401(k) · DOL Form 5500 · 2023

Lobar Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
182
Participants Below avg headcount
62nd
Percentile by assets National rank
$64,350
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lobar Associates, Inc. Retirement Plan · Sponsored by Lobar Associates, Inc. · Pennsylvania · Construction

$12M in assets, 182 participants

Lobar Associates, Inc.'s Lobar Associates, Inc. Retirement Plan reported $12M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,473 in Construction (9,030 peers)

Coverage in Pennsylvania

Lobar Associates, Inc. Retirement Plan covers 182 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#5,473
in Construction (9,030 peers)
+25.5%
assets growth YoY

Lobar Associates, Inc. Retirement Plan's mid-pack asset rank among Construction and all filers

Lobar Associates, Inc. Retirement Plan vs every filed plan by assets

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

$11,711,681 Top 38% higher than 62% 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

Lobar Associates, Inc. Retirement 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. Lobar Associates, Inc. Retirement Plan sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lobar Associates, Inc. Retirement Plan reported net income rose from -$937K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lobar Associates, Inc. Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lobar Associates, Inc. Retirement Plan reported participants fell from 190 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232450611 · Lobar Associates, Inc. PY 2023 · 401(k)

Lobar Associates, Inc. Retirement Plan · $12M · 182 · 62nd

  • PART $12M
  • TYPE 182
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Pts Group Savings Plan
  • BOY ind #5473

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 Construction retirement plans → · Plans in Pennsylvania →

Lobar Associates, Inc. Retirement Plan in the asset neighbourhood

Lobar Associates, Inc. Retirement PlanLobar Associates, Inc. Retir…$12MPts Group Savings Plan$12MLeafly, LLC Retirement Plan$12MAia Holdings, Inc. 401(k) Profit Sharing PlanAia Holdings, Inc. 401(k) Pr…$12MEcr Software Corporation 401(k) Psp and TrustEcr Software Corporation 401…$12M
End-of-year total assets ($M) among Lobar Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN232450611
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lobar Associates, Inc.)

Sponsor-wide plan assets over time

All Lobar Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.265832651457576% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.33M $11.8M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 190 $9M
2023 1 182 $12M
2024 1 201 $12M

Nearby 401(k) Plans in Pennsylvania

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

Lobar Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Lobar Associates, Inc. Retirement Plan, Total assets ($B): 0.011711681 · Participants: 182Lobar Associates, Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Lobar Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Lobar Associates, Inc. Retirement Plan side-by-side with 3 peers →

Lobar Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Pts Group Savings Plan in IN ($12M); by covered participants it is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Lobar Associates, Inc. Retirement Plan assets move in 2023? ▼
Lobar Associates, Inc. Retirement Plan grew sharply - up 25.5% during 2023, from $9M to $12M. Reported net income was $2M.
How have Lobar Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lobar Associates, Inc.'s sponsor-wide assets grew 26.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Lobar Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pts Group Savings Plan in IN ($12M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Lobar Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Broadmoor Management Company 401(k) Profit Sharing Plan in NE (182 participants, N/A 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 232450611.

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.