401(k) · DOL Form 5500 · 2023

Loblolly, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
57
Participants Small participant base
39th
Percentile by assets National rank
$65,452
Avg per participant Low balance/head
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Official DOL plan name: Loblolly, Inc. 401(k) Profit Sharing Plan · Sponsored by Loblolly, Inc. · Florida · Arts, Entertainment & Recreation

$4M in assets, 57 participants

Loblolly, Inc.'s Loblolly, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,791 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Loblolly, Inc. 401(k) Profit Sharing Plan ranks #1,791 of 2,945 2023 filers by assets (744% of the sector average)-$4M for 57 participants.

#1,791
in Arts, Entertainment & Recreation (2,945 peers)
+9.5%
assets growth YoY

Loblolly, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Loblolly, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,730,760 39th percentile higher than 39% 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

Loblolly, Inc. 401(k) Profit Sharing 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. Loblolly, Inc. 401(k) Profit Sharing Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loblolly, Inc. 401(k) Profit Sharing Plan reported net income rose from -$985K in the plan year 2022 filing to $325K in the plan year 2023 filing.
  • Loblolly, Inc. 401(k) Profit Sharing Plan reported participants rose from 52 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Loblolly, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 650004016 · Loblolly, Inc. PY 2023 · 401(k)

Loblolly, Inc. 401(k) Profit Sharing Plan · $4M · 57 · 39th

  • BOY $4M
  • BOY 57
  • BOY 39th
  • BOY 401(k)
  • BOY near Hanon Systems USA, LLC 401(k) Plan for Carey Plant
  • BOY ind #1791

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Loblolly, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Loblolly, Inc. 401(k) Profit Sharing PlanLoblolly, Inc. 401(k) Profit…$4MHanon Systems USA, LLC 401(k) Plan for Carey PlantHanon Systems USA, LLC 401(k…$4MAustin Engineering USA Service 401(k)Austin Engineering USA Servi…$4MSeasoned 2.0, Inc 401(k) Plan$4MThe Sun Valley Group, Inc. 401(k) PlanThe Sun Valley Group, Inc. 4…$4M
End-of-year total assets ($M) among Loblolly, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$325K
Employer EIN650004016
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loblolly, Inc.)

Sponsor-wide plan assets over time

All Loblolly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.45813767198427% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.41M $4.03M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 52 $3M
2023 1 57 $4M
2024 1 108 $4M

Nearby 401(k) Plans in Florida

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

Loblolly, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Loblolly, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00373076 · Participants: 57Loblolly, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Loblolly, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Loblolly, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Loblolly, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hanon Systems USA, LLC 401(k) Plan for Carey Plant in OH ($4M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Loblolly, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Loblolly, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.5% during 2023, from $3M to $4M. Reported net income was $325K.
How have Loblolly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loblolly, Inc.'s sponsor-wide assets grew 18.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Loblolly, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanon Systems USA, LLC 401(k) Plan for Carey Plant in OH ($4M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Loblolly, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 650004016.

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.