401(k) · DOL Form 5500 · 2023
Lts Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $61,027
- Avg per participant Low balance/head
Official DOL plan name: Lts Group, Inc. 401(k) Plan · Sponsored by Lts Group, Inc. · New Jersey · Wholesale Trade
$9M in assets, 147 participants
Lts Group, Inc.'s Lts Group, Inc. 401(k) Plan reported $9M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #2,994 in Wholesale Trade (6,309 peers)
Coverage in New Jersey
Lts Group, Inc. 401(k) Plan covers 147 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.
- #2,994
- in Wholesale Trade (6,309 peers)
- +31.1%
- assets growth YoY
Lts Group, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Lts Group, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,970,930 Top 44% higher than 56% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lts Group, Inc. 401(k) 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. Lts Group, Inc. 401(k) Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lts Group, Inc. 401(k) Plan reported net income rose from -$295K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lts Group, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Lts Group, Inc. 401(k) Plan reported participants rose from 131 in the plan year 2022 filing to 147 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 832449492 · Lts Group, Inc. PY 2023 · 401(k)
Lts Group, Inc. 401(k) Plan · $9M · 147 · 56th
- ASSETS $9M
- ASSETS 147
- ASSETS 56th
- ASSETS 401(k)
- ASSETS near Dynamis, Inc. 401(k) Plan
- ASSETS ind #2994
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 Wholesale Trade retirement plans → · Plans in New Jersey →
Lts Group, Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 832449492 |
| Plan Effective Date | 2019-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lts Group, Inc.)
Sponsor-wide plan assets over time
All Lts Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 47.21155637171652% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $7M |
| 2023 | 1 | 147 | $9M |
| 2024 | 1 | 168 | $10M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Lts Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Dynamis, Inc. 401(k) Plan in VA ($9M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.