401(k) · DOL Form 5500 · 2023

L.D. Management Company 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 189
Participants Below avg headcount: 51st
Percentile by assets National rank: $37,349
Avg per participant Low balance/head

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Official DOL plan name: L.D. Retirement Plan · Sponsored by L.D. Management Company · Ohio · Retail Trade

$7M in assets, 189 participants

L.D. Management Company's L.D. Retirement Plan reported $7M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#5,168 in Retail Trade (8,414 peers)

Coverage in Ohio

L.D. Retirement Plan covers 189 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#5,168
in Retail Trade (8,414 peers): +19.9%
assets growth YoY

L.D. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

L.D. Retirement Plan vs every filed plan by assets

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

$7,058,951 Top 49% higher than 51% 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

L.D. Retirement 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. L.D. Retirement Plan sits mid-pack in the medium band (189 participants).

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%)

L.D. Retirement Plan reported net income rose from -$693K in the plan year 2022 filing to $1M in the plan year 2023 filing.
L.D. Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
L.D. Retirement Plan reported participants rose from 187 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311423126 · L.D. Management Company PY 2023 · 401(k)

L.D. Retirement Plan · $7M · 189 · 51st

BOY $7M
BOY 189
BOY 51st
BOY 401(k)
BOY near Jet Food Stores 401 K Plan
BOY ind #5168

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 Ohio →

End-of-year total assets ($M) among L.D. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	311423126
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (L.D. Management Company)

Latest sponsor-wide plan assets: $8M 32.4024708179765% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	187	$6M
2023	1	189	$7M
2024	1	197	$8M

Nearby 401(k) Plans in Ohio

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

L.D. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare L.D. Retirement Plan side-by-side with 3 peers →

L.D. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jet Food Stores 401 K Plan in GA ($7M); by covered participants it is Physician's Medical Center, LLC 401(k) Plan in TX (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Jet Food Stores 401 K Plan (GA) $7M · 426
Mm Hotel Management, LLC Dba Garden City Hotel 401(k) Plan (NY) $7M · 234
Stratford Homes 401(k) Plan (WI) $7M · 120
Apptegy, Inc. 401(k) Plan (AR) $7M · 262

Similar participant headcount

Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.

Physician's Medical Center, LLC 401(k) Plan (TX) 189 · 0 off
Hudson Global, Inc. 401(k) Savings Plan (CT) 189 · 0 off
Baker Boyer Bancorp 401(k) Profit Sharing Plan & Trust (WA) 189 · 0 off
Premier Brands of America Inc 401(k) Profit Sharing Plan & Trust (NY) 189 · 0 off

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 L.D. Retirement Plan assets move in 2023? ▼

L.D. Retirement Plan grew sharply - up 19.9% during 2023, from $6M to $7M. Reported net income was $1M.

How have L.D. Management Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), L.D. Management Company's sponsor-wide assets grew 32.4%, from $6M to $8M.

Which 401(k) plans are similar in size to L.D. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jet Food Stores 401 K Plan in GA ($7M, 426 participants).

Which 401(k) plans cover a similar participant headcount to L.D. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Physician's Medical Center, LLC 401(k) Plan in TX (189 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 311423126.