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
PlainRetire home → About this data

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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Industry

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 EIN680683460
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lidl US, LLC)

$60M$80M$100M$120M$140M 202220232024 $73.4M $120M ▲ +63.7%
Total plan assets by year, all Lidl US, LLC plans on file
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.

Lidl US, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -10010203040 Total assets ($B) Participants Lidl US, LLC 401(k) …, Total assets ($B): 0.095656284 · Participants: 5143Lidl US, LLC 401(k) …Northrop Grumman Sav…, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Cor…Leidos, Inc. Retirem…, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirem…Bae Systems Employee…, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employee…
Lidl US, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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:

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?
Lidl US, LLC 401(k) Plan surged - up 30.4% during 2023, from $73M to $96M. Reported net income was $22M.
How have Lidl US, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Lidl US, LLC's sponsor-wide assets grew 63.7%, from $73M to $120M.
Where does Lidl US, LLC 401(k) Plan rank by assets among Form 5500 filers?
Lidl US, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lidl US, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Andrews Distributing Company 401(k) Plan in TX ($96M, 1,769 participants).

Filing takeaways

Ways to act on Lidl US, LLC 401(k) Plan's numbers.