401(k) · DOL Form 5500 · 2023

Lerner Publishing Group 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
99
Participants Small participant base
66th
Percentile by assets National rank
$145,841
Avg per participant Above avg balance/head
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Official DOL plan name: Lerner Universal Corporation 401(k) Retirement Savings Plan · Sponsored by Lerner Publishing Group · Minnesota · Manufacturing

$14M in assets, 99 participants

Lerner Publishing Group's Lerner Universal Corporation 401(k) Retirement Savings Plan reported $14M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,240 in Manufacturing (18,722 peers)

Lerner Publishing Group multi-year trail

Lerner Publishing Group's plans moved +33.3% in assets from 2022 to 2024; this filing shows Lerner Universal Corporation 401(k) Retirement Savings Plan at $14M / 99 participants.

#10,240
in Manufacturing (18,722 peers)
+18.5%
assets growth YoY

Lerner Universal Corporation 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Lerner Universal Corporation 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,438,306 Top 34% higher than 66% 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

Lerner Universal Corporation 401(k) Retirement Savings 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. Lerner Universal Corporation 401(k) Retirement Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lerner Universal Corporation 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lerner Universal Corporation 401(k) Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Lerner Universal Corporation 401(k) Retirement Savings Plan reported participants rose from 98 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410833899 · Lerner Publishing Group PY 2023 · 401(k)

Lerner Universal Corporation 401(k) Retirement Savings Plan · $14M · 99 · 66th

  • TYPE $14M
  • NET 99
  • BOOK 66th
  • VS-ST 401(k)
  • BOY near Aoa 401(k) Plan
  • SCH ind #10240

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 Minnesota →

Lerner Universal Corporation 401(k) Retirement Savings Plan in the asset neighbourhood

Lerner Universal Corporation 401(k) Retirement Savings PlanLerner Universal Corporation…$14MAoa 401(k) Plan$14MEpstein Affiliated Companies 401(k) Pension PlanEpstein Affiliated Companies…$14MThe Fikes Companies Profit Sharing Plan & TrustThe Fikes Companies Profit S…$14MMerritt Trailers, Inc. 401(k) Profit Sharing PlanMerritt Trailers, Inc. 401(k…$14M
End-of-year total assets ($M) among Lerner Universal Corporation 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lerner Publishing Group multi-year asset trail

Sponsor-wide plan assets over time

All Lerner Publishing Group plans reported in each filing year

Latest sponsor-wide plan assets
$16M 33.29775462562194% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $16.2M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 98 $12M
2023 1 99 $14M
2024 1 100 $16M

Lerner Publishing Group filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN410833899
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Lerner Universal Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lerner Universal Corporation 401(k) Retirement Savings Plan, Total assets ($B): 0.014438306 · Participants: 99Lerner Universal Corporation 401(k) Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Lerner Universal Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lerner Universal Corporation 401(k) Retirement Savings Plan side-by-side with 3 peers →

Lerner Universal Corporation 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Aoa 401(k) Plan in MO ($14M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Lerner Universal Corporation 401(k) Retirement Savings Plan assets move in 2023? ▼
Lerner Universal Corporation 401(k) Retirement Savings Plan grew sharply - up 18.5% during 2023, from $12M to $14M. Reported net income was $2M.
How have Lerner Publishing Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerner Publishing Group's sponsor-wide assets grew 33.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Lerner Universal Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aoa 401(k) Plan in MO ($14M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Lerner Universal Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 410833899.

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.