401(k) · DOL Form 5500 · 2023

Norton Lilly International, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
530
Participants Below avg headcount
82nd
Percentile by assets National rank
$69,735
Avg per participant Below avg balance/head
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Official DOL plan name: Norton Lilly International Retirement Plan · Sponsored by Norton Lilly International, Inc. · Alabama · Transportation & Warehousing

$37M in assets, 530 participants

Norton Lilly International, Inc.'s Norton Lilly International Retirement Plan reported $37M in total assets and 530 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,709 in Transportation & Warehousing (3,362 peers)

Where Norton Lilly International Retirement Plan sits by assets

Norton Lilly International Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 530 participants (~$69,735/participant), up 20.0% in 2023.

#2,709
in Transportation & Warehousing (3,362 peers)
+20.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Norton Lilly International Retirement Plan's outsized position by total assets

Norton Lilly International Retirement Plan vs every filed plan by assets

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

$36,959,579 Top 18% higher than 82% 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

Norton Lilly International 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. Norton Lilly International Retirement Plan sits mid-pack in the medium band (530 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norton Lilly International Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Norton Lilly International Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Norton Lilly International Retirement Plan reported participants rose from 449 in the plan year 2022 filing to 530 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 631222618 · Norton Lilly International, Inc. PY 2023 · 401(k)

Norton Lilly International Retirement Plan · $37M · 530 · 82nd

  • ASSETS $37M
  • ASSETS 530
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Flexfab Horizons International Retirement Savings Plan
  • ASSETS ind #2709

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 Transportation & Warehousing retirement plans → · Plans in Alabama →

Norton Lilly International Retirement Plan in the asset neighbourhood

Norton Lilly International Retirement PlanNorton Lilly International R…$37MFlexfab Horizons International Retirement Savings PlanFlexfab Horizons Internation…$37MIcertis 401(k) Plan$37MAmyx, Inc. 401(k) Plan$37MCalifornia School Employees Association 401(k) PlanCalifornia School Employees …$37M
End-of-year total assets ($M) among Norton Lilly International 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)$31M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN631222618
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Norton Lilly International, Inc.)

Sponsor-wide plan assets over time

All Norton Lilly International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.047486207536537% vs 2022
2023 filing year
$30M$32M$34M$36M$38M 20222023 $30.8M $37M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 449 $31M
2023 1 530 $37M

Nearby 401(k) Plans in Alabama

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

Norton Lilly International Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Norton Lilly International Retirement Plan, Total assets ($B): 0.036959579 · Participants: 530Norton Lilly International Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Norton Lilly International Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Norton Lilly International Retirement Plan side-by-side with 3 peers →

Norton Lilly International Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Flexfab Horizons International Retirement Savings Plan in MI ($37M); by covered participants it is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (530 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 Norton Lilly International Retirement Plan assets move in 2023? ▼
Norton Lilly International Retirement Plan grew sharply - up 20.0% during 2023, from $31M to $37M. Reported net income was $6M.
How have Norton Lilly International, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Norton Lilly International, Inc.'s sponsor-wide assets grew 20.0%, from $31M to $37M.
Where does Norton Lilly International Retirement Plan rank by assets among Form 5500 filers? ▼
Norton Lilly International Retirement Plan ranks in the 82nd 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 Norton Lilly International Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flexfab Horizons International Retirement Savings Plan in MI ($37M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Norton Lilly International Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants, $73M 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 631222618.

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.