401(k) · DOL Form 5500 · 2023

Lion Group, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
948
Participants Near avg headcount
81st
Percentile by assets National rank
$35,852
Avg per participant Low balance/head
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Official DOL plan name: Lion Group, Inc. Profit Sharing Plan and Trust · Sponsored by Lion Group, Inc. · Ohio · Manufacturing

$34M in assets, 948 participants

Lion Group, Inc.'s Lion Group, Inc. Profit Sharing Plan and Trust reported $34M in total assets and 948 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,694 in Manufacturing (18,722 peers)

Where Lion Group, Inc. Profit Sharing Plan and Trust sits by assets

Lion Group, Inc. Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 948 participants (~$35,852/participant), up 16.1% in 2023.

#13,694
in Manufacturing (18,722 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lion Group, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Lion Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$33,987,304 Top 19% higher than 81% 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

Lion Group, Inc. Profit Sharing Plan and Trust 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. Lion Group, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (948 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lion Group, Inc. Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lion Group, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Lion Group, Inc. Profit Sharing Plan and Trust reported participants rose from 829 in the plan year 2022 filing to 948 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 471845529 · Lion Group, Inc. PY 2023 · 401(k)

Lion Group, Inc. Profit Sharing Plan and Trust · $34M · 948 · 81st

  • PHOTO $34M
  • PHOTO 948
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Edgewood Management Group, LLC 401(k) Profit Sharing Plan
  • PHOTO ind #13694

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 Ohio →

Lion Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Lion Group, Inc. Profit Sharing Plan and TrustLion Group, Inc. Profit Shar…$34MEdgewood Management Group, LLC 401(k) Profit Sharing PlanEdgewood Management Group, L…$34MImax Corporation 401(k) Retirement PlanImax Corporation 401(k) Reti…$34MHlw International, LLP Savings and Investment PlanHlw International, LLP Savin…$34MPurfoods, LLC Dba Mom's Meals 401(k) PlanPurfoods, LLC Dba Mom's Meal…$34M
End-of-year total assets ($M) among Lion Group, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN471845529
Plan Effective Date1974-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lion Group, Inc.)

Sponsor-wide plan assets over time

All Lion Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 27.939226377963582% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.3M $37.5M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 829 $29M
2023 1 948 $34M
2024 1 1,052 $37M

Nearby 401(k) Plans in Ohio

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

Lion Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Lion Group, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.033987304 · Participants: 948Lion Group, Inc. Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Lion Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lion Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Edgewood Management Group, LLC 401(k) Profit Sharing Plan in ND ($34M); by covered participants it is Stockx LLC 401(k) Plan in MI (948 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (948 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 Lion Group, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Lion Group, Inc. Profit Sharing Plan and Trust grew sharply - up 16.1% during 2023, from $29M to $34M. Reported net income was $5M.
How have Lion Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lion Group, Inc.'s sponsor-wide assets grew 27.9%, from $29M to $37M.
Where does Lion Group, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Lion Group, Inc. Profit Sharing Plan and Trust ranks in the 81st 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 Lion Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Edgewood Management Group, LLC 401(k) Profit Sharing Plan in ND ($34M, 2,968 participants).
Which 401(k) plans cover a similar participant headcount to Lion Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stockx LLC 401(k) Plan in MI (948 participants, $43M 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 471845529.

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.