401(k) · DOL Form 5500 · 2023

Lombard International 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
101
Participants Small participant base
77th
Percentile by assets National rank
$256,199
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lombard International 401(k) Plan · Sponsored by Lombard International · Pennsylvania · Finance & Insurance

$26M in assets, 101 participants

Lombard International's Lombard International 401(k) Plan reported $26M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,767 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Lombard International 401(k) Plan covers 101 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#5,767
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lombard International 401(k) Plan's outsized position by total assets

Lombard International 401(k) Plan vs every filed plan by assets

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

$25,876,129 Top 23% higher than 77% 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

Lombard International 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. Lombard International 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lombard International 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lombard International 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Lombard International 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520795747 · Lombard International PY 2023 · 401(k)

Lombard International 401(k) Plan · $26M · 101 · 77th

  • SCH $26M
  • SCH 101
  • SCH 77th
  • SCH 401(k)
  • SCH near Healthpoint 401(k) Retirement Plan
  • SCH ind #5767

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Lombard International 401(k) Plan in the asset neighbourhood

Lombard International 401(k) PlanLombard International 401(k)…$26MHealthpoint 401(k) Retirement PlanHealthpoint 401(k) Retiremen…$26MPhh 401(k) Plan$26MNucraft Furniture Company Profit Sharing & Retirement PlanNucraft Furniture Company Pr…$26MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$26M
End-of-year total assets ($M) among Lombard International 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN520795747
Plan Effective Date2010-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lombard International)

Sponsor-wide plan assets over time

All Lombard International plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.87975030493116% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $21.1M $28.2M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 100 $21M
2023 1 101 $26M
2024 1 101 $28M

Nearby 401(k) Plans in Pennsylvania

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

Lombard International 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lombard International 401(k) Plan, Total assets ($B): 0.025876129 · Participants: 101Lombard International 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Lombard International 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lombard International 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Healthpoint 401(k) Retirement Plan in WA ($26M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Lombard International 401(k) Plan assets move in 2023? ▼
Lombard International 401(k) Plan grew sharply - up 22.7% during 2023, from $21M to $26M. Reported net income was $5M.
How have Lombard International plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lombard International's sponsor-wide assets grew 33.9%, from $21M to $28M.
Where does Lombard International 401(k) Plan rank by assets among Form 5500 filers? ▼
Lombard International 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lombard International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthpoint 401(k) Retirement Plan in WA ($26M, 979 participants).
Which 401(k) plans cover a similar participant headcount to Lombard International 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 520795747.

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.