401(k) · DOL Form 5500 · 2023

Lyon & Billard 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
78
Participants Small participant base
45th
Percentile by assets National rank
$67,356
Avg per participant Below avg balance/head
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Official DOL plan name: Lyon & Billard 401(k) Plan · Sponsored by Lyon & Billard · Connecticut · Retail Trade

$5M in assets, 78 participants

Lyon & Billard's Lyon & Billard 401(k) Plan reported $5M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,697 in Retail Trade (8,414 peers)

Lyon & Billard multi-year trail

Lyon & Billard's plans moved +32.8% in assets from 2022 to 2024; this filing shows Lyon & Billard 401(k) Plan at $5M / 78 participants.

#4,697
in Retail Trade (8,414 peers)
+21.3%
assets growth YoY

Lyon & Billard 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lyon & Billard 401(k) Plan vs every filed plan by assets

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

$5,253,779 45th percentile higher than 45% 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

Lyon & Billard 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. Lyon & Billard 401(k) Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lyon & Billard 401(k) Plan reported net income rose from -$939K in the plan year 2022 filing to $922K in the plan year 2023 filing.
  • Lyon & Billard 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lyon & Billard 401(k) Plan reported participants fell from 82 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060435120 · Lyon & Billard PY 2023 · 401(k)

Lyon & Billard 401(k) Plan · $5M · 78 · 45th

  • VS-ST $5M
  • BOY 78
  • SCH 45th
  • EBSA 401(k)
  • PART near Georges Family Pharmacy, Inc. 401(k) Plan
  • TYPE ind #4697

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 Retail Trade retirement plans → · Plans in Connecticut →

Lyon & Billard 401(k) Plan in the asset neighbourhood

Lyon & Billard 401(k) Plan$5MGeorges Family Pharmacy, Inc. 401(k) PlanGeorges Family Pharmacy, Inc…$5MDalton Corporation Hourly 401(k) Retirement Savings PlanDalton Corporation Hourly 40…$5MCalifornia Olive Ranch Inc. 401(k) Profit Sharing PlanCalifornia Olive Ranch Inc. …$5MD & F, Lobo Construction, Inc. Profit Sharing PlanD & F, Lobo Construction, In…$5M
End-of-year total assets ($M) among Lyon & Billard 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lyon & Billard multi-year asset trail

Sponsor-wide plan assets over time

All Lyon & Billard plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.827270420760506% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.33M $5.75M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 82 $4M
2023 1 78 $5M
2024 1 76 $6M

Lyon & Billard filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$922K
Employer EIN060435120
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Lyon & Billard 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lyon & Billard 401(k) Plan, Total assets ($B): 0.005253779 · Participants: 78Lyon & Billard 401(k) 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
Lyon & Billard 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Lyon & Billard 401(k) Plan side-by-side with 3 peers →

Lyon & Billard 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Georges Family Pharmacy, Inc. 401(k) Plan in IN ($5M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Lyon & Billard 401(k) Plan assets move in 2023? ▼
Lyon & Billard 401(k) Plan grew sharply - up 21.3% during 2023, from $4M to $5M. Reported net income was $922K.
How have Lyon & Billard plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyon & Billard's sponsor-wide assets grew 32.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Lyon & Billard 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Georges Family Pharmacy, Inc. 401(k) Plan in IN ($5M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Lyon & Billard 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 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 060435120.

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.