401(k) · DOL Form 5500 · 2023
LIONAKIS 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 165
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $272,279
- Avg per participant High balance/head
Official DOL plan name: Lionakis 401(k) Plan · Sponsored by LIONAKIS · California · Professional & Technical Services
$45M in assets, 165 participants
LIONAKIS's Lionakis 401(k) Plan reported $45M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,346 in Professional & Technical Services (20,321 peers)
Coverage in California
Lionakis 401(k) Plan covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $45M.
- #17,346
- in Professional & Technical Services (20,321 peers)
- +18.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Lionakis 401(k) Plan's outsized position by total assets
Lionakis 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,926,042 Top 16% higher than 84% 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
Lionakis 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. Lionakis 401(k) Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lionakis 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Lionakis 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- Lionakis 401(k) Plan reported participants fell from 168 in the plan year 2022 filing to 165 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 680397596 · LIONAKIS PY 2023 · 401(k)
Lionakis 401(k) Plan · $45M · 165 · 84th
- VS-ST $45M
- BOY 165
- SCH 84th
- EBSA 401(k)
- PART near J&j Worldwide Services Retirement Plan
- TYPE ind #17346
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 Professional & Technical Services retirement plans → · Plans in California →
Lionakis 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 680397596 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LIONAKIS)
Sponsor-wide plan assets over time
All LIONAKIS plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 26.2574112311471% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $38M |
| 2023 | 1 | 165 | $45M |
| 2024 | 1 | 185 | $48M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Lionakis 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is J&j Worldwide Services Retirement Plan in TX ($45M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- J&j Worldwide Services Retirement Plan (TX) $45M · 1,877
- The Paslin Company Employees' 401(k) Plan (MI) $45M · 410
- Edwards Lifesciences Technology Sarl Retirement (PR) $45M · 677
- Amway Hotel Corporation 401(k) Retirement and Savings Plan (MI) $45M · 1,332
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Fruitsmart 401(k) Plan (WA) 165 · 0 off
- Forma Therapeutics, Inc. 401(k) Plan (MA) 165 · 0 off
- Payspan Inc. 401(k) Plan and Trust (FL) 165 · 0 off
- B+T Group Holdings Retirement Savings Plan (OK) 165 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.