401(k) · DOL Form 5500 · 2023
Lcg Pence, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 167
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $101,915
- Avg per participant Below avg balance/head
Official DOL plan name: Pence Construction 401(k) Plan · Sponsored by Lcg Pence, LLC · Oregon · Construction
$17M in assets, 167 participants
Lcg Pence, LLC's Pence Construction 401(k) Plan reported $17M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,168 in Construction (9,030 peers)
Coverage in Oregon
Pence Construction 401(k) Plan covers 167 participants in Oregon, about 38% of the average Oregon filer (state average ~443 per filing). Assets: $17M.
- #6,168
- in Construction (9,030 peers)
- +18.7%
- assets growth YoY
Pence Construction 401(k) Plan's outsized position by total assets
Pence Construction 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,019,758 Top 30% higher than 70% 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
Pence Construction 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. Pence Construction 401(k) Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pence Construction 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Pence Construction 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Pence Construction 401(k) Plan reported participants fell from 179 in the plan year 2022 filing to 167 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 223878410 · Lcg Pence, LLC PY 2023 · 401(k)
Pence Construction 401(k) Plan · $17M · 167 · 70th
- BOY $17M
- BOY 167
- BOY 70th
- BOY 401(k)
- BOY near Novus Ag, LLC 401(k) Plan
- BOY ind #6168
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 Construction retirement plans → · Plans in Oregon →
Pence Construction 401(k) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 223878410 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lcg Pence, LLC)
Sponsor-wide plan assets over time
All Lcg Pence, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 41.74764761492204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $14M |
| 2023 | 1 | 167 | $17M |
| 2024 | 1 | 154 | $20M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Pence Construction 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Novus Ag, LLC 401(k) Plan in CO ($17M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Novus Ag, LLC 401(k) Plan (CO) $17M · 446
- Pegasus Logistics Group, Inc. 401(k) Plan (TX) $17M · 794
- Parker Plastics, Inc. 401(k) Profit Sharing Plan (WI) $17M · 263
- Gateway Ticketing Systems, Inc. 401(k) Plan (PA) $17M · 124
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 167 · 0 off
- American Green, Inc. 401(k) Plan (IL) 167 · 0 off
- Comanco Environmental Corporation 401(k) Plan (FL) 167 · 0 off
- Ultra Poly Corporation Retirement Savings Plan (PA) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.