401(k) · DOL Form 5500 · 2023

Lane & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
567
Participants Below avg headcount
75th
Percentile by assets National rank
$40,503
Avg per participant Low balance/head
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Official DOL plan name: Lane & Associates, Inc. 401(k) Plan · Sponsored by Lane & Associates, Inc. · North Carolina · Finance & Insurance

$23M in assets, 567 participants

Lane & Associates, Inc.'s Lane & Associates, Inc. 401(k) Plan reported $23M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,532 in Finance & Insurance (8,869 peers)

Where Lane & Associates, Inc. 401(k) Plan sits by assets

Lane & Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 567 participants (~$40,503/participant), up 35.8% in 2023.

#5,532
in Finance & Insurance (8,869 peers)
+35.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Lane & Associates, Inc. 401(k) Plan's outsized position by total assets

Lane & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$22,965,459 Top 25% higher than 75% 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

Lane & Associates, Inc. 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. Lane & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lane & Associates, Inc. 401(k) Plan reported net income rose from $132K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lane & Associates, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Lane & Associates, Inc. 401(k) Plan reported participants rose from 521 in the plan year 2022 filing to 567 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561829452 · Lane & Associates, Inc. PY 2023 · 401(k)

Lane & Associates, Inc. 401(k) Plan · $23M · 567 · 75th

  • VS-ST $23M
  • VS-ST 567
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Jumpcloud, Inc. 401(k) Plan
  • VS-ST ind #5532

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Lane & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lane & Associates, Inc. 401(k) PlanLane & Associates, Inc. 401(…$23MTexas Spine and Joint Hospital 401(k) Profit Sharing PlanTexas Spine and Joint Hospit…$23MWhiting Door Manufacturing Corp. 401(k) Retirement Plan for Non-Bargaining UnitWhiting Door Manufacturing C…$23MJumpcloud, Inc. 401(k) Plan$23MVista Consulting Group, LLC$23M
End-of-year total assets ($M) among Lane & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$23M
Net Income$6M
Employer EIN561829452
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lane & Associates, Inc.)

Sponsor-wide plan assets over time

All Lane & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 68.85457139665395% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $28.6M ▲ +68.8%
Year Plans Participants Total Assets
2022 1 521 $17M
2023 1 567 $23M
2024 1 577 $29M

Nearby 401(k) Plans in North Carolina

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

Lane & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lane & Associates, Inc. 401(k) Plan, Total assets ($B): 0.022965459 · Participants: 567Lane & Associates, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Lane & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lane & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Lane & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Jumpcloud, Inc. 401(k) Plan in CO ($23M); by covered participants it is Van Eerden Savings and Retirement Plan in MI (567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Lane & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Lane & Associates, Inc. 401(k) Plan surged - up 35.8% during 2023, from $17M to $23M. Reported net income was $6M.
How have Lane & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lane & Associates, Inc.'s sponsor-wide assets grew 68.9%, from $17M to $29M.
Where does Lane & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lane & Associates, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lane & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jumpcloud, Inc. 401(k) Plan in CO ($23M, 557 participants).
Which 401(k) plans cover a similar participant headcount to Lane & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Van Eerden Savings and Retirement Plan in MI (567 participants, $34M 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 561829452.

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.