401(k) · DOL Form 5500 · 2023

Ly Brothers Corporation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 433
Participants Below avg headcount: 62nd
Percentile by assets National rank: $27,620
Avg per participant Low balance/head

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Official DOL plan name: Sugar Bowl Bakery 401(k) Plan · Sponsored by Ly Brothers Corporation · California · Retail Trade

$12M in assets, 433 participants

Ly Brothers Corporation's Sugar Bowl Bakery 401(k) Plan reported $12M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#6,171 in Retail Trade (8,414 peers)

Ly Brothers Corporation multi-year trail

Ly Brothers Corporation's plans moved +66.1% in assets from 2022 to 2024; this filing shows Sugar Bowl Bakery 401(k) Plan at $12M / 433 participants.

#6,171
in Retail Trade (8,414 peers): +32.2%
assets growth YoY

Sugar Bowl Bakery 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sugar Bowl Bakery 401(k) Plan vs every filed plan by assets

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

$11,959,531 Top 38% higher than 62% 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

Sugar Bowl Bakery 401(k) 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. Sugar Bowl Bakery 401(k) Plan sits mid-pack in the medium band (433 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sugar Bowl Bakery 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Sugar Bowl Bakery 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943170390 · Ly Brothers Corporation PY 2023 · 401(k)

Sugar Bowl Bakery 401(k) Plan · $12M · 433 · 62nd

EIN $12M
RANK 433
PHOTO 62nd
IND 401(k)
EOY near Hub Parking Technology USA, Inc. 401(k) Profit Sharing Plan
5500 ind #6171

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 →

End-of-year total assets ($M) among Sugar Bowl Bakery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ly Brothers Corporation multi-year asset trail

Latest sponsor-wide plan assets: $15M 66.10706119329556% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	435	$9M
2023	1	433	$12M
2024	1	477	$15M

Ly Brothers Corporation filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	943170390
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Sugar Bowl Bakery 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Sugar Bowl Bakery 401(k) Plan side-by-side with 3 peers →

Sugar Bowl Bakery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hub Parking Technology USA, Inc. 401(k) Profit Sharing Plan in PA ($12M); by covered participants it is Noah 403(b) Plan in AZ (433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Hub Parking Technology USA, Inc. 401(k) Profit Sharing Plan (PA) $12M · 123
Suspa, Incorporated 401(k) Salary Reduction Plan and Trust (MI) $12M · 142
Davis Tool, Inc. Profit Sharing Plan and Trust (OR) $12M · 134
National Galvanizing, L.P. Profit Sharing and Savings Plan (MI) $12M · 108

Similar participant headcount

Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.

Noah 403(b) Plan (AZ) 433 · 0 off
Family Center of Harrisonville 401(k) Profit Sharing Plan (MO) 433 · 0 off
Hutton Real Estate Services, Inc. 401(k) Profit Sharing Plan (TN) 433 · 0 off
Ifco Systems US 401(k) Plan (FL) 433 · 0 off

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 Sugar Bowl Bakery 401(k) Plan assets move in 2023? ▼

Sugar Bowl Bakery 401(k) Plan surged - up 32.2% during 2023, from $9M to $12M. Reported net income was $3M.

How have Ly Brothers Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ly Brothers Corporation's sponsor-wide assets grew 66.1%, from $9M to $15M.

Which 401(k) plans are similar in size to Sugar Bowl Bakery 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hub Parking Technology USA, Inc. 401(k) Profit Sharing Plan in PA ($12M, 123 participants).

Which 401(k) plans cover a similar participant headcount to Sugar Bowl Bakery 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Noah 403(b) Plan in AZ (433 participants, $12M 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 943170390.