401(k) · DOL Form 5500 · 2023

Lombart Brothers, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
261
Participants Below avg headcount
80th
Percentile by assets National rank
$126,037
Avg per participant Near avg balance/head
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Official DOL plan name: Lombart Brothers, Inc. 401(k) Profit Sharing Plan · Sponsored by Lombart Brothers, Inc. · Virginia · Wholesale Trade

$33M in assets, 261 participants

Lombart Brothers, Inc.'s Lombart Brothers, Inc. 401(k) Profit Sharing Plan reported $33M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,050 in Wholesale Trade (6,309 peers)

Coverage in Virginia

Lombart Brothers, Inc. 401(k) Profit Sharing Plan covers 261 participants in Virginia, about 33% of the average Virginia filer (state average ~782 per filing). Assets: $33M.

#5,050
in Wholesale Trade (6,309 peers)
+4.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lombart Brothers, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Lombart Brothers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,895,608 Top 20% higher than 80% 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

Lombart Brothers, Inc. 401(k) Profit Sharing 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. Lombart Brothers, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lombart Brothers, Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Lombart Brothers, Inc. 401(k) Profit Sharing Plan reported participants fell from 281 in the plan year 2022 filing to 261 in the plan year 2023 filing.
  • Lombart Brothers, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541117762 · Lombart Brothers, Inc. PY 2023 · 401(k)

Lombart Brothers, Inc. 401(k) Profit Sharing Plan · $33M · 261 · 80th

  • EBSA $33M
  • PART 261
  • TYPE 80th
  • NET 401(k)
  • BOOK near Gates Ventures, LLC 401(k) Plan
  • VS-ST ind #5050

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 Wholesale Trade retirement plans → · Plans in Virginia →

Lombart Brothers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lombart Brothers, Inc. 401(k) Profit Sharing PlanLombart Brothers, Inc. 401(k…$33MGates Ventures, LLC 401(k) PlanGates Ventures, LLC 401(k) P…$33MCascade Designs, Inc. 401(k) Savings & Investment PlanCascade Designs, Inc. 401(k)…$33MParish Management Consultants Salary Savings PlanParish Management Consultant…$33MMize Cpas, Inc. 401(k) Plan$33M
End-of-year total assets ($M) among Lombart Brothers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN541117762
Plan Effective Date1979-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lombart Brothers, Inc.)

Sponsor-wide plan assets over time

All Lombart Brothers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 9.852777031345072% vs 2022
2024 filing year
$31M$32M$33M$34M$35M 202220232024 $31.4M $34.5M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 281 $31M
2023 1 261 $33M
2024 1 271 $35M

Nearby 401(k) Plans in Virginia

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

Lombart Brothers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lombart Brothers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.032895608 · Participants: 261Lombart Brothers, Inc. 401(k) Profit Sharing 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
Lombart Brothers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Lombart Brothers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lombart Brothers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Gates Ventures, LLC 401(k) Plan in WA ($33M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Lombart Brothers, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lombart Brothers, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.6% during 2023, from $31M to $33M. Reported net income was $1M.
How have Lombart Brothers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lombart Brothers, Inc.'s sponsor-wide assets grew 9.9%, from $31M to $35M.
Where does Lombart Brothers, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lombart Brothers, Inc. 401(k) Profit Sharing Plan ranks in the 80th 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 Lombart Brothers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gates Ventures, LLC 401(k) Plan in WA ($33M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Lombart Brothers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 541117762.

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.