401(k) · DOL Form 5500 · 2023

Lashbrook Jewelry Designs 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
145
Participants Small participant base
28th
Percentile by assets National rank
$11,158
Avg per participant Low balance/head
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Official DOL plan name: Lashbrook Jewelry Designs 401(k) Plan · Sponsored by Lashbrook Jewelry Designs · Utah · Retail Trade

$2M in assets, 145 participants

Lashbrook Jewelry Designs's Lashbrook Jewelry Designs 401(k) Plan reported $2M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #3,407 in Retail Trade (8,414 peers)

Coverage in Utah

Lashbrook Jewelry Designs 401(k) Plan covers 145 participants in Utah, about 25% of the average Utah filer (state average ~592 per filing). Assets: $2M.

#3,407
in Retail Trade (8,414 peers)
+54.4%
assets growth YoY

Lashbrook Jewelry Designs 401(k) Plan among the smaller filed plans by assets

Lashbrook Jewelry Designs 401(k) Plan vs every filed plan by assets

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

$1,617,959 28th percentile higher than 28% 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

Lashbrook Jewelry Designs 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. Lashbrook Jewelry Designs 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lashbrook Jewelry Designs 401(k) Plan reported net income rose from $164K in the plan year 2022 filing to $570K in the plan year 2023 filing.
  • Lashbrook Jewelry Designs 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lashbrook Jewelry Designs 401(k) Plan reported participants fell from 165 in the plan year 2022 filing to 145 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870630055 · Lashbrook Jewelry Designs PY 2023 · 401(k)

Lashbrook Jewelry Designs 401(k) Plan · $2M · 145 · 28th

  • VS-ST $2M
  • BOY 145
  • SCH 28th
  • EBSA 401(k)
  • PART near Cg Medical Associates Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #3407

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 Retail Trade retirement plans → · Plans in Utah →

Lashbrook Jewelry Designs 401(k) Plan in the asset neighbourhood

Lashbrook Jewelry Designs 401(k) PlanLashbrook Jewelry Designs 40…$2MCg Medical Associates Inc 401(k) Profit Sharing Plan & TrustCg Medical Associates Inc 40…$2MWeiland Enterprises, Inc. 401(k) Profit Sharing PlanWeiland Enterprises, Inc. 40…$2MAugusta Provisions, Inc. 401(k) PlanAugusta Provisions, Inc. 401…$2MGaraga USA, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Lashbrook Jewelry Designs 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$570K
Employer EIN870630055
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lashbrook Jewelry Designs)

Sponsor-wide plan assets over time

All Lashbrook Jewelry Designs plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $1.05M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 165 $1M
2023 1 145 $2M
2024 1 145 N/A

Nearby 401(k) Plans in Utah

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

Lashbrook Jewelry Designs 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Lashbrook Jewelry Designs 401(k) Plan, Total assets ($B): 0.001617959 · Participants: 145Lashbrook Jewelry Designs 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Lashbrook Jewelry Designs 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Lashbrook Jewelry Designs 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Cg Medical Associates Inc 401(k) Profit Sharing Plan & Trust in OH ($2M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Lashbrook Jewelry Designs 401(k) Plan assets move in 2023?
Lashbrook Jewelry Designs 401(k) Plan surged - up 54.4% during 2023, from $1M to $2M. Reported net income was $570K.
Which 401(k) plans are similar in size to Lashbrook Jewelry Designs 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cg Medical Associates Inc 401(k) Profit Sharing Plan & Trust in OH ($2M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Lashbrook Jewelry Designs 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A in assets).