401(k) · DOL Form 5500 · 2023

Lacalle Group, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
151
Participants Small participant base
67th
Percentile by assets National rank
$100,377
Avg per participant Below avg balance/head
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Official DOL plan name: Lacalle Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lacalle Group, LLC · Texas · Management of Enterprises

$15M in assets, 151 participants

Lacalle Group, LLC's Lacalle Group, LLC 401(k) Profit Sharing Plan reported $15M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #535 in Management of Enterprises (1,137 peers)

Coverage in Texas

Lacalle Group, LLC 401(k) Profit Sharing Plan covers 151 participants in Texas, about 22% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#535
in Management of Enterprises (1,137 peers)
+28.6%
assets growth YoY

Lacalle Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Lacalle Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,156,950 Top 33% higher than 67% 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

Lacalle Group, LLC 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. Lacalle Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lacalle Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lacalle Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Lacalle Group, LLC 401(k) Profit Sharing Plan reported participants rose from 148 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272950709 · Lacalle Group, LLC PY 2023 · 401(k)

Lacalle Group, LLC 401(k) Profit Sharing Plan · $15M · 151 · 67th

  • VS-ST $15M
  • VS-ST 151
  • VS-ST 67th
  • VS-ST 401(k)
  • VS-ST near Empire Kosher Poultry, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #535

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 Management of Enterprises retirement plans → · Plans in Texas →

Lacalle Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lacalle Group, LLC 401(k) Profit Sharing PlanLacalle Group, LLC 401(k) Pr…$15MEmpire Kosher Poultry, Inc. 401(k) Profit Sharing PlanEmpire Kosher Poultry, Inc. …$15MThe Sargent Companies 401(k) PlanThe Sargent Companies 401(k)…$15MPleasureland Inc. Profit Sharing PlanPleasureland Inc. Profit Sha…$15MCors 401(k) Plan$15M
End-of-year total assets ($M) among Lacalle Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN272950709
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lacalle Group, LLC)

Sponsor-wide plan assets over time

All Lacalle Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 76.96839073024597% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.8M $20.9M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 148 $12M
2023 1 151 $15M
2024 1 156 $21M

Nearby 401(k) Plans in Texas

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

Lacalle Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lacalle Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.01515695 · Participants: 151Lacalle Group, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lacalle Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lacalle Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lacalle Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Empire Kosher Poultry, Inc. 401(k) Profit Sharing Plan in PA ($15M); by covered participants it is Healthcorp Inc 401(k) Profit Sharing Plan & Trust in PA (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Lacalle Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Lacalle Group, LLC 401(k) Profit Sharing Plan grew sharply - up 28.6% during 2023, from $12M to $15M. Reported net income was $3M.
How have Lacalle Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lacalle Group, LLC's sponsor-wide assets grew 77.0%, from $12M to $21M.
Which 401(k) plans are similar in size to Lacalle Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Empire Kosher Poultry, Inc. 401(k) Profit Sharing Plan in PA ($15M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Lacalle Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcorp Inc 401(k) Profit Sharing Plan & Trust in PA (151 participants, N/A 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 272950709.

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.