401(k) · DOL Form 5500 · 2023
Lidl US, LLC 401(k) Plan
Data updated 2026-08-11
- $96M
- Total assets
- 5,143
- Participants
- 91st
- Percentile by assets
- $18,599
- Avg per participant
Official DOL plan name: Lidl US, LLC 401(k) Plan · Sponsored by Lidl US, LLC · Virginia · Retail Trade
$96M in assets, 5,143 participants
Lidl US, LLC's Lidl US, LLC 401(k) Plan reported $96M in total assets and 5,143 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 127,072 plans)
- #7,987 in Retail Trade (8,414 peers)
Coverage in Virginia
Lidl US, LLC 401(k) Plan covers 5,143 participants in Virginia, 6.6x the typical Virginia plan (state average ~782 per filing). Assets: $96M.
- $96M
- total plan assets (2023 EOY)
- 5,143
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $18,599
- avg assets per participant
Where Lidl US, LLC 401(k) Plan sits by total assets
Lidl US, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$95,656,284 Top 9% higher than 91% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lidl US, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Lidl US, LLC 401(k) Plan end-of-year assets rose from $73M in the plan year 2022 filing to $96M in the plan year 2023 filing.
- Lidl US, LLC 401(k) Plan reported participants rose from 4,427 in the plan year 2022 filing to 5,143 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Lidl US, LLC 401(k) Plan reports 5,143 participants - 6.6x that state average ($96M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $96M |
| Net Income | $22M |
| Employer EIN | 680683460 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lidl US, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,427 | $73M |
| 2023 | 1 | 5,143 | $96M |
| 2024 | 1 | 5,022 | $120M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Lidl US, LLC 401(k) Plan
Lidl US, LLC 401(k) Plan reports $96M in end-of-year assets across 5,143 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $18,599 per participant (13% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.
This plan identity (EIN 680683460, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $73M to $120M (+63.7%) while covered participants moved from 4,427 to 5,022 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,427 | $73M | Open filing |
| 2023 | 5,143 | $96M | This page |
| 2024 · index core | 5,022 | $120M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lidl US, LLC 401(k) Plan (401(k), $120M, 5,022 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lidl US, LLC 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Lidl US, LLC 401(k) Plan assets move in 2023? ▼
How have Lidl US, LLC plan assets changed over time? ▼
Where does Lidl US, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lidl US, LLC 401(k) Plan? ▼
Next read for Lidl US, LLC 401(k) Plan
Filing takeaways
Ways to act on Lidl US, LLC 401(k) Plan's numbers.
- By total assets, Lidl US, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Lidl US, LLC's sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Retail Trade plans