401(k) · DOL Form 5500 · 2023
Lords and Ladys Enterprises in 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 390
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $8,250
- Avg per participant Low balance/head
Official DOL plan name: Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust · Sponsored by Lords and Ladys Enterprises in · Massachusetts · Other Services
$3M in assets, 390 participants
Lords and Ladys Enterprises in's Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #4,738 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust ranks #4,738 of 7,857 2023 filers by assets (624% of the sector average)-$3M for 390 participants.
- #4,738
- in Other Services (7,857 peers)
- +21.6%
- assets growth YoY
Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers
Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,217,551 37th percentile higher than 37% 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
Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust 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. Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (390 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust reported net income rose from -$534K in the plan year 2022 filing to $572K in the plan year 2023 filing.
- Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust reported participants rose from 383 in the plan year 2022 filing to 390 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042864507 · Lords and Ladys Enterprises in PY 2023 · 401(k)
Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust · $3M · 390 · 37th
- VS-ST $3M
- VS-ST 390
- VS-ST 37th
- VS-ST 401(k)
- VS-ST near Raymond N. Fernandez, M.D., P.C. 401(k) Plan
- VS-ST ind #4738
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 Other Services retirement plans → · Plans in Massachusetts →
Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $572K |
| Employer EIN | 042864507 |
| Plan Effective Date | 2015-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lords and Ladys Enterprises in)
Sponsor-wide plan assets over time
All Lords and Ladys Enterprises in plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 33.79219284876196% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 383 | $3M |
| 2023 | 1 | 390 | $3M |
| 2024 | 1 | 388 | $4M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Raymond N. Fernandez, M.D., P.C. 401(k) Plan in AL ($3M); by covered participants it is R & D Circuits 401(k) Plan in NJ (390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.
- R & D Circuits 401(k) Plan (NJ) 390 · 0 off
- Overtime Sports, Inc. 401(k) Plan (NY) 390 · 0 off
- Nye Retirement Plan (NE) 390 · 0 off
- Arden Companies 401(k) Plan (MI) 390 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.