401(k) · DOL Form 5500 · 2023

Kruggel, Lawton & Co., LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
109
Participants Small participant base
73rd
Percentile by assets National rank
$189,386
Avg per participant Above avg balance/head
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Official DOL plan name: Kruggel, Lawton & Co. Employees' Benefit Plan · Sponsored by Kruggel, Lawton & Co., LLC · Indiana · Professional & Technical Services

$21M in assets, 109 participants

Kruggel, Lawton & Co., LLC's Kruggel, Lawton & Co. Employees' Benefit Plan reported $21M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,864 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Kruggel, Lawton & Co. Employees' Benefit Plan covers 109 participants in Indiana, about 20% of the average Indiana filer (state average ~541 per filing). Assets: $21M.

#14,864
in Professional & Technical Services (20,321 peers)
+21.0%
assets growth YoY

Kruggel, Lawton & Co. Employees' Benefit Plan's outsized position by total assets

Kruggel, Lawton & Co. Employees' Benefit Plan vs every filed plan by assets

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

$20,643,111 Top 27% higher than 73% 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

Kruggel, Lawton & Co. Employees' Benefit 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. Kruggel, Lawton & Co. Employees' Benefit Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kruggel, Lawton & Co. Employees' Benefit Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kruggel, Lawton & Co. Employees' Benefit Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Kruggel, Lawton & Co. Employees' Benefit Plan reported participants rose from 99 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351307701 · Kruggel, Lawton & Co., LLC PY 2023 · 401(k)

Kruggel, Lawton & Co. Employees' Benefit Plan · $21M · 109 · 73rd

  • BOY $21M
  • BOY 109
  • BOY 73rd
  • BOY 401(k)
  • BOY near Riverview Healthcare Association Employees' Pension Plan
  • BOY ind #14864

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 Indiana →

Kruggel, Lawton & Co. Employees' Benefit Plan in the asset neighbourhood

Kruggel, Lawton & Co. Employees' Benefit PlanKruggel, Lawton & Co. Employ…$21MRiverview Healthcare Association Employees' Pension PlanRiverview Healthcare Associa…$21MBlume Global, Inc. 401(k) PlanBlume Global, Inc. 401(k) Pl…$21MAuro Pr Inc. Profit Sharing Employee Savings PlanAuro Pr Inc. Profit Sharing …$21MBenjamin Steel Company, Inc. Profit Sharing Plan/401(k)Benjamin Steel Company, Inc.…$21M
End-of-year total assets ($M) among Kruggel, Lawton & Co. Employees' Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN351307701
Plan Effective Date1982-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Kruggel, Lawton & Co., LLC)

Sponsor-wide plan assets over time

All Kruggel, Lawton & Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 15.754164808321697% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.1M $19.7M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 99 $17M
2023 1 109 $21M
2024 1 119 $20M

Nearby 401(k) Plans in Indiana

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

Kruggel, Lawton & Co. Employees' Benefit Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Kruggel, Lawton & Co. Employees' Benefit Plan, Total assets ($B): 0.020643111 · Participants: 109Kruggel, Lawton & Co. Employees' Benefit PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Kruggel, Lawton & Co. Employees' Benefit Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Kruggel, Lawton & Co. Employees' Benefit Plan side-by-side with 3 peers →

Kruggel, Lawton & Co. Employees' Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Riverview Healthcare Association Employees' Pension Plan in MN ($21M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Kruggel, Lawton & Co. Employees' Benefit Plan assets move in 2023? ▼
Kruggel, Lawton & Co. Employees' Benefit Plan grew sharply - up 21.0% during 2023, from $17M to $21M. Reported net income was $4M.
How have Kruggel, Lawton & Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kruggel, Lawton & Co., LLC's sponsor-wide assets grew 15.8%, from $17M to $20M.
Which 401(k) plans are similar in size to Kruggel, Lawton & Co. Employees' Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Riverview Healthcare Association Employees' Pension Plan in MN ($21M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Kruggel, Lawton & Co. Employees' Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 351307701.

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.