401(k) · DOL Form 5500 · 2023

Lavelle Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
424
Participants Below avg headcount
83rd
Percentile by assets National rank
$96,934
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan · Sponsored by Lavelle Industries, Inc. · Wisconsin · Manufacturing

$41M in assets, 424 participants

Lavelle Industries, Inc.'s Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan reported $41M in total assets and 424 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,291 in Manufacturing (18,722 peers)

Where Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan sits by assets

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $41M for 424 participants (~$96,934/participant), up 17.4% in 2023.

#14,291
in Manufacturing (18,722 peers)
+17.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan's outsized position by total assets

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$41,099,879 Top 17% higher than 83% 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

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings 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. Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (424 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 363566803 · Lavelle Industries, Inc. PY 2023 · 401(k)

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan · $41M · 424 · 83rd

  • 5500 $41M
  • 5500 424
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Penta Research, Inc. 401(k) Plan
  • 5500 ind #14291

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 Manufacturing retirement plans → · Plans in Wisconsin →

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Entravision Communications Corporation 401(k) PlanEntravision Communications C…$41MLavelle Industries, Inc. Profit Sharing and 401(k) Savings PlanLavelle Industries, Inc. Pro…$41MPenta Research, Inc. 401(k) PlanPenta Research, Inc. 401(k) …$41MProsus 401(k) Plan$41MHarms Oil Company 401(k) Plan$41M
End-of-year total assets ($M) among Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN363566803
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lavelle Industries, Inc.)

Sponsor-wide plan assets over time

All Lavelle Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 34.741714270666655% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35M $47.2M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 424 $35M
2023 1 424 $41M
2024 1 377 $47M

Nearby 401(k) Plans in Wisconsin

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

Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.041099879 · Participants: 424Lavelle Industries, Inc. Profit Sharing and 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Penta Research, Inc. 401(k) Plan in AL ($41M); by covered participants it is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (424 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 Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan assets move in 2023? ▼
Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan grew sharply - up 17.4% during 2023, from $35M to $41M. Reported net income was $6M.
How have Lavelle Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lavelle Industries, Inc.'s sponsor-wide assets grew 34.7%, from $35M to $47M.
Where does Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan ranks in the 83rd 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 Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penta Research, Inc. 401(k) Plan in AL ($41M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Lavelle Industries, Inc. Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Medical Technology 401(k) Profit Sharing Plan in OH (424 participants, $10M 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 363566803.

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.