401(k) · DOL Form 5500 · 2023

Lily Transportation Corp. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,224
Participants Near avg headcount
77th
Percentile by assets National rank
$21,579
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lily Transportation Corp. 401(k) Profit Sharing Plan · Sponsored by Lily Transportation Corp. · Massachusetts · Transportation & Warehousing

$26M in assets, 1,224 participants

Lily Transportation Corp.'s Lily Transportation Corp. 401(k) Profit Sharing Plan reported $26M in total assets and 1,224 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,562 in Transportation & Warehousing (3,362 peers)

Where Lily Transportation Corp. 401(k) Profit Sharing Plan sits by assets

Lily Transportation Corp. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $26M for 1,224 participants (~$21,579/participant), up 23.2% in 2023.

#2,562
in Transportation & Warehousing (3,362 peers)
+23.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lily Transportation Corp. 401(k) Profit Sharing Plan's outsized position by total assets

Lily Transportation Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,413,207 Top 23% higher than 77% 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

Lily Transportation Corp. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lily Transportation Corp. 401(k) Profit Sharing Plan lands in the large band (1,224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lily Transportation Corp. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lily Transportation Corp. 401(k) Profit Sharing Plan reported participants rose from 990 in the plan year 2022 filing to 1,224 in the plan year 2023 filing.
  • Lily Transportation Corp. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042783881 · Lily Transportation Corp. PY 2023 · 401(k)

Lily Transportation Corp. 401(k) Profit Sharing Plan · $26M · 1,224 · 77th

  • IND $26M
  • EOY 1,224
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Rategain Technologies, Inc. 401(k) Savings Plan
  • EIN ind #2562

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Lily Transportation Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

Mega International Commercial Bank Co., Ltd. 401(k) Retirement PlanMega International Commercia…$26MLily Transportation Corp. 401(k) Profit Sharing PlanLily Transportation Corp. 40…$26MRategain Technologies, Inc. 401(k) Savings PlanRategain Technologies, Inc. …$26MEndwell Family Physicians, L.L.P. Profit Sharing 401(k) PlanEndwell Family Physicians, L…$26MHmh 401(k) Plan$26M
End-of-year total assets ($M) among Lily Transportation Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN042783881
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lily Transportation Corp.)

Sponsor-wide plan assets over time

All Lily Transportation Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 45.23384063579285% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.5M $31.2M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 990 $21M
2023 1 1,224 $26M
2024 1 1,317 $31M

Nearby 401(k) Plans in Massachusetts

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

Lily Transportation Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lily Transportation Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.026413207 · Participants: 1224Lily Transportation Corp. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Lily Transportation Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lily Transportation Corp. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lily Transportation Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rategain Technologies, Inc. 401(k) Savings Plan in TX ($26M); by covered participants it is Johnson Outdoors Retirement and Savings Plan in WI (1,224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,224 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 Lily Transportation Corp. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lily Transportation Corp. 401(k) Profit Sharing Plan grew sharply - up 23.2% during 2023, from $21M to $26M. Reported net income was $5M.
How have Lily Transportation Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lily Transportation Corp.'s sponsor-wide assets grew 45.2%, from $21M to $31M.
Where does Lily Transportation Corp. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lily Transportation Corp. 401(k) Profit Sharing Plan ranks in the 77th 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 Lily Transportation Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rategain Technologies, Inc. 401(k) Savings Plan in TX ($26M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Lily Transportation Corp. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson Outdoors Retirement and Savings Plan in WI (1,224 participants, $173M 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 042783881.

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.