401(k) · DOL Form 5500 · 2023

Lender's Consulting Group, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 85
Participants Small participant base: 40th
Percentile by assets National rank: $46,657
Avg per participant Low balance/head

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Official DOL plan name: Lender's Consulting Group 401(k) Plan · Sponsored by Lender's Consulting Group, LLC · Florida · Professional & Technical Services

$4M in assets, 85 participants

Lender's Consulting Group, LLC's Lender's Consulting Group 401(k) Plan reported $4M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

#7,612 in Professional & Technical Services (20,321 peers)

Lender's Consulting Group, LLC multi-year trail

Lender's Consulting Group, LLC's plans moved +46.5% in assets from 2023 to 2024; this filing shows Lender's Consulting Group 401(k) Plan at $4M / 85 participants.

#7,612
in Professional & Technical Services (20,321 peers): +64.0%
assets growth YoY

Lender's Consulting Group 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lender's Consulting Group 401(k) Plan vs every filed plan by assets

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

$3,965,882 40th percentile higher than 40% 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

Lender's Consulting Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lender's Consulting Group 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 800965720 · Lender's Consulting Group, LLC PY 2023 · 401(k)

Lender's Consulting Group 401(k) Plan · $4M · 85 · 40th

NET $4M
NET 85
NET 40th
NET 401(k)
NET near Ccia Salary Reduction & Savings Plan
NET ind #7612

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 Florida →

End-of-year total assets ($M) among Lender's Consulting Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lender's Consulting Group, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 46.47692493120068% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	85	$4M
2024	1	97	$6M

Lender's Consulting Group, LLC filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$2M
Employer EIN	800965720
Plan Effective Date	2007-08-31
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Lender's Consulting Group 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Lender's Consulting Group 401(k) Plan side-by-side with 3 peers →

Lender's Consulting Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ccia Salary Reduction & Savings Plan in DC ($4M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Ccia Salary Reduction & Savings Plan (DC) $4M · 11
Safetec of America Inc 401(k) Profit Sharing Plan & Trust (NY) $4M · 126
Next Move Healthcare 401(k) Plan (MO) $4M · 312
Ast Spacemobile Services, LLC 401(k) Plan (TX) $4M · 158

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

Jones Energy, LLC Profit Sharing Plan (OK) 85 · 0 off
Alkahest, Inc. 401(k) Plan (CA) 85 · 0 off
Medly Health Inc. 401(k) Plan (DE) 85 · 0 off
Prometheus Biosciences, Inc. 401(k) Plan (CA) 85 · 0 off

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 Lender's Consulting Group 401(k) Plan assets move in 2023? ▼

Lender's Consulting Group 401(k) Plan surged - up 64.0% during 2023, from $2M to $4M. Reported net income was $2M.

How have Lender's Consulting Group, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lender's Consulting Group, LLC's sponsor-wide assets grew 46.5%, from $4M to $6M.

Which 401(k) plans are similar in size to Lender's Consulting Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ccia Salary Reduction & Savings Plan in DC ($4M, 11 participants).

Which 401(k) plans cover a similar participant headcount to Lender's Consulting Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 800965720.