401(k) · DOL Form 5500 · 2023

Lac Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
479
Participants Below avg headcount
67th
Percentile by assets National rank
$31,779
Avg per participant Low balance/head
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Official DOL plan name: Valued Employee Retirement Savings Plan · Sponsored by Lac Acquisition, LLC · Indiana · Healthcare & Social Assistance

$15M in assets, 479 participants

Lac Acquisition, LLC's Valued Employee Retirement Savings Plan reported $15M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,818 in Healthcare & Social Assistance (17,684 peers)

Lac Acquisition, LLC multi-year trail

Lac Acquisition, LLC's plans moved +23.5% in assets from 2022 to 2024; this filing shows Valued Employee Retirement Savings Plan at $15M / 479 participants.

#12,818
in Healthcare & Social Assistance (17,684 peers)
+3.1%
assets growth YoY

Valued Employee Retirement Savings Plan's outsized position by total assets

Valued Employee Retirement Savings Plan vs every filed plan by assets

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

$15,222,214 Top 33% higher than 67% 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

Valued Employee Retirement Savings 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. Valued Employee Retirement Savings Plan sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valued Employee Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $464K in the plan year 2023 filing.
  • Valued Employee Retirement Savings Plan reported participants rose from 403 in the plan year 2022 filing to 479 in the plan year 2023 filing.
  • Valued Employee Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 832007393 · Lac Acquisition, LLC PY 2023 · 401(k)

Valued Employee Retirement Savings Plan · $15M · 479 · 67th

  • NET $15M
  • NET 479
  • NET 67th
  • NET 401(k)
  • NET near White Memorial Medical Group, Inc. 401(k) Plan
  • NET ind #12818

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 Healthcare & Social Assistance retirement plans → · Plans in Indiana →

Valued Employee Retirement Savings Plan in the asset neighbourhood

Valued Employee Retirement Savings PlanValued Employee Retirement S…$15MWhite Memorial Medical Group, Inc. 401(k) PlanWhite Memorial Medical Group…$15MSafe 1 Credit Union 401(k) Profit Sharing PlanSafe 1 Credit Union 401(k) P…$15MCommunity Wholesale Tire 401(k) PlanCommunity Wholesale Tire 401…$15MKind 401(k) Plan$15M
End-of-year total assets ($M) among Valued Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lac Acquisition, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lac Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 23.455072013930096% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.8M $18.2M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 403 $15M
2023 1 479 $15M
2024 1 699 $18M

Lac Acquisition, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$464K
Employer EIN832007393
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Valued Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Valued Employee Retirement Savings Plan, Total assets ($B): 0.015222214 · Participants: 479Valued Employee Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Valued Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Valued Employee Retirement Savings Plan side-by-side with 3 peers →

Valued Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is White Memorial Medical Group, Inc. 401(k) Plan in CA ($15M); by covered participants it is Hartt's 401(k) Plan in ME (479 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Valued Employee Retirement Savings Plan assets move in 2023? ▼
Valued Employee Retirement Savings Plan edged up modestly - up 3.1% during 2023, from $15M to $15M. Reported net income was $464K.
How have Lac Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lac Acquisition, LLC's sponsor-wide assets grew 23.5%, from $15M to $18M.
Which 401(k) plans are similar in size to Valued Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is White Memorial Medical Group, Inc. 401(k) Plan in CA ($15M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Valued Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hartt's 401(k) Plan in ME (479 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 832007393.

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.