401(k) · DOL Form 5500 · 2023

Lower, Llc000000000 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,044
Participants Near avg headcount
79th
Percentile by assets National rank
$29,312
Avg per participant Low balance/head
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Official DOL plan name: Lower LLC 401(k) Retirement Plan · Sponsored by Lower, Llc000000000 · Maryland · Finance & Insurance

$31M in assets, 1,044 participants

Lower, Llc000000000's Lower LLC 401(k) Retirement Plan reported $31M in total assets and 1,044 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,089 in Finance & Insurance (8,869 peers)

Where Lower LLC 401(k) Retirement Plan sits by assets

Lower LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 1,044 participants (~$29,312/participant), up 46.0% in 2023.

#6,089
in Finance & Insurance (8,869 peers)
+46.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lower LLC 401(k) Retirement Plan's outsized position by total assets

Lower LLC 401(k) Retirement Plan vs every filed plan by assets

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

$30,601,377 Top 21% higher than 79% 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

Lower LLC 401(k) 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. Lower LLC 401(k) Retirement Plan lands in the large band (1,044 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lower LLC 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • Lower LLC 401(k) Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Lower LLC 401(k) Retirement Plan reported participants fell from 1,459 in the plan year 2022 filing to 1,044 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463689142 · Lower, Llc000000000 PY 2023 · 401(k)

Lower LLC 401(k) Retirement Plan · $31M · 1,044 · 79th

  • RANK $31M
  • RANK 1,044
  • RANK 79th
  • RANK 401(k)
  • RANK near Philly Shipyard 401(k) Plan
  • RANK ind #6089

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 Finance & Insurance retirement plans → · Plans in Maryland →

Lower LLC 401(k) Retirement Plan in the asset neighbourhood

Lower LLC 401(k) Retirement PlanLower LLC 401(k) Retirement …$31MPhilly Shipyard 401(k) Plan$31MNewkirk Electric Associates, Inc. 401(k) Profit-Sharing PlanNewkirk Electric Associates,…$31MAoa Management Co. 401(k) PlanAoa Management Co. 401(k) Pl…$31MWestern Nephrology and Metabolic Bone Disease, P.C. Employee Profit-Sharing Plan and TrustWestern Nephrology and Metab…$31M
End-of-year total assets ($M) among Lower LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$31M
Net Income$160K
Employer EIN463689142
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lower, Llc000000000)

Sponsor-wide plan assets over time

All Lower, Llc000000000 plans reported in each filing year

Latest sponsor-wide plan assets
$48M 129.176580990532% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $21M $48.1M ▲ +129.1%
Year Plans Participants Total Assets
2022 1 1,459 $21M
2023 1 1,044 $31M
2024 1 753 $48M

Nearby 401(k) Plans in Maryland

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

Lower LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lower LLC 401(k) Retirement Plan, Total assets ($B): 0.030601377 · Participants: 1044Lower LLC 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Lower LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Lower LLC 401(k) Retirement Plan side-by-side with 3 peers →

Lower LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Philly Shipyard 401(k) Plan in PA ($31M); by covered participants it is Plaid 401(k) Plan in CA (1,044 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,044 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 Lower LLC 401(k) Retirement Plan assets move in 2023? ▼
Lower LLC 401(k) Retirement Plan surged - up 46.0% during 2023, from $21M to $31M. Reported net income was $160K.
How have Lower, Llc000000000 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lower, Llc000000000's sponsor-wide assets grew 129.2%, from $21M to $48M.
Where does Lower LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lower LLC 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lower LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Philly Shipyard 401(k) Plan in PA ($31M, 421 participants).
Which 401(k) plans cover a similar participant headcount to Lower LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plaid 401(k) Plan in CA (1,044 participants, $60M 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 463689142.

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.