401(k) · DOL Form 5500 · 2023

Lemontree Tx Investment Plan 401(k) Plan

Data updated 2026-08-25

$128K
Total assets Small plan by assets: 1
Participants Small participant base: 8th
Percentile by assets National rank: $128,040
Avg per participant Near avg balance/head

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Official DOL plan name: Lemontree Tx Investment Plan · Sponsored by Lemontree Tx Investment Plan · Texas · Other Services

$128K in assets, 1 participants

Lemontree Tx Investment Plan's Lemontree Tx Investment Plan reported $128K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

#1,290 in Other Services (7,857 peers)

What the 2023 filing shows

Lemontree Tx Investment Plan holds $128K for 1 participant - about $128,040 per participant, among the smaller plans by assets on file.

#1,290
in Other Services (7,857 peers): +0.8%
assets growth YoY

Lemontree Tx Investment Plan among the smaller filed plans by assets

Lemontree Tx Investment Plan vs every filed plan by assets

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

$128,040 8th percentile higher than 8% 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

Lemontree Tx Investment 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. Lemontree Tx Investment Plan is a micro filing (1 participant), 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%)

Published 5500 schedule card

Filing strip 872921444 · Lemontree Tx Investment Plan PY 2023 · 401(k)

Lemontree Tx Investment Plan · $128K · 1 · 8th

PART $128K
TYPE 1
NET 8th
BOOK 401(k)
VS-ST near Premier Venture Funding Retirement Plan
BOY ind #1290

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 Texas →

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

Filing particulars (2023)

Total Assets (Beginning of Year)	$127K
Net Assets (End of Year)	$128K
Net Income	$1K
Employer EIN	872921444
Plan Effective Date	2021-10-04
Filing Status	FILING RECEIVED

Sponsor Plan History (Lemontree Tx Investment Plan)

Latest sponsor-wide plan assets: $130K 2.0006771280323132% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$127K
2023	1	1	$128K
2024	1	1	$130K

Nearby 401(k) Plans in Texas

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

Lemontree Tx Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Lemontree Tx Investment Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Premier Venture Funding Retirement Plan in GA ($128K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128K here).

Premier Venture Funding Retirement Plan (GA) $128K · 1
Kt Pets, Inc. 401(k) Plan (FL) $128K · 2
The Sign Factory, Inc. 401(k) Plan (NC) $128K · 4
Fincon Consulting Services, Inc. 401(k) Profit Sharing Plan (MT) $128K · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 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 Lemontree Tx Investment Plan assets move in 2023? ▼

Lemontree Tx Investment Plan held essentially flat - up 0.8% during 2023, from $127K to $128K. Reported net income was $1K.

How have Lemontree Tx Investment Plan plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lemontree Tx Investment Plan's sponsor-wide assets grew 2.0%, from $127K to $130K.

Where does Lemontree Tx Investment Plan rank by assets among Form 5500 filers? ▼

Lemontree Tx Investment Plan ranks in the 8th 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 Lemontree Tx Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Premier Venture Funding Retirement Plan in GA ($128K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Lemontree Tx Investment Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 872921444.