401(k) · DOL Form 5500 · 2023

Lisi Holding North America, Inc. 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1,426
Participants Near avg headcount
93rd
Percentile by assets National rank
$90,924
Avg per participant Below avg balance/head
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Official DOL plan name: Lisi Companies 401(k) Plan · Sponsored by Lisi Holding North America, Inc. · California · Manufacturing

$130M in assets, 1,426 participants

Lisi Holding North America, Inc.'s Lisi Companies 401(k) Plan reported $130M in total assets and 1,426 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,665 in Manufacturing (18,722 peers)

Coverage in California

Lisi Companies 401(k) Plan covers 1,426 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $130M.

#16,665
in Manufacturing (18,722 peers)
+15.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Lisi Companies 401(k) Plan's outsized position by total assets

Lisi Companies 401(k) Plan vs every filed plan by assets

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

$129,657,697 Top 7% higher than 93% 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

Lisi Companies 401(k) 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. Lisi Companies 401(k) Plan lands in the large band (1,426 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lisi Companies 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Lisi Companies 401(k) Plan end-of-year assets rose from $112M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Lisi Companies 401(k) Plan reported participants rose from 1,338 in the plan year 2022 filing to 1,426 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952891381 · Lisi Holding North America, Inc. PY 2023 · 401(k)

Lisi Companies 401(k) Plan · $130M · 1,426 · 93rd

  • EBSA $130M
  • EBSA 1,426
  • EBSA 93rd
  • EBSA 401(k)
  • EBSA near Espace Shares Trust
  • EBSA ind #16665

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 California →

Lisi Companies 401(k) Plan in the asset neighbourhood

Espace Shares Trust$130MFacility Solutions Group, Inc. 401(k) PlanFacility Solutions Group, In…$130MLisi Companies 401(k) Plan$130MIsc Group, LLC 401(k) Retirement PlanIsc Group, LLC 401(k) Retire…$130MJamf Software, LLC 401(k) Profit Sharing PlanJamf Software, LLC 401(k) Pr…$130M
End-of-year total assets ($M) among Lisi Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$130M
Net Income$17M
Employer EIN952891381
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lisi Holding North America, Inc.)

Sponsor-wide plan assets over time

All Lisi Holding North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143M 26.94819076729031% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $112M $143M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 1,338 $112M
2023 1 1,426 $130M
2024 1 1,638 $143M

Nearby 401(k) Plans in California

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

Lisi Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lisi Companies 401(k) Plan, Total assets ($B): 0.129657697 · Participants: 1426Lisi Companies 401(k) PlanWells 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
Lisi Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lisi Companies 401(k) Plan side-by-side with 3 peers →

Lisi Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Espace Shares Trust in FL ($130M); by covered participants it is Snap One, LLC 401(k) Plan in UT (1,426 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,426 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 Lisi Companies 401(k) Plan assets move in 2023? ▼
Lisi Companies 401(k) Plan grew sharply - up 15.3% during 2023, from $112M to $130M. Reported net income was $17M.
How have Lisi Holding North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lisi Holding North America, Inc.'s sponsor-wide assets grew 26.9%, from $112M to $143M.
Where does Lisi Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Lisi Companies 401(k) Plan ranks in the 93rd 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 Lisi Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Espace Shares Trust in FL ($130M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lisi Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Snap One, LLC 401(k) Plan in UT (1,426 participants, $92M 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 952891381.

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.