401(k)
2023 plan-year 401(k) DOL Form 5500

Liturgical Publications, Inc. Employee Incentive Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Liturgical Publications, Inc. · Wisconsin · Information & Media

What the 2023 filing shows

Liturgical Publications, Inc. Employee Incentive Savings Plan holds $37M for 342 participants — about $109,366 per participant, up 9.9% over the 2023 plan year.

$37M
total plan assets (2023 EOY)
342
covered participants
$109,366
avg assets per participant
+9.9%
assets growth YoY
Total Assets (2023)
$37M
Participants
342
State
Industry
Information & Media

What the Filing Says About Liturgical Publications, Inc. Employee Incentive Savings Plan

Liturgical Publications, Inc. Employee Incentive Savings Plan is a 401(k) retirement plan sponsored by Liturgical Publications, Inc., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 342 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 391160869, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2023 to $37M at year-end — a gain of 9.9%. Net assets (after liabilities) closed the year at $37M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$3M
Plan Type401(k)
Employer EIN391160869
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liturgical Publications, Inc.)

Year Plans Participants Total Assets
2022 1 324 $34M
2023 1 342 $37M
2024 1 407 $44M

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Frequently Asked Questions

How much money is in the Liturgical Publications, Inc. Employee Incentive Savings Plan?
As of the 2023 Form 5500 filing, Liturgical Publications, Inc. Employee Incentive Savings Plan holds $37M in total assets with 342 participants. It is sponsored by Liturgical Publications, Inc..
What type of plan is Liturgical Publications, Inc. Employee Incentive Savings Plan?
Liturgical Publications, Inc. Employee Incentive Savings Plan is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 391160869.
Who sponsors the Liturgical Publications, Inc. Employee Incentive Savings Plan?
Liturgical Publications, Inc. Employee Incentive Savings Plan is sponsored by Liturgical Publications, Inc., located in Wisconsin. The sponsor's EIN is 391160869 and the plan operates in the Information & Media industry.
How did Liturgical Publications, Inc. Employee Incentive Savings Plan perform in 2023?
Liturgical Publications, Inc. Employee Incentive Savings Plan grew by 9.9% during 2023, moving from $34M to $37M in total assets. Net income was $3M.
Where can I find official filings for Liturgical Publications, Inc. Employee Incentive Savings Plan?
Official Form 5500 filings for Liturgical Publications, Inc. Employee Incentive Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391160869 or plan name at efast.dol.gov.
How does Liturgical Publications, Inc. Employee Incentive Savings Plan compare to other plans?
You can compare Liturgical Publications, Inc. Employee Incentive Savings Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391160869.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.