401(k) · DOL Form 5500 · 2023

Lego Systems, Inc 401(k) Plan

Data updated 2026-08-25

$367M
Total assets Above avg plan size
3,038
Participants Above avg headcount
97th
Percentile by assets National rank
$120,851
Avg per participant Near avg balance/head
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Official DOL plan name: Lego U.S. Retirement Plan · Sponsored by Lego Systems, Inc · Connecticut · Wholesale Trade

$367M in assets, 3,038 participants

Lego Systems, Inc's Lego U.S. Retirement Plan reported $367M in total assets and 3,038 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,169 in Wholesale Trade (6,309 peers)

Coverage in Connecticut

Lego U.S. Retirement Plan covers 3,038 participants in Connecticut, 4.2x the typical Connecticut plan (state average ~718 per filing). Assets: $367M.

#6,169
in Wholesale Trade (6,309 peers)
+22.6%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Lego U.S. Retirement Plan's outsized position by total assets

Lego U.S. Retirement Plan vs every filed plan by assets

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

$367,145,660 Top 3% higher than 97% 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

Lego U.S. Retirement 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. Lego U.S. Retirement Plan lands in the large band (3,038 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lego U.S. Retirement Plan reported net income rose from -$68M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Lego U.S. Retirement Plan end-of-year assets rose from $300M in the plan year 2022 filing to $367M in the plan year 2023 filing.
  • Lego U.S. Retirement Plan reported participants rose from 2,587 in the plan year 2022 filing to 3,038 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060891387 · Lego Systems, Inc PY 2023 · 401(k)

Lego U.S. Retirement Plan · $367M · 3,038 · 97th

  • ASSETS $367M
  • PCT 3,038
  • EIN 97th
  • RANK 401(k)
  • PHOTO near American Chemical Society ERISA 403(b) Plan
  • IND ind #6169

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 Wholesale Trade retirement plans → · Plans in Connecticut →

Lego U.S. Retirement Plan in the asset neighbourhood

Cms Savings Plan and Trust$367MLego U.S. Retirement Plan$367MAmerican Chemical Society ERISA 403(b) PlanAmerican Chemical Society ER…$367MFried, Frank, Harris, Shriver & Jacobson LLP 401(k) Incentive Savings PlanFried, Frank, Harris, Shrive…$366MRadnet 401(k) Plan$366M
End-of-year total assets ($M) among Lego U.S. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$300M
Net Assets (End of Year)$367M
Net Income$68M
Employer EIN060891387
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lego Systems, Inc)

Sponsor-wide plan assets over time

All Lego Systems, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$429M 43.295709490751975% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $300M $429M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 2,587 $300M
2023 1 3,038 $367M
2024 1 3,853 $429M

Nearby 401(k) Plans in Connecticut

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

Lego U.S. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lego U.S. Retirement Plan, Total assets ($B): 0.36714566 · Participants: 3038Lego U.S. Retirement PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Lego U.S. Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Lego U.S. Retirement Plan side-by-side with 3 peers →

Lego U.S. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is American Chemical Society ERISA 403(b) Plan in DC ($367M); by covered participants it is Monogram Food Solutions 401(k) Plan in TN (3,039 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($367M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,038 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 Lego U.S. Retirement Plan assets move in 2023? ▼
Lego U.S. Retirement Plan grew sharply - up 22.6% during 2023, from $300M to $367M. Reported net income was $68M.
How have Lego Systems, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lego Systems, Inc's sponsor-wide assets grew 43.3%, from $300M to $429M.
Where does Lego U.S. Retirement Plan rank by assets among Form 5500 filers? ▼
Lego U.S. Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lego U.S. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Chemical Society ERISA 403(b) Plan in DC ($367M, 1,804 participants).
Which 401(k) plans cover a similar participant headcount to Lego U.S. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Monogram Food Solutions 401(k) Plan in TN (3,039 participants, $52M 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 060891387.

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.