401(k) · DOL Form 5500 · 2023

Lloyd Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
321
Participants Below avg headcount
68th
Percentile by assets National rank
$49,872
Avg per participant Low balance/head
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Official DOL plan name: Lloyd Companies 401(k) Plan and Trust · Sponsored by Lloyd Companies, Inc. · South Dakota · Real Estate

$16M in assets, 321 participants

Lloyd Companies, Inc.'s Lloyd Companies 401(k) Plan and Trust reported $16M in total assets and 321 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,952 in Real Estate (4,727 peers)

Lloyd Companies, Inc. multi-year trail

Lloyd Companies, Inc.'s plans moved +76.3% in assets from 2022 to 2024; this filing shows Lloyd Companies 401(k) Plan and Trust at $16M / 321 participants.

#3,952
in Real Estate (4,727 peers)
+43.0%
assets growth YoY

Lloyd Companies 401(k) Plan and Trust's outsized position by total assets

Lloyd Companies 401(k) Plan and Trust vs every filed plan by assets

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

$16,008,777 Top 32% higher than 68% 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

Lloyd Companies 401(k) 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. Lloyd Companies 401(k) Plan and Trust sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lloyd Companies 401(k) Plan and Trust reported net income rose from -$58K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lloyd Companies 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lloyd Companies 401(k) Plan and Trust reported participants rose from 253 in the plan year 2022 filing to 321 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832634703 · Lloyd Companies, Inc. PY 2023 · 401(k)

Lloyd Companies 401(k) Plan and Trust · $16M · 321 · 68th

  • ASSETS $16M
  • PCT 321
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Haberfeld Holdings, Inc. 401(k)/Profit Sharing Plan
  • IND ind #3952

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 Real Estate retirement plans → · Plans in South Dakota →

Lloyd Companies 401(k) Plan and Trust in the asset neighbourhood

Lloyd Companies 401(k) Plan and TrustLloyd Companies 401(k) Plan …$16MHaberfeld Holdings, Inc. 401(k)/Profit Sharing PlanHaberfeld Holdings, Inc. 401…$16MStairways 403(b) Plan$16MSamba Holdings, Inc. 401(k) PlanSamba Holdings, Inc. 401(k) …$16MTruhearing 401(k) Plan$16M
End-of-year total assets ($M) among Lloyd Companies 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lloyd Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lloyd Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 76.25174941828939% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.2M $19.7M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 253 $11M
2023 1 321 $16M
2024 1 375 $20M

Lloyd Companies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN832634703
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Lloyd Companies 401(k) Plan and Trust vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Lloyd Companies 401(k) Plan and Trust, Total assets ($M): 16.008777 · Participants: 321Lloyd Companies 401(k) Plan and TrustBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Lloyd Companies 401(k) Plan and Trust vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Lloyd Companies 401(k) Plan and Trust side-by-side with 3 peers →

Lloyd Companies 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Haberfeld Holdings, Inc. 401(k)/Profit Sharing Plan in NE ($16M); by covered participants it is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Lloyd Companies 401(k) Plan and Trust assets move in 2023? ▼
Lloyd Companies 401(k) Plan and Trust surged - up 43.0% during 2023, from $11M to $16M. Reported net income was $5M.
How have Lloyd Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd Companies, Inc.'s sponsor-wide assets grew 76.3%, from $11M to $20M.
Which 401(k) plans are similar in size to Lloyd Companies 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Haberfeld Holdings, Inc. 401(k)/Profit Sharing Plan in NE ($16M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd Companies 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sun City Summerlin Community Association, Inc. 401(k) Plan in NV (321 participants, $4M 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 832634703.

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.