401(k) · DOL Form 5500 · 2023

Lidl US, LLC 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
5,143
Participants Above avg headcount
91st
Percentile by assets National rank
$18,599
Avg per participant Low balance/head
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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.

  • #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.

#7,987
in Retail Trade (8,414 peers)
+30.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Lidl US, LLC 401(k) Plan's outsized position 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 $2,050,000,000 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

Lidl US, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lidl US, LLC 401(k) Plan lands in the large band (5,143 participants).

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 →

Published 5500 schedule card

Filing strip 680683460 · Lidl US, LLC PY 2023 · 401(k)

Lidl US, LLC 401(k) Plan · $96M · 5,143 · 91st

  • PCT $96M
  • EIN 5,143
  • RANK 91st
  • PHOTO 401(k)
  • IND near Andrews Distributing Company 401(k) Plan
  • EOY ind #7987

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 Retail Trade retirement plans → · Plans in Virginia →

Lidl US, LLC 401(k) Plan in the asset neighbourhood

Kalispel Tribe of Indians 401(k) PlanKalispel Tribe of Indians 40…$96MKnight Hawk Coal, LLC 401(k) P/S Plan and TrustKnight Hawk Coal, LLC 401(k)…$96MTmp Worldwide Advertising & Communications, LLC 401(k) Savings PlanTmp Worldwide Advertising & …$96MLidl US, LLC 401(k) Plan$96MAndrews Distributing Company 401(k) PlanAndrews Distributing Company…$96M
End-of-year total assets ($M) among Lidl US, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Lidl US, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$120M 63.67371061247703% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $73.4M $120M ▲ +63.7%
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 ($B) Participants Lidl US, LLC 401(k) Plan, Total assets ($B): 0.095656284 · Participants: 5143Lidl US, LLC 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Lidl US, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Lidl US, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Andrews Distributing Company 401(k) Plan in TX ($96M); by covered participants it is Husqvarna Retirement Savings 401(k) Plan in NC (5,143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,143 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 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).
Which 401(k) plans cover a similar participant headcount to Lidl US, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Husqvarna Retirement Savings 401(k) Plan in NC (5,143 participants, $221M 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 680683460.

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.