401(k) · DOL Form 5500 · 2023

Lynch Management Company 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
188
Participants Below avg headcount
68th
Percentile by assets National rank
$82,962
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lynch Management Company 401(k) Plan · Sponsored by Lynch Management Company · Florida · Retail Trade

$16M in assets, 188 participants

Lynch Management Company's Lynch Management Company 401(k) Plan reported $16M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,614 in Retail Trade (8,414 peers)

Coverage in Florida

Lynch Management Company 401(k) Plan covers 188 participants in Florida, about 30% of the average Florida filer (state average ~628 per filing). Assets: $16M.

#6,614
in Retail Trade (8,414 peers)
+15.1%
assets growth YoY

Lynch Management Company 401(k) Plan's outsized position by total assets

Lynch Management Company 401(k) Plan vs every filed plan by assets

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

$15,596,902 Top 32% higher than 68% 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

Lynch Management Company 401(k) 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. Lynch Management Company 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lynch Management Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lynch Management Company 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lynch Management Company 401(k) Plan reported participants fell from 191 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592607387 · Lynch Management Company PY 2023 · 401(k)

Lynch Management Company 401(k) Plan · $16M · 188 · 68th

  • BOOK $16M
  • VS-ST 188
  • BOY 68th
  • SCH 401(k)
  • EBSA near Ducker Carlisle LLC 401(k) Plan
  • PART ind #6614

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 Florida →

Lynch Management Company 401(k) Plan in the asset neighbourhood

Lynch Management Company 401(k) PlanLynch Management Company 401…$16MDucker Carlisle LLC 401(k) PlanDucker Carlisle LLC 401(k) P…$16MSpectra Credit Union 401(k) Savings PlanSpectra Credit Union 401(k) …$16MBoston Brace International, Inc. 401(k) PlanBoston Brace International, …$16MFlock Group 401(k) Plan$16M
End-of-year total assets ($M) among Lynch Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN592607387
Plan Effective Date1969-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lynch Management Company)

Sponsor-wide plan assets over time

All Lynch Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.001611075650587% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $17.8M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 191 $14M
2023 1 188 $16M
2024 1 201 $18M

Nearby 401(k) Plans in Florida

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

Lynch Management Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lynch Management Company 401(k) Plan, Total assets ($B): 0.015596902 · Participants: 188Lynch Management Company 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lynch Management Company 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lynch Management Company 401(k) Plan side-by-side with 3 peers →

Lynch Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ducker Carlisle LLC 401(k) Plan in MI ($16M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Lynch Management Company 401(k) Plan assets move in 2023? ▼
Lynch Management Company 401(k) Plan grew sharply - up 15.1% during 2023, from $14M to $16M. Reported net income was $2M.
How have Lynch Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lynch Management Company's sponsor-wide assets grew 31.0%, from $14M to $18M.
Which 401(k) plans are similar in size to Lynch Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ducker Carlisle LLC 401(k) Plan in MI ($16M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Lynch Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 592607387.

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.