401(k) · DOL Form 5500 · 2023

L.K.L. Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
220
Participants Below avg headcount
48th
Percentile by assets National rank
$27,364
Avg per participant Low balance/head
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Official DOL plan name: L.K.L. Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by L.K.L. Associates, Inc. · Utah · Retail Trade

$6M in assets, 220 participants

L.K.L. Associates, Inc.'s L.K.L. Associates, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #4,904 in Retail Trade (8,414 peers)

Coverage in Utah

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan covers 220 participants in Utah, about 37% of the average Utah filer (state average ~592 per filing). Assets: $6M.

#4,904
in Retail Trade (8,414 peers)
+27.2%
assets growth YoY

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,019,975 48th percentile higher than 48% 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

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L.K.L. Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L.K.L. Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$193K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • L.K.L. Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • L.K.L. Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 210 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870477256 · L.K.L. Associates, Inc. PY 2023 · 401(k)

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan · $6M · 220 · 48th

  • NET $6M
  • NET 220
  • NET 48th
  • NET 401(k)
  • NET near Volk Enterprises, Inc./Safety Today 401(k) Plan and Trust
  • NET ind #4904

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 Retail Trade retirement plans → · Plans in Utah →

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

L.K.L. Associates, Inc. 401(k) Profit Sharing PlanL.K.L. Associates, Inc. 401(…$6MVolk Enterprises, Inc./Safety Today 401(k) Plan and TrustVolk Enterprises, Inc./Safet…$6MJoseph's Gourmet Pasta Company 401(k) PlanJoseph's Gourmet Pasta Compa…$6MAdi Management, Inc. 401(k)/Profit Sharing PlanAdi Management, Inc. 401(k)/…$6MJones-Hamilton Co. 401(k) PlanJones-Hamilton Co. 401(k) Pl…$6M
End-of-year total assets ($M) among L.K.L. Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN870477256
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L.K.L. Associates, Inc.)

Sponsor-wide plan assets over time

All L.K.L. Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 53.953269555202255% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.73M $7.29M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 210 $5M
2023 1 220 $6M
2024 1 212 $7M

Nearby 401(k) Plans in Utah

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

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants L.K.L. Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006019975 · Participants: 220L.K.L. Associates, Inc. 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare L.K.L. Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

L.K.L. Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Volk Enterprises, Inc./Safety Today 401(k) Plan and Trust in CA ($6M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 L.K.L. Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have L.K.L. Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L.K.L. Associates, Inc.'s sponsor-wide assets grew 54.0%, from $5M to $7M.
Which 401(k) plans are similar in size to L.K.L. Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Volk Enterprises, Inc./Safety Today 401(k) Plan and Trust in CA ($6M, 69 participants).
Which 401(k) plans cover a similar participant headcount to L.K.L. Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 870477256.

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.