401(k) · DOL Form 5500 · 2023

Lego Systems, Inc 401(k) Plan

Data updated 2026-08-11

$367M
Total assets: 3,038
Participants: 97th
Percentile by assets: $120,851
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$367M
total plan assets (2023 EOY): 3,038
covered participants: 97th
percentile by assets (of 127,072 plans): $120,851
avg assets per participant

Where Lego U.S. Retirement Plan sits 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

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 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 →

State

Connecticut

Industry

Wholesale Trade

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Lego U.S. Retirement Plan reports 3,038 participants - 4.2x that state average ($367M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)	$300M
Net Assets (End of Year)	$367M
Net Income	$68M
Employer EIN	060891387
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lego Systems, Inc)

Total plan assets by year, all Lego Systems, Inc plans on file

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

Rtx Savings Plan $52.8B · 123,037
Citi Retirement Savings Plan $20.7B · 77,865
The Hartford Investment and Savings Plan $6.5B · 18,377
Xerox Corporation Savings Plan $3.9B · 10,291
Eversource 401(k) Plan $3.8B · 9,504

Compare Lego U.S. Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lego U.S. Retirement Plan by total assets, not by location.

American Chemical Society ERISA 403(b) Plan (DC) $367M · 1,804
Cms Savings Plan and Trust (TX) $367M · 2,313
Fried, Frank, Harris, Shriver & Jacobson LLP 401(k) Incentive Savings Plan (NY) $366M · 1,115
Radnet 401(k) Plan (CA) $366M · 8,431

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).

Next read for Lego U.S. Retirement Plan

Filing takeaways

Ways to act on Lego U.S. Retirement Plan's numbers.

By total assets, Lego U.S. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
Lego Systems, Inc's sponsor-wide assets have grown 43.3% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.