401(k) · DOL Form 5500 · 2023

Lonestar Forklift 2017 USA, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
186
Participants Below avg headcount
50th
Percentile by assets National rank
$36,198
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. · Sponsored by Lonestar Forklift 2017 USA, Inc. · Texas · Retail Trade

$7M in assets, 186 participants

Lonestar Forklift 2017 USA, Inc.'s Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. reported $7M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,084 in Retail Trade (8,414 peers)

Coverage in Texas

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. covers 186 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#5,084
in Retail Trade (8,414 peers)
+20.2%
assets growth YoY

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc.'s mid-pack asset rank among Retail Trade and all filers

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. vs every filed plan by assets

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

$6,732,881 Top 50% higher than 50% 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

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. 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. Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. reported net income rose from -$176K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. reported participants rose from 172 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822126186 · Lonestar Forklift 2017 USA, Inc. PY 2023 · 401(k)

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. · $7M · 186 · 50th

  • NET $7M
  • NET 186
  • NET 50th
  • NET 401(k)
  • NET near Jeffco Fibres, Inc. 401(k) Plan
  • NET ind #5084

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 Texas →

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. in the asset neighbourhood

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc.Employee Benefit Plan of Lon…$7MJeffco Fibres, Inc. 401(k) PlanJeffco Fibres, Inc. 401(k) P…$7MHassett Hardware 401(k) Profit Sharing PlanHassett Hardware 401(k) Prof…$7MNeville Chemical Company 401(k) Plan for Hourly EmployeesNeville Chemical Company 401…$7MCleveland Hardware and Forging Co. Profit SharingCleveland Hardware and Forgi…$7M
End-of-year total assets ($M) among Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN822126186
Plan Effective Date2017-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lonestar Forklift 2017 USA, Inc.)

Sponsor-wide plan assets over time

All Lonestar Forklift 2017 USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 65.72125619756822% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.6M $9.28M ▲ +65.7%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 186 $7M
2024 1 306 $9M

Nearby 401(k) Plans in Texas

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

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc., Total assets ($B): 0.006732881 · Participants: 186Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc.AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jeffco Fibres, Inc. 401(k) Plan in MA ($7M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. assets move in 2023? ▼
Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc. grew sharply - up 20.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Lonestar Forklift 2017 USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lonestar Forklift 2017 USA, Inc.'s sponsor-wide assets grew 65.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Jeffco Fibres, Inc. 401(k) Plan in MA ($7M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Lonestar Forklift 2017 USA, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M 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 822126186.

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.