401(k) · DOL Form 5500 · 2023

L'occitane, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
795
Participants Near avg headcount
73rd
Percentile by assets National rank
$25,802
Avg per participant Low balance/head
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Official DOL plan name: L'occitane, Inc. 401(k) Profit Sharing Plan · Sponsored by L'occitane, Inc. · New York · Retail Trade

$21M in assets, 795 participants

L'occitane, Inc.'s L'occitane, Inc. 401(k) Profit Sharing Plan reported $21M in total assets and 795 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,988 in Retail Trade (8,414 peers)

L'occitane, Inc. multi-year trail

L'occitane, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows L'occitane, Inc. 401(k) Profit Sharing Plan at $21M / 795 participants.

#6,988
in Retail Trade (8,414 peers)
+18.2%
assets growth YoY

L'occitane, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$20,512,683 Top 27% higher than 73% 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

L'occitane, Inc. 401(k) Profit Sharing 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. L'occitane, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L'occitane, Inc. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • L'occitane, Inc. 401(k) Profit Sharing Plan reported participants rose from 508 in the plan year 2022 filing to 795 in the plan year 2023 filing.
  • L'occitane, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133844764 · L'occitane, Inc. PY 2023 · 401(k)

L'occitane, Inc. 401(k) Profit Sharing Plan · $21M · 795 · 73rd

  • RANK $21M
  • PHOTO 795
  • IND 73rd
  • EOY 401(k)
  • 5500 near Society of Critical Care Medicine Retirement Savings Plan
  • ASSETS ind #6988

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 Retail Trade retirement plans → · Plans in New York →

L'occitane, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

L'occitane, Inc. 401(k) Profit Sharing PlanL'occitane, Inc. 401(k) Prof…$21MSociety of Critical Care Medicine Retirement Savings PlanSociety of Critical Care Med…$21MThe Music Center 401(k) Plan$21MConsulting Solutions 401(k) PlanConsulting Solutions 401(k) …$21MMedford Leas 401(k) Plan$21M
End-of-year total assets ($M) among L'occitane, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

L'occitane, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All L'occitane, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.410550455412626% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.4M $23.7M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 508 $17M
2023 1 795 $21M
2024 1 858 $24M

L'occitane, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN133844764
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

L'occitane, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants L'occitane, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.020512683 · Participants: 795L'occitane, Inc. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
L'occitane, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Society of Critical Care Medicine Retirement Savings Plan in IL ($21M); by covered participants it is Trussway 401(k) Plan in TX (795 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (795 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 L'occitane, Inc. 401(k) Profit Sharing Plan assets move in 2023?
L'occitane, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.2% during 2023, from $17M to $21M. Reported net income was $3M.
How have L'occitane, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), L'occitane, Inc.'s sponsor-wide assets grew 36.4%, from $17M to $24M.
Which 401(k) plans are similar in size to L'occitane, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Society of Critical Care Medicine Retirement Savings Plan in IL ($21M, 84 participants).
Which 401(k) plans cover a similar participant headcount to L'occitane, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Trussway 401(k) Plan in TX (795 participants, N/A in assets).