401(k) · DOL Form 5500 · 2023

Lowe Enterprises, Inc. 401(k) Plan

Data updated 2026-08-11

$188M
Total assets
2,581
Participants
94th
Percentile by assets
$72,700
Avg per participant
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Official DOL plan name: Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan · Sponsored by Lowe Enterprises, Inc. · California · Real Estate

$188M in assets, 2,581 participants

Lowe Enterprises, Inc.'s Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reported $188M in total assets and 2,581 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 127,072 plans)
  • #4,667 in Real Estate (4,727 peers)

Coverage in California

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan covers 2,581 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $188M.

$188M
total plan assets (2023 EOY)
2,581
covered participants
94th
percentile by assets (of 127,072 plans)
$72,700
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reported net income rose from -$32M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reported participants rose from 1,891 in the plan year 2022 filing to 2,581 in the plan year 2023 filing.
  • Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan end-of-year assets rose from $161M in the plan year 2022 filing to $188M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Real Estate

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reports 2,581 participants - 4.1x that state average ($188M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$188M
Net Income$27M
Employer EIN953738683
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lowe Enterprises, Inc.)

$140M$160M$180M$200M$220M$240M 202220232024 $161M $218M ▲ +35.3%
Total plan assets by year, all Lowe Enterprises, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,891 $161M
2023 1 2,581 $188M
2024 1 3,523 $218M

Nearby 401(k) Plans in California

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

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lowe Enterprises, In…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lowe Enterprises, Inc. and Coraltree Hos… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan assets move in 2023? ▼
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan grew sharply - up 16.6% during 2023, from $161M to $188M. Reported net income was $27M.
How have Lowe Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowe Enterprises, Inc.'s sponsor-wide assets grew 35.3%, from $161M to $218M.
Where does Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inter American University of Pr Defined Contribution Retirement Plan in PR ($188M, 1,601 participants).

Next read for Lowe Enterprises, Inc. and Coraltree Hos…

Filing takeaways

Ways to act on Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's numbers.

  • By total assets, Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Lowe Enterprises, Inc.'s sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Real Estate plans

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 953738683.

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.