401(k) · DOL Form 5500 · 2023
Lowe Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $188M
- Total assets Near avg plan size
- 2,581
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $72,700
- Avg per participant Below avg balance/head
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.
- #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.
- #4,667
- in Real Estate (4,727 peers)
- +16.6%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's outsized position by total assets
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$187,637,737 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan lands in the large band (2,581 participants).
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.
EBSA filing schedule strip
Filing strip 953738683 · Lowe Enterprises, Inc. PY 2023 · 401(k)
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan · $188M · 2,581 · 94th
- EBSA $188M
- EBSA 2,581
- EBSA 94th
- EBSA 401(k)
- EBSA near Inter American University of Pr Defined Contribution Retirement Plan
- EBSA ind #4667
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 California →
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | $27M |
| Employer EIN | 953738683 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lowe Enterprises, Inc.)
Sponsor-wide plan assets over time
All Lowe Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $218M 35.27339765810653% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Inter American University of Pr Defined Contribution Retirement Plan in PR ($188M); by covered participants it is Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan in MN (2,581 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188M here).
- Inter American University of Pr Defined Contribution Retirement Plan (PR) $188M · 1,601
- Moda Partners, Inc. Employee Retirement Plan (OR) $188M · 1,294
- Primient Salaried Comprehensive Retirement Plan (IL) $188M · 1,061
- Marathon Cheese Employee's 401(k) Retirement Plan (WI) $188M · 2,165
Similar participant headcount
Nearest other-state filings by covered participants (2,581 participants); asset peers above are excluded.
- Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan (MN) 2,581 · 0 off
- Nana Regional Corporation, Inc. Compensation Deferral Plan (AK) 2,581 · 0 off
- Lsegh, Inc. 401(k) Plan (NY) 2,581 · 0 off
- Cambium Learning Profit Sharing Retirement Plan (TX) 2,582 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.