401(k) · DOL Form 5500 · 2023
Lasalle Bristol, L.P. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 393
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $56,227
- Avg per participant Low balance/head
Official DOL plan name: Lasalle Bristol, LP 401(k) Plan · Sponsored by Lasalle Bristol, L.P. · Indiana · Wholesale Trade
$22M in assets, 393 participants
Lasalle Bristol, L.P.'s Lasalle Bristol, LP 401(k) Plan reported $22M in total assets and 393 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #4,535 in Wholesale Trade (6,309 peers)
2023 asset change
Lasalle Bristol, LP 401(k) Plan grew at a solid clip 10.6% in 2023 ($20M → $22M) for 393 participants.
- #4,535
- in Wholesale Trade (6,309 peers)
- +10.6%
- assets growth YoY
Lasalle Bristol, LP 401(k) Plan's outsized position by total assets
Lasalle Bristol, LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,097,243 Top 26% higher than 74% 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
Lasalle Bristol, LP 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. Lasalle Bristol, LP 401(k) Plan sits mid-pack in the medium band (393 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lasalle Bristol, LP 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lasalle Bristol, LP 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Lasalle Bristol, LP 401(k) Plan reported participants fell from 398 in the plan year 2022 filing to 393 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 351499063 · Lasalle Bristol, L.P. PY 2023 · 401(k)
Lasalle Bristol, LP 401(k) Plan · $22M · 393 · 74th
- NET $22M
- NET 393
- NET 74th
- NET 401(k)
- NET near Phoenix Technology Services 401(k) Plan
- NET ind #4535
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 Indiana →
Lasalle Bristol, LP 401(k) Plan in the asset neighbourhood
Lasalle Bristol, L.P. years around the 2023 move
Sponsor-wide plan assets over time
All Lasalle Bristol, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 9.022302908857691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 426 | $30M |
| 2023 | 2 | 420 | $32M |
| 2024 | 2 | 363 | $33M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 351499063 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Lasalle Bristol, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Phoenix Technology Services 401(k) Plan in TX ($22M); by covered participants it is Datastax, Inc. 401(k) Plan in CA (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Phoenix Technology Services 401(k) Plan (TX) $22M · 473
- Lb&b Associates Inc. Retirement Plan (MD) $22M · 329
- Revere Plastics Systems, LLC 401(k) Plan (OH) $22M · 524
- Navvis & Company 401(k) Plan (MO) $22M · 266
Similar participant headcount
Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.
- Datastax, Inc. 401(k) Plan (CA) 393 · 0 off
- Big R 401(k) Plan (CO) 393 · 0 off
- H.R. Options, Inc. 401(k) Plan (CA) 393 · 0 off
- International Dairy Queen, Inc. Retirement Savings Plan (MN) 393 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.