401(k) · DOL Form 5500 · 2023

Lord & Son Construction, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
38
Participants Small participant base
43rd
Percentile by assets National rank
$120,978
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lord & Son Construction, Inc. 401(k) Plan · Sponsored by Lord & Son Construction, Inc. · Florida · Construction

$5M in assets, 38 participants

Lord & Son Construction, Inc.'s Lord & Son Construction, Inc. 401(k) Plan reported $5M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,662 in Construction (9,030 peers)

What the 2023 filing shows

Lord & Son Construction, Inc. 401(k) Plan holds $5M for 38 participants - about $120,978 per participant, in the lower half of filed plans by assets.

#3,662
in Construction (9,030 peers)
+3.1%
assets growth YoY

Lord & Son Construction, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Lord & Son Construction, Inc. 401(k) Plan vs every filed plan by assets

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

$4,597,155 43rd percentile higher than 43% 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

Lord & Son Construction, Inc. 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. Lord & Son Construction, Inc. 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lord & Son Construction, Inc. 401(k) Plan reported net income rose from -$658K in the plan year 2022 filing to $140K in the plan year 2023 filing.
  • Lord & Son Construction, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 591582659 · Lord & Son Construction, Inc. PY 2023 · 401(k)

Lord & Son Construction, Inc. 401(k) Plan · $5M · 38 · 43rd

  • SCH $5M
  • EBSA 38
  • PART 43rd
  • TYPE 401(k)
  • NET near Austin County State Bank 401(k) Employee Stock Ownership Plan
  • BOOK ind #3662

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 Florida →

Lord & Son Construction, Inc. 401(k) Plan in the asset neighbourhood

Lord & Son Construction, Inc. 401(k) PlanLord & Son Construction, Inc…$5MAustin County State Bank 401(k) Employee Stock Ownership PlanAustin County State Bank 401…$5MZters, Inc. 401(k) Profit Sharing PlanZters, Inc. 401(k) Profit Sh…$5MBurr & Forman LLP Employees' 401(k) PlanBurr & Forman LLP Employees'…$5MUnico, Inc. 401(k) Profit Sharing Plan & TrustUnico, Inc. 401(k) Profit Sh…$5M
End-of-year total assets ($M) among Lord & Son Construction, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$140K
Employer EIN591582659
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lord & Son Construction, Inc.)

Sponsor-wide plan assets over time

All Lord & Son Construction, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 1.9912231033118182% vs 2022
2024 filing year
$4.4M$4.45M$4.5M$4.55M$4.6M$4.65M 202220232024 $4.46M $4.55M ▲ +2.0%
Year Plans Participants Total Assets
2022 1 38 $4M
2023 1 38 $5M
2024 1 48 $5M

Nearby 401(k) Plans in Florida

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

Lord & Son Construction, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lord & Son Construction, Inc. 401(k) Plan, Total assets ($B): 0.004597155 · Participants: 38Lord & Son Construction, Inc. 401(k) 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
Lord & Son Construction, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lord & Son Construction, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Austin County State Bank 401(k) Employee Stock Ownership Plan in TX ($5M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Lord & Son Construction, Inc. 401(k) Plan assets move in 2023? ▼
Lord & Son Construction, Inc. 401(k) Plan edged up modestly - up 3.1% during 2023, from $4M to $5M. Reported net income was $140K.
How have Lord & Son Construction, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lord & Son Construction, Inc.'s sponsor-wide assets grew 2.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Lord & Son Construction, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Austin County State Bank 401(k) Employee Stock Ownership Plan in TX ($5M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Lord & Son Construction, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 591582659.

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.