401(k) · DOL Form 5500 · 2023

Lymi Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
676
Participants Below avg headcount
60th
Percentile by assets National rank
$16,024
Avg per participant Low balance/head
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Official DOL plan name: Lymi Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lymi Inc · California · Retail Trade

$11M in assets, 676 participants

Lymi Inc's Lymi Inc 401(k) Profit Sharing Plan & Trust reported $11M in total assets and 676 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,993 in Retail Trade (8,414 peers)

Lymi Inc multi-year trail

Lymi Inc's plans moved +156.9% in assets from 2022 to 2024; this filing shows Lymi Inc 401(k) Profit Sharing Plan & Trust at $11M / 676 participants.

#5,993
in Retail Trade (8,414 peers)
+68.2%
assets growth YoY

Lymi Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Lymi Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,831,963 Top 40% higher than 60% 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

Lymi Inc 401(k) Profit Sharing Plan & 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. Lymi Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (676 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lymi Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lymi Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Lymi Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 517 in the plan year 2022 filing to 676 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 352467049 · Lymi Inc PY 2023 · 401(k)

Lymi Inc 401(k) Profit Sharing Plan & Trust · $11M · 676 · 60th

  • PHOTO $11M
  • PHOTO 676
  • PHOTO 60th
  • PHOTO 401(k)
  • PHOTO near Tennessee Rural Health Improvement Association Retirement Savings Plan
  • PHOTO ind #5993

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 California →

Lymi Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lymi Inc 401(k) Profit Sharing Plan & TrustLymi Inc 401(k) Profit Shari…$11MTennessee Rural Health Improvement Association Retirement Savings PlanTennessee Rural Health Impro…$11MMaggie Sottero Designs, LLC Retirement PlanMaggie Sottero Designs, LLC …$11MCts 401(k)$11MHopedale Medical Foundation 401(k) Cash Deferred Profit Sharing PlanHopedale Medical Foundation …$11M
End-of-year total assets ($M) among Lymi Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lymi Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lymi Inc plans reported in each filing year

Latest sponsor-wide plan assets
$17M 156.91482524074692% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.44M $16.6M ▲ +157.0%
Year Plans Participants Total Assets
2022 1 517 $6M
2023 1 676 $11M
2024 1 771 $17M

Lymi Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN352467049
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lymi Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lymi Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010831963 · Participants: 676Lymi Inc 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lymi Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Lymi Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tennessee Rural Health Improvement Association Retirement Savings Plan in TN ($11M); by covered participants it is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (676 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 Lymi Inc 401(k) Profit Sharing Plan & Trust assets move in 2023?
Lymi Inc 401(k) Profit Sharing Plan & Trust surged - up 68.2% during 2023, from $6M to $11M. Reported net income was $4M.
How have Lymi Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Lymi Inc's sponsor-wide assets grew 156.9%, from $6M to $17M.
Which 401(k) plans are similar in size to Lymi Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Tennessee Rural Health Improvement Association Retirement Savings Plan in TN ($11M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Lymi Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is The Pleasant Companies 401(k) Plan and Trust in MD (676 participants, $20M in assets).