401(k) · DOL Form 5500 · 2023

Lloyd, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
113
Participants Small participant base
58th
Percentile by assets National rank
$87,360
Avg per participant Below avg balance/head
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Official DOL plan name: Lloyd, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Lloyd, Inc. · Iowa · Agriculture, Forestry & Fishing

$10M in assets, 113 participants

Lloyd, Inc.'s Lloyd, Inc. 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #814 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust covers 113 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $10M.

#814
in Agriculture, Forestry & Fishing (1,288 peers)
+24.9%
assets growth YoY

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,871,697 Top 42% higher than 58% 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

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust 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. Lloyd, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lloyd, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lloyd, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lloyd, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 110 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420837233 · Lloyd, Inc. PY 2023 · 401(k)

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust · $10M · 113 · 58th

  • IND $10M
  • IND 113
  • IND 58th
  • IND 401(k)
  • IND near Johanson Dielectrics, Inc. 401(k) Retirement Plan
  • IND ind #814

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lloyd, Inc. 401(k) Profit Sharing Plan and TrustLloyd, Inc. 401(k) Profit Sh…$10MJohanson Dielectrics, Inc. 401(k) Retirement PlanJohanson Dielectrics, Inc. 4…$10MCentri Business Consulting, LLC 401(k) Profit Sharing PlanCentri Business Consulting, …$10MNmcgrf/Vh 401(k) Plan$10MDutch-American Foods, Inc. 401(k) PlanDutch-American Foods, Inc. 4…$10M
End-of-year total assets ($M) among Lloyd, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN420837233
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lloyd, Inc.)

Sponsor-wide plan assets over time

All Lloyd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 39.36823834392315% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.9M $11M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 110 $8M
2023 1 113 $10M
2024 1 98 $11M

Nearby 401(k) Plans in Iowa

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

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Lloyd, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009871697 · Participants: 113Lloyd, Inc. 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Lloyd, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Lloyd, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA ($10M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Lloyd, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Lloyd, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 24.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Lloyd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd, Inc.'s sponsor-wide assets grew 39.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Lloyd, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA ($10M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 420837233.

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.