401(k) · DOL Form 5500 · 2023

Lift Solutions Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 117
Participants Small participant base: 55th
Percentile by assets National rank: $71,050
Avg per participant Below avg balance/head

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Official DOL plan name: Lift Solutions Holdings, LLC 401(k) Profit Sharing · Sponsored by Lift Solutions Holdings, LLC · Wisconsin · Manufacturing

$8M in assets, 117 participants

Lift Solutions Holdings, LLC's Lift Solutions Holdings, LLC 401(k) Profit Sharing reported $8M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#7,475 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Lift Solutions Holdings, LLC 401(k) Profit Sharing covers 117 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#7,475
in Manufacturing (18,722 peers): +175.6%
assets growth YoY

Lift Solutions Holdings, LLC 401(k) Profit Sharing's mid-pack asset rank among Manufacturing and all filers

Lift Solutions Holdings, LLC 401(k) Profit Sharing vs every filed plan by assets

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

$8,312,881 Top 45% higher than 55% 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

Lift Solutions Holdings, LLC 401(k) Profit Sharing 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. Lift Solutions Holdings, LLC 401(k) Profit Sharing sits mid-pack in the medium band (117 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 872348206 · Lift Solutions Holdings, LLC PY 2023 · 401(k)

Lift Solutions Holdings, LLC 401(k) Profit Sharing · $8M · 117 · 55th

IND $8M
EOY 117
5500 55th
ASSETS 401(k)
PCT near Pickrel Bros., Inc. Retirement Plan
EIN ind #7475

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Lift Solutions Holdings, LLC 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	872348206
Plan Effective Date	2015-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lift Solutions Holdings, LLC)

Latest sponsor-wide plan assets: $16M 93.28273795811585% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	117	$8M
2024	1	377	$16M

Nearby 401(k) Plans in Wisconsin

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

Lift Solutions Holdings, LLC 401(k) Profit Sharing vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Lift Solutions Holdings, LLC 401(k) Profit Sharing side-by-side with 3 peers →

Lift Solutions Holdings, LLC 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pickrel Bros., Inc. Retirement Plan in OH ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Pickrel Bros., Inc. Retirement Plan (OH) $8M · 35
F&h Contractors 401(k) Plan (FL) $8M · 313
Homology Medicines, Inc. 401(k) Plan (MA) $8M · 92
Meckley's Limestone, Inc. 401(k) Profit Sharing Plan (PA) $8M · 153

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 117 · 0 off
Mid America Pipe 401(k) Plan (KS) 117 · 0 off
Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off

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 Lift Solutions Holdings, LLC 401(k) Profit Sharing assets move in 2023? ▼

Lift Solutions Holdings, LLC 401(k) Profit Sharing surged - up 175.6% during 2023, from $3M to $8M. Reported net income was $2M.

How have Lift Solutions Holdings, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lift Solutions Holdings, LLC's sponsor-wide assets grew 93.3%, from $8M to $16M.

Which 401(k) plans are similar in size to Lift Solutions Holdings, LLC 401(k) Profit Sharing? ▼

Among 401(k) plans in other states, the closest by assets is Pickrel Bros., Inc. Retirement Plan in OH ($8M, 35 participants).

Which 401(k) plans cover a similar participant headcount to Lift Solutions Holdings, LLC 401(k) Profit Sharing? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 872348206.