401(k) · DOL Form 5500 · 2023

Lebeouf Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$361K
Total assets Small plan by assets: N/A
Participants Small participant base: 15th
Percentile by assets National rank

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Official DOL plan name: Lebeouf Investments, Inc. 401(k) Plan · Sponsored by Lebeouf Investments, Inc. · Texas · Food Services & Accommodation

$361K in assets, N/A participants

Lebeouf Investments, Inc.'s Lebeouf Investments, Inc. 401(k) Plan reported $361K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#1,553 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Lebeouf Investments, Inc. 401(k) Plan ranks #1,553 of 3,828 2023 filers by assets (5418% of the sector average)-$361K for N/A participants.

#1,553
in Food Services & Accommodation (3,828 peers): +127.0%
assets growth YoY

Lebeouf Investments, Inc. 401(k) Plan among the smaller filed plans by assets

Lebeouf Investments, Inc. 401(k) Plan vs every filed plan by assets

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

$361,110 15th percentile higher than 15% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lebeouf Investments, Inc. 401(k) Plan end-of-year assets rose from $159K in the plan year 2022 filing to $361K in the plan year 2023 filing.
Lebeouf Investments, Inc. 401(k) Plan reported net income rose from $159K in the plan year 2022 filing to $202K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 874630658 · Lebeouf Investments, Inc. PY 2023 · 401(k)

Lebeouf Investments, Inc. 401(k) Plan · $361K · N/A · 15th

PCT $361K
PCT N/A
PCT 15th
PCT 401(k)
PCT near Golden Retriever Baking, Inc. 401(k) Plan
PCT ind #1553

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 Food Services & Accommodation retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Lebeouf Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$159K
Net Assets (End of Year)	$361K
Net Income	$202K
Employer EIN	874630658
Plan Effective Date	2022-01-14
Filing Status	FILING RECEIVED

Sponsor Plan History (Lebeouf Investments, Inc.)

Latest sponsor-wide plan assets: $18K 88.518695466318% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$159K
2023	1	N/A	$361K
2024	1	7	$18K

Nearby 401(k) Plans in Texas

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

Lebeouf Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Lebeouf Investments, Inc. 401(k) Plan side-by-side with 3 peers →

Lebeouf Investments, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Texas, the nearest 401(k) by end-of-year assets is Golden Retriever Baking, Inc. 401(k) Plan in NM at $361K (this filing: $361K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($361K here).

Golden Retriever Baking, Inc. 401(k) Plan (NM) $361K · 15
Cool D Enterprises, Inc. 401(k) Profit Sharing Plan (OH) $361K · 3
Inside Out Solutions LLC 401(k) Profit Sharing Plan & Trust (FL) $361K · N/A
Kwan Dds Msd Ps 401(k) Profit Sharing Plan & Trust (WA) $361K · 4

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 Lebeouf Investments, Inc. 401(k) Plan assets move in 2023? ▼

Lebeouf Investments, Inc. 401(k) Plan surged - up 127.0% during 2023, from $159K to $361K. Reported net income was $202K.

How have Lebeouf Investments, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lebeouf Investments, Inc.'s sponsor-wide assets declined 88.5%, from $159K to $18K.

Where does Lebeouf Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Lebeouf Investments, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Lebeouf Investments, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Golden Retriever Baking, Inc. 401(k) Plan in NM ($361K, 15 participants).

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 874630658.