401(k) · DOL Form 5500 · 2023

Lyons & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
3,834
Participants Above avg headcount
89th
Percentile by assets National rank
$18,756
Avg per participant Low balance/head
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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.

  • #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.

#18,294
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lyons & Company, Inc. Multiple Employer Plan's outsized position by total assets

Lyons & Company, Inc. Multiple Employer Plan vs every filed plan by assets

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

$71,909,870 Top 11% higher than 89% 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

Lyons & Company, Inc. Multiple Employer 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. Lyons & Company, Inc. Multiple Employer Plan lands in the large band (3,834 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204033514 · Lyons & Company, Inc. PY 2023 · 401(k)

Lyons & Company, Inc. Multiple Employer Plan · $72M · 3,834 · 89th

  • NET $72M
  • BOOK 3,834
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Savista 401(k) Plan
  • EBSA ind #18294

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 Alabama →

Lyons & Company, Inc. Multiple Employer Plan in the asset neighbourhood

Tuv Sud America, Inc. 401(k) Savings PlanTuv Sud America, Inc. 401(k)…$72MTerrapower, LLC 401(k) Plan$72MLyons & Company, Inc. Multiple Employer PlanLyons & Company, Inc. Multip…$72MSavista 401(k) Plan$72MJ-Berd Mechanical Contractors, Inc. 401(k) PlanJ-Berd Mechanical Contractor…$72M
End-of-year total assets ($M) among Lyons & Company, Inc. Multiple Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$72M
Net Income$15M
Employer EIN204033514
Plan Effective Date2008-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyons & Company, Inc.)

Sponsor-wide plan assets over time

All Lyons & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 33.2502888511582% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60M $79.9M ▲ +33.2%
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 Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lyons & Company, Inc. Multiple Employer Plan, Total assets ($B): 0.07190987 · Participants: 3834Lyons & Company, Inc. Multiple Employer 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
Lyons & Company, Inc. Multiple Employer Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lyons & Company, Inc. Multiple Employer Plan side-by-side with 3 peers →

Lyons & Company, Inc. Multiple Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Savista 401(k) Plan in GA ($72M); by covered participants it is Qualtrics 401(k) Plan in UT (3,834 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,834 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 Lyons & Company, Inc. Multiple Employer Plan assets move in 2023? ▼
Lyons & Company, Inc. Multiple Employer Plan grew sharply - up 19.9% during 2023, from $60M to $72M. Reported net income was $15M.
How have Lyons & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyons & Company, Inc.'s sponsor-wide assets grew 33.3%, from $60M to $80M.
Where does Lyons & Company, Inc. Multiple Employer Plan rank by assets among Form 5500 filers? ▼
Lyons & Company, Inc. Multiple Employer Plan ranks in the 89th 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 Lyons & Company, Inc. Multiple Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savista 401(k) Plan in GA ($72M, 1,530 participants).
Which 401(k) plans cover a similar participant headcount to Lyons & Company, Inc. Multiple Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Qualtrics 401(k) Plan in UT (3,834 participants, $361M 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 204033514.

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.