401(k) · DOL Form 5500 · 2023

Lyles Diversified, Inc. 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
201
Participants Below avg headcount
91st
Percentile by assets National rank
$498,847
Avg per participant High balance/head
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Official DOL plan name: The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · Sponsored by Lyles Diversified, Inc. · California · Construction

$100M in assets, 201 participants

Lyles Diversified, Inc.'s The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported $100M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,089 in Construction (9,030 peers)

Coverage in California

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $100M.

#8,089
in Construction (9,030 peers)
+13.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's outsized position by total assets

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$100,268,288 Top 9% higher than 91% 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

The Lyles Group 401(k) Employee Stock Ownership 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. The Lyles Group 401(k) Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Lyles Group 401(k) Employee Stock Ownership Plan and Trust end-of-year assets rose from $88M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported participants fell from 207 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941050189 · Lyles Diversified, Inc. PY 2023 · 401(k)

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · $100M · 201 · 91st

  • ASSETS $100M
  • ASSETS 201
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Universal Weather and Aviation, LLC 401(k) Plan
  • ASSETS ind #8089

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 Construction retirement plans → · Plans in California →

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust in the asset neighbourhood

Baker Newman & Noyes, LLC 401(k) Profit Sharing PlanBaker Newman & Noyes, LLC 40…$100MJaguar Land Rover 401(k) Retirement Savings PlanJaguar Land Rover 401(k) Ret…$100MSunflower Bank, N.a. Wealth Savings PlanSunflower Bank, N.a. Wealth …$100MThe Lyles Group 401(k) Employee Stock Ownership Plan and TrustThe Lyles Group 401(k) Emplo…$100MUniversal Weather and Aviation, LLC 401(k) PlanUniversal Weather and Aviati…$100M
End-of-year total assets ($M) among The Lyles Group 401(k) Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$100M
Net Income$12M
Employer EIN941050189
Plan Effective Date1963-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyles Diversified, Inc.)

Sponsor-wide plan assets over time

All Lyles Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 25.880493476054433% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.2M $111M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 207 $88M
2023 1 201 $100M
2024 1 283 $111M

Nearby 401(k) Plans in California

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

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Lyles Group 401(k) Employee Stock Ownership Plan and Trust, Total assets ($B): 0.100268288 · Participants: 201The Lyles Group 401(k) Employee Stock Ownership Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Lyles Group 401(k) Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Universal Weather and Aviation, LLC 401(k) Plan in TX ($100M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 The Lyles Group 401(k) Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust grew at a solid clip - up 13.7% during 2023, from $88M to $100M. Reported net income was $12M.
How have Lyles Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyles Diversified, Inc.'s sponsor-wide assets grew 25.9%, from $88M to $111M.
Where does The Lyles Group 401(k) Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust ranks in the 91st 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 The Lyles Group 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Universal Weather and Aviation, LLC 401(k) Plan in TX ($100M, 885 participants).
Which 401(k) plans cover a similar participant headcount to The Lyles Group 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A 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 941050189.

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.