401(k) · DOL Form 5500 · 2023

Lkb Investment Group, LLC 401(k) Plan

Data updated 2026-08-25

$864K
Total assets Small plan by assets: 5
Participants Small participant base: 22nd
Percentile by assets National rank: $172,753
Avg per participant Above avg balance/head

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Official DOL plan name: Lkb 401(k) Plan · Sponsored by Lkb Investment Group, LLC · Washington · Real Estate

$864K in assets, 5 participants

Lkb Investment Group, LLC's Lkb 401(k) Plan reported $864K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#1,843 in Real Estate (4,727 peers)

What the 2023 filing shows

Lkb 401(k) Plan holds $864K for 5 participants - about $172,753 per participant, among the smaller plans by assets on file.

#1,843
in Real Estate (4,727 peers): +4.6%
assets growth YoY

Lkb 401(k) Plan among the smaller filed plans by assets

Lkb 401(k) Plan vs every filed plan by assets

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

$863,767 22nd percentile higher than 22% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lkb 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lkb 401(k) Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lkb 401(k) Plan reported net income fell from $86K in the plan year 2022 filing to $38K in the plan year 2023 filing.
Lkb 401(k) Plan end-of-year assets rose from $826K in the plan year 2022 filing to $864K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821012503 · Lkb Investment Group, LLC PY 2023 · 401(k)

Lkb 401(k) Plan · $864K · 5 · 22nd

EOY $864K
EOY 5
EOY 22nd
EOY 401(k)
EOY near 3c's Enterprises, Inc. 401(k) Plan
EOY ind #1843

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 Real Estate retirement plans → · Plans in Washington →

End-of-year total assets ($M) among Lkb 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$826K
Net Assets (End of Year)	$864K
Net Income	$38K
Employer EIN	821012503
Plan Effective Date	2019-05-22
Filing Status	FILING RECEIVED

Sponsor Plan History (Lkb Investment Group, LLC)

Latest sponsor-wide plan assets: $750K 9.20481577657121% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$826K
2023	1	5	$864K
2024	1	5	$750K

Nearby 401(k) Plans in Washington

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

Lkb 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Lkb 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is 3c's Enterprises, Inc. 401(k) Plan in MO ($864K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($864K here).

3c's Enterprises, Inc. 401(k) Plan (MO) $864K · 1
Clint a. Hayes, Md, PA Retirement Plan (TX) $864K · 8
Scott's Auto Services, Inc. 401(k) Plan (CA) $864K · 6
Marksman Auto Body Co. 401(k) Plan (OH) $864K · 7

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

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 Lkb 401(k) Plan assets move in 2023? ▼

Lkb 401(k) Plan edged up modestly - up 4.6% during 2023, from $826K to $864K. Reported net income was $38K.

How have Lkb Investment Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lkb Investment Group, LLC's sponsor-wide assets declined 9.2%, from $826K to $750K.

Where does Lkb 401(k) Plan rank by assets among Form 5500 filers? ▼

Lkb 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Lkb 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is 3c's Enterprises, Inc. 401(k) Plan in MO ($864K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Lkb 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 821012503.