401(k) · DOL Form 5500 · 2023
Lyons & Company, Inc. 401(k) Plan
Data updated 2026-08-11
- $72M
- Total assets
- 3,834
- Participants
- 89th
- Percentile by assets
- $18,756
- Avg per participant
Official DOL plan name: Lyons & Company, Inc. Multiple Employer Plan · Sponsored by Lyons & Company, Inc. · Alabama · Professional & Technical Services
$72M in assets, 3,834 participants
Lyons & Company, Inc.'s Lyons & Company, Inc. Multiple Employer Plan reported $72M in total assets and 3,834 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #18,294 in Professional & Technical Services (20,321 peers)
Coverage in Alabama
Lyons & Company, Inc. Multiple Employer Plan covers 3,834 participants in Alabama, 11x the typical Alabama plan (state average ~360 per filing). Assets: $72M.
- $72M
- total plan assets (2023 EOY)
- 3,834
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $18,756
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lyons & Company, Inc. Multiple Employer Plan reported net income rose from -$3M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Lyons & Company, Inc. Multiple Employer Plan end-of-year assets rose from $60M in the plan year 2022 filing to $72M in the plan year 2023 filing.
- Lyons & Company, Inc. Multiple Employer Plan reported participants fell from 4,086 in the plan year 2022 filing to 3,834 in the plan year 2023 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. Lyons & Company, Inc. Multiple Employer Plan reports 3,834 participants - 11x that state average ($72M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $15M |
| Employer EIN | 204033514 |
| Plan Effective Date | 2008-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lyons & Company, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,337 | $60M |
| 2023 | 1 | 3,834 | $72M |
| 2024 | 1 | 4,637 | $80M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lyons & Company, Inc. Multiple Employer Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lyons & Company, Inc. Multiple Employer Plan by total assets, not by location.
- Savista 401(k) Plan (GA) $72M · 1,530
- Tuv Sud America, Inc. 401(k) Savings Plan (MA) $72M · 541
- Terrapower, LLC 401(k) Plan (WA) $72M · 406
- J-Berd Mechanical Contractors, Inc. 401(k) Plan (MN) $72M · 647
Frequently Asked Questions
How did Lyons & Company, Inc. Multiple Employer Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Lyons & Company, Inc. Multiple Employer Plan's numbers.
- By total assets, Lyons & Company, Inc. Multiple Employer Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- Lyons & Company, Inc.'s sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans