401(k) · DOL Form 5500 · 2023

Lane Gorman Trubitt, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
115
Participants Small participant base
81st
Percentile by assets National rank
$298,019
Avg per participant High balance/head
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Official DOL plan name: Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan · Sponsored by Lane Gorman Trubitt, LLC · Texas · Professional & Technical Services

$34M in assets, 115 participants

Lane Gorman Trubitt, LLC's Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan reported $34M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,597 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan covers 115 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#16,597
in Professional & Technical Services (20,321 peers)
+15.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,272,190 Top 19% higher than 81% 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

Lane Gorman Trubitt, LLC 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. Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan reported participants rose from 102 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 751044330 · Lane Gorman Trubitt, LLC PY 2023 · 401(k)

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan · $34M · 115 · 81st

  • EIN $34M
  • EIN 115
  • EIN 81st
  • EIN 401(k)
  • EIN near Ataraxis, Inc. Retirement Savings Plan
  • EIN ind #16597

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 Texas →

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Plexsys Interface Products, Inc. 401(k) Profit Sharing PlanPlexsys Interface Products, …$34MLane Gorman Trubitt, LLC 401(k) Profit Sharing PlanLane Gorman Trubitt, LLC 401…$34MAtaraxis, Inc. Retirement Savings PlanAtaraxis, Inc. Retirement Sa…$34MAdvance America, Cash Advance Centers, Inc. Retirement Savings 401(k) PlanAdvance America, Cash Advanc…$34MPulse Electronics Corporation 401(k) PlanPulse Electronics Corporatio…$34M
End-of-year total assets ($M) among Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$5M
Employer EIN751044330
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lane Gorman Trubitt, LLC)

Sponsor-wide plan assets over time

All Lane Gorman Trubitt, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 14.541393099080082% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $29.8M $25.4M ▼ -14.5%
Year Plans Participants Total Assets
2022 1 102 $30M
2023 1 115 $34M
2024 1 130 $25M

Nearby 401(k) Plans in Texas

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

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.03427219 · Participants: 115Lane Gorman Trubitt, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ataraxis, Inc. Retirement Savings Plan in ID ($34M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan grew sharply - up 15.2% during 2023, from $30M to $34M. Reported net income was $5M.
How have Lane Gorman Trubitt, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lane Gorman Trubitt, LLC's sponsor-wide assets declined 14.5%, from $30M to $25M.
Where does Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ataraxis, Inc. Retirement Savings Plan in ID ($34M, 1,692 participants).
Which 401(k) plans cover a similar participant headcount to Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 751044330.

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.