401(k) · DOL Form 5500 · 2023

Lerch Bates Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
335
Participants Below avg headcount
86th
Percentile by assets National rank
$155,722
Avg per participant Above avg balance/head
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Official DOL plan name: Lerch Bates 401(k) Retirement Plan · Sponsored by Lerch Bates Inc. · Colorado · Professional & Technical Services

$52M in assets, 335 participants

Lerch Bates Inc.'s Lerch Bates 401(k) Retirement Plan reported $52M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,678 in Professional & Technical Services (20,321 peers)

Where Lerch Bates 401(k) Retirement Plan sits by assets

Lerch Bates 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 335 participants (~$155,722/participant), up 20.9% in 2023.

#17,678
in Professional & Technical Services (20,321 peers)
+20.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lerch Bates 401(k) Retirement Plan's outsized position by total assets

Lerch Bates 401(k) Retirement Plan vs every filed plan by assets

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

$52,166,860 Top 14% higher than 86% 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

Lerch Bates 401(k) Retirement 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. Lerch Bates 401(k) Retirement Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lerch Bates 401(k) Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lerch Bates 401(k) Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Lerch Bates 401(k) Retirement Plan reported participants rose from 303 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 362285171 · Lerch Bates Inc. PY 2023 · 401(k)

Lerch Bates 401(k) Retirement Plan · $52M · 335 · 86th

  • IND $52M
  • EOY 335
  • 5500 86th
  • ASSETS 401(k)
  • PCT near Kp LLC 401(k) Savings & Retirement Plan
  • EIN ind #17678

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Lerch Bates 401(k) Retirement Plan in the asset neighbourhood

Boland Enterprises Profit Sharing 401(k) Plan - BtsBoland Enterprises Profit Sh…$52MRuffalo Noel Levitz 401(k) PlanRuffalo Noel Levitz 401(k) P…$52MLerch Bates 401(k) Retirement PlanLerch Bates 401(k) Retiremen…$52MKp LLC 401(k) Savings & Retirement PlanKp LLC 401(k) Savings & Reti…$52MLsb Industries, Inc. 401(k) PlanLsb Industries, Inc. 401(k) …$52M
End-of-year total assets ($M) among Lerch Bates 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$52M
Net Income$9M
Employer EIN362285171
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerch Bates Inc.)

Sponsor-wide plan assets over time

All Lerch Bates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$122M 38.163514377320375% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.5M $122M ▲ +38.2%
Year Plans Participants Total Assets
2022 2 593 $88M
2023 2 686 $109M
2024 2 668 $122M

Nearby 401(k) Plans in Colorado

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

Lerch Bates 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Lerch Bates 401(k) Retirement Plan, Total assets ($B): 0.05216686 · Participants: 335Lerch Bates 401(k) Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Lerch Bates 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Lerch Bates 401(k) Retirement Plan side-by-side with 3 peers →

Lerch Bates 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Kp LLC 401(k) Savings & Retirement Plan in CA ($52M); by covered participants it is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Lerch Bates 401(k) Retirement Plan assets move in 2023? ▼
Lerch Bates 401(k) Retirement Plan grew sharply - up 20.9% during 2023, from $43M to $52M. Reported net income was $9M.
How have Lerch Bates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerch Bates Inc.'s sponsor-wide assets grew 38.2%, from $88M to $122M.
Where does Lerch Bates 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lerch Bates 401(k) Retirement Plan ranks in the 86th 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 Lerch Bates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kp LLC 401(k) Savings & Retirement Plan in CA ($52M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Lerch Bates 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants, $79K 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 362285171.

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.