401(k) · DOL Form 5500 · 2023
Lancaster Ltd 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $59,876
- Avg per participant Low balance/head
Official DOL plan name: Lancaster Retirement & Savings Plan · Sponsored by Lancaster Ltd · Illinois · Healthcare & Social Assistance
$12M in assets, 207 participants
Lancaster Ltd's Lancaster Retirement & Savings Plan reported $12M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,142 in Healthcare & Social Assistance (17,684 peers)
Coverage in Illinois
Lancaster Retirement & Savings Plan covers 207 participants in Illinois, about 27% of the average Illinois filer (state average ~779 per filing). Assets: $12M.
- #12,142
- in Healthcare & Social Assistance (17,684 peers)
- +9.3%
- assets growth YoY
Lancaster Retirement & Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Lancaster Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,394,339 Top 37% higher than 63% 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
Lancaster Retirement & Savings 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. Lancaster Retirement & Savings Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lancaster Retirement & Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Lancaster Retirement & Savings Plan reported participants fell from 268 in the plan year 2022 filing to 207 in the plan year 2023 filing.
- Lancaster Retirement & Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 363838340 · Lancaster Ltd PY 2023 · 401(k)
Lancaster Retirement & Savings Plan · $12M · 207 · 63rd
- PCT $12M
- PCT 207
- PCT 63rd
- PCT 401(k)
- PCT near Grenzebach 401(k) Plan
- PCT ind #12142
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
Lancaster Retirement & Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 363838340 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lancaster Ltd)
Sponsor-wide plan assets over time
All Lancaster Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 47.88189325834123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 268 | $11M |
| 2023 | 1 | 207 | $12M |
| 2024 | 1 | 238 | $6M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Lancaster Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Grenzebach 401(k) Plan in GA ($12M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Grenzebach 401(k) Plan (GA) $12M · 90
- Bic Graphic 401(k) Savings & Investment Plan (FL) $12M · 1,408
- 1path Managed Services 401(k) Plan (GA) $12M · 303
- Arcos LLC 401(k) Profit Sharing Plan (OH) $12M · 154
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Rp Construction Services, Inc. 401(k) Plan (CA) 207 · 0 off
- Advanced Photographic Solutions Retirement Savings Plan (TN) 207 · 0 off
- Pilot Pen 401(k) Plan (FL) 207 · 0 off
- Core Services Group, Inc. 401(k) Profit Sharing Plan (NY) 207 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.