey Logistics Worldwide 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lipsey Logistics Worldwide 401(k) Plan reported net income rose from $93K in the plan year 2022 filing to $215K in the plan year 2023 filing.
  • Lipsey Logistics Worldwide 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lipsey Logistics Worldwide 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 721148282 · Composite Analysis Group, Inc. D PY 2023 · 401(k)

Lipsey Logistics Worldwide 401(k) Plan · $1M · 138 · 27th

  • SCH $1M
  • EBSA 138
  • PART 27th
  • TYPE 401(k)
  • NET near Ccci 401(k) Plan
  • BOOK ind #906

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 Transportation & Warehousing retirement plans → · Plans in Tennessee →

Lipsey Logistics Worldwide 401(k) Plan in the asset neighbourhood

Lipsey Logistics Worldwide 401(k) PlanLipsey Logistics Worldwide 4…$1MCcci 401(k) Plan$1MGreenbrook Dental Group, S.C. Profit Sharing PlanGreenbrook Dental Group, S.C…$1MMonterey Mills 401(k) Retirement Plan for Union EmployeesMonterey Mills 401(k) Retire…$1MPaladino Rudd Interior Design 401(k) Profit Sharing Plan & TrustPaladino Rudd Interior Desig…$1M
End-of-year total assets ($M) among Lipsey Logistics Worldwide 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$215K
Employer EIN721148282
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Composite Analysis Group, Inc. D)

Sponsor-wide plan assets over time

All Composite Analysis Group, Inc. D plans reported in each filing year

Latest sponsor-wide plan assets
$1M 24.951640014096014% vs 2022
2023 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 20222023 $1.18M $1.48M ▲ +25.4%
Year Plans Participants Total Assets
2022 1 115 $1M
2023 1 138 $1M

Nearby 401(k) Plans in Tennessee

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

Lipsey Logistics Worldwide 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lipsey Logistics Worldwide 401(k) Plan, Total assets ($B): 0.001478569 · Participants: 138Lipsey Logistics Worldwide 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Lipsey Logistics Worldwide 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lipsey Logistics Worldwide 401(k) Plan side-by-side with 3 peers →

Lipsey Logistics Worldwide 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ccci 401(k) Plan in VA ($1M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Lipsey Logistics Worldwide 401(k) Plan assets move in 2023? ▼
Lipsey Logistics Worldwide 401(k) Plan grew sharply - up 25.0% during 2023, from $1M to $1M. Reported net income was $215K.
How have Composite Analysis Group, Inc. D plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Composite Analysis Group, Inc. D's sponsor-wide assets grew 25.0%, from $1M to $1M.
Which 401(k) plans are similar in size to Lipsey Logistics Worldwide 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccci 401(k) Plan in VA ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Lipsey Logistics Worldwide 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 721148282.

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.