401(k) · DOL Form 5500 · 2023
Lipman Brothers LLC 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 405
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $73,171
- Avg per participant Below avg balance/head
Official DOL plan name: Lipman Brothers LLC Savings Plan · Sponsored by Lipman Brothers LLC · Tennessee · Wholesale Trade
$30M in assets, 405 participants
Lipman Brothers LLC's Lipman Brothers LLC Savings Plan reported $30M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #4,939 in Wholesale Trade (6,309 peers)
Coverage in Tennessee
Lipman Brothers LLC Savings Plan covers 405 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $30M.
- #4,939
- in Wholesale Trade (6,309 peers)
- +13.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lipman Brothers LLC Savings Plan's outsized position by total assets
Lipman Brothers LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,634,056 Top 21% higher than 79% 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
Lipman Brothers LLC Savings 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. Lipman Brothers LLC Savings Plan sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lipman Brothers LLC Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Lipman Brothers LLC Savings Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Lipman Brothers LLC Savings Plan reported participants rose from 367 in the plan year 2022 filing to 405 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 620759627 · Lipman Brothers LLC PY 2023 · 401(k)
Lipman Brothers LLC Savings Plan · $30M · 405 · 79th
- PHOTO $30M
- IND 405
- EOY 79th
- 5500 401(k)
- ASSETS near Tti 401(k) Plan
- PCT ind #4939
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 Tennessee →
Lipman Brothers LLC Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 620759627 |
| Plan Effective Date | 1971-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lipman Brothers LLC)
Sponsor-wide plan assets over time
All Lipman Brothers LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 31.440385962361834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $26M |
| 2023 | 1 | 405 | $30M |
| 2024 | 1 | 405 | $34M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Lipman Brothers LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Tti 401(k) Plan in CA ($30M); by covered participants it is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Tti 401(k) Plan (CA) $30M · 115
- Tlc, Inc. 401(k) Plan (MD) $30M · 481
- Inmarsat Government, Inc.401(k) Plan (VA) $30M · 118
- Infomerge LLC 401(k) Plan (KS) $30M · 106
Similar participant headcount
Nearest other-state filings by covered participants (405 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.