401(k) · DOL Form 5500 · 2023

Lord & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 169
Participants Small participant base: 56th
Percentile by assets National rank: $53,299
Avg per participant Low balance/head

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Official DOL plan name: Lord & Sons, Inc. 401(k) Plan · Sponsored by Lord & Sons, Inc. · California · Construction

$9M in assets, 169 participants

Lord & Sons, Inc.'s Lord & Sons, Inc. 401(k) Plan reported $9M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#4,942 in Construction (9,030 peers)

Coverage in California

Lord & Sons, Inc. 401(k) Plan covers 169 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $9M.

#4,942
in Construction (9,030 peers): +14.7%
assets growth YoY

Lord & Sons, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Lord & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$9,007,567 Top 44% higher than 56% 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

Lord & Sons, Inc. 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. Lord & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (169 participants).

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%)

Lord & Sons, Inc. 401(k) Plan reported net income rose from -$932K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Lord & Sons, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
Lord & Sons, Inc. 401(k) Plan reported participants rose from 153 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941751726 · Lord & Sons, Inc. PY 2023 · 401(k)

Lord & Sons, Inc. 401(k) Plan · $9M · 169 · 56th

PCT $9M
PCT 169
PCT 56th
PCT 401(k)
PCT near Pearson Adair & Company Retirement Plan
PCT ind #4942

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 Construction retirement plans → · Plans in California →

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

California filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	941751726
Plan Effective Date	1994-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lord & Sons, Inc.)

Latest sponsor-wide plan assets: $10M 26.648064502898844% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	153	$8M
2023	1	169	$9M
2024	1	190	$10M

Nearby 401(k) Plans in California

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

Lord & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Lord & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

Lord & Sons, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pearson Adair & Company Retirement Plan in TX ($9M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Pearson Adair & Company Retirement Plan (TX) $9M · 10
Aadvantage Inc. 401(k) Plan (PA) $9M · 632
Fmrs Health Systems, Inc. 401(k) Plan (WV) $9M · 215
Hegg Memorial Health Center Retirement Plan (WI) $9M · 213

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

Baker Roofing Company 401(k) Profit Sharing Plan (NC) 169 · 0 off
Pcsb Bank 401(k) Savings Plan (NY) 169 · 0 off
Surf Opco 401(k) Plan (TX) 169 · 0 off
Harborone Mortgage, LLC Retirement Plan (NH) 169 · 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 Lord & Sons, Inc. 401(k) Plan assets move in 2023? ▼

Lord & Sons, Inc. 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $8M to $9M. Reported net income was $1M.

How have Lord & Sons, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lord & Sons, Inc.'s sponsor-wide assets grew 26.6%, from $8M to $10M.

Which 401(k) plans are similar in size to Lord & Sons, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pearson Adair & Company Retirement Plan in TX ($9M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Lord & Sons, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 941751726.