401(k) · DOL Form 5500 · 2023

The Lubrizol Corporation 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
4,289
Participants Above avg headcount
99th
Percentile by assets National rank
$316,683
Avg per participant High balance/head
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Official DOL plan name: The Lubrizol Corporation Employees Profit Sharing and Savings Plan · Sponsored by The Lubrizol Corporation · Ohio · Manufacturing

$1.4B in assets, 4,289 participants

The Lubrizol Corporation's The Lubrizol Corporation Employees Profit Sharing and Savings Plan reported $1.4B in total assets and 4,289 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,366 in Manufacturing (18,722 peers)

Coverage in Ohio

The Lubrizol Corporation Employees Profit Sharing and Savings Plan covers 4,289 participants in Ohio, 5.6x the typical Ohio plan (state average ~765 per filing). Assets: $1.4B.

#18,366
in Manufacturing (18,722 peers)
+7.3%
assets growth YoY
14×
vs typical plan assets (national mean)

The Lubrizol Corporation Employees Profit Sharing and Savings Plan's outsized position by total assets

The Lubrizol Corporation Employees Profit Sharing and Savings Plan vs every filed plan by assets

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

$1,358,252,824 Top 1% higher than 99% 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 Lubrizol Corporation Employees Profit Sharing and Savings 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. The Lubrizol Corporation Employees Profit Sharing and Savings Plan lands in the large band (4,289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lubrizol Corporation Employees Profit Sharing and Savings Plan reported net income rose from -$349M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • The Lubrizol Corporation Employees Profit Sharing and Savings Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
  • The Lubrizol Corporation Employees Profit Sharing and Savings Plan reported participants fell from 4,387 in the plan year 2022 filing to 4,289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340367600 · The Lubrizol Corporation PY 2023 · 401(k)

The Lubrizol Corporation Employees Profit Sharing and Savings Plan · $1.4B · 4,289 · 99th

  • BOOK $1.4B
  • BOOK 4,289
  • BOOK 99th
  • BOOK 401(k)
  • BOOK near Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan
  • BOOK ind #18366

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 Manufacturing retirement plans → · Plans in Ohio →

The Lubrizol Corporation Employees Profit Sharing and Savings Plan in the asset neighbourhood

The Lubrizol Corporation Employees Profit Sharing and Savings PlanThe Lubrizol Corporation Emp…$1.4BHorizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment PlanHorizon Blue Cross Blue Shie…$1.4BCdm Smith Inc. Capital Accumulation PlanCdm Smith Inc. Capital Accum…$1.4BCommercial Metals Companies Retirement PlanCommercial Metals Companies …$1.4BVulcan 401(k) Plan$1.4B
End-of-year total assets ($B) among The Lubrizol Corporation Employees Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$93M
Employer EIN340367600
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lubrizol Corporation)

Sponsor-wide plan assets over time

All The Lubrizol Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 16.469929341137078% vs 2022
2024 filing year
$1.2B$1.3B$1.4B$1.5B 202220232024 $1.27B $1.47B ▲ +15.7%
Year Plans Participants Total Assets
2022 1 4,387 $1.3B
2023 1 4,289 $1.4B
2024 1 4,083 $1.5B

Nearby 401(k) Plans in Ohio

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

The Lubrizol Corporation Employees Profit Sharing and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0510152025 Total assets ($B) Participants The Lubrizol Corporation Employees Profit Sharing and Savings Plan, Total assets ($B): 1.358252824 · Participants: 4289The Lubrizol Corporation Employees Profit Sharing and Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Lubrizol Corporation Employees Profit Sharing and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

The Lubrizol Corporation Employees Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan in NJ ($1.4B); by covered participants it is Atlassian 401(k) Plan in CA (4,289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,289 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 Lubrizol Corporation Employees Profit Sharing and Savings Plan assets move in 2023? ▼
The Lubrizol Corporation Employees Profit Sharing and Savings Plan grew at a solid clip - up 7.3% during 2023, from $1.3B to $1.4B. Reported net income was $93M.
How have The Lubrizol Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lubrizol Corporation's sponsor-wide assets grew 16.5%, from $1.3B to $1.5B.
Where does The Lubrizol Corporation Employees Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
The Lubrizol Corporation Employees Profit Sharing and Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Lubrizol Corporation Employees Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horizon Blue Cross Blue Shield of New Jersey Employees Savings and Investment Plan in NJ ($1.4B, 5,102 participants).
Which 401(k) plans cover a similar participant headcount to The Lubrizol Corporation Employees Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlassian 401(k) Plan in CA (4,289 participants, $536M in assets).