401(k) · DOL Form 5500 · 2023

Institute for Lean Systems, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
41st
Percentile by assets National rank
$610,261
Avg per participant High balance/head
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Official DOL plan name: Institute for Lean Systems, LLC 401(k) Plan · Sponsored by Institute for Lean Systems, LLC · Kentucky · Professional & Technical Services

$4M in assets, 7 participants

Institute for Lean Systems, LLC's Institute for Lean Systems, LLC 401(k) Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,909 in Professional & Technical Services (20,321 peers)

Institute for Lean Systems, LLC multi-year trail

Institute for Lean Systems, LLC's plans moved +64.1% in assets from 2022 to 2024; this filing shows Institute for Lean Systems, LLC 401(k) Plan at $4M / 7 participants.

#7,909
in Professional & Technical Services (20,321 peers)
+35.7%
assets growth YoY

Institute for Lean Systems, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Institute for Lean Systems, LLC 401(k) Plan vs every filed plan by assets

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

$4,271,830 41st percentile higher than 41% 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

Institute for Lean Systems, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institute for Lean Systems, LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Institute for Lean Systems, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Institute for Lean Systems, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 205140638 · Institute for Lean Systems, LLC PY 2023 · 401(k)

Institute for Lean Systems, LLC 401(k) Plan · $4M · 7 · 41st

  • VS-ST $4M
  • BOY 7
  • SCH 41st
  • EBSA 401(k)
  • PART near Vista Pacifica Enterprises, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7909

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Institute for Lean Systems, LLC 401(k) Plan in the asset neighbourhood

Institute for Lean Systems, LLC 401(k) PlanInstitute for Lean Systems, …$4MVista Pacifica Enterprises, Inc. 401(k) Profit Sharing PlanVista Pacifica Enterprises, …$4MHome Ranch Office LLC Profit Sharing PlanHome Ranch Office LLC Profit…$4MMiba Sinter USA Hourly 401(k)$4MHarold Reese Custom Jewelry, Inc. Employees' 401(k) PlanHarold Reese Custom Jewelry,…$4M
End-of-year total assets ($M) among Institute for Lean Systems, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Institute for Lean Systems, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Institute for Lean Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 64.085492474046% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.15M $5.17M ▲ +64.1%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $4M
2024 1 7 $5M

Institute for Lean Systems, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN205140638
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Institute for Lean Systems, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Institute for Lean Systems, LLC 401(k) Plan, Total assets ($B): 0.00427183 · Participants: 7Institute for Lean Systems, LLC 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Institute for Lean Systems, LLC 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Institute for Lean Systems, LLC 401(k) Plan side-by-side with 3 peers →

Institute for Lean Systems, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Vista Pacifica Enterprises, Inc. 401(k) Profit Sharing Plan in CA ($4M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Institute for Lean Systems, LLC 401(k) Plan assets move in 2023? ▼
Institute for Lean Systems, LLC 401(k) Plan surged - up 35.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Institute for Lean Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institute for Lean Systems, LLC's sponsor-wide assets grew 64.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Institute for Lean Systems, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vista Pacifica Enterprises, Inc. 401(k) Profit Sharing Plan in CA ($4M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Institute for Lean Systems, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 205140638.

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.