401(k) · DOL Form 5500 · 2023

Lexicon Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
2,374
Participants Above avg headcount
89th
Percentile by assets National rank
$29,894
Avg per participant Low balance/head
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Official DOL plan name: Lexicon 401(k) Plan · Sponsored by Lexicon Management Group, Inc. · Arkansas · Manufacturing

$71M in assets, 2,374 participants

Lexicon Management Group, Inc.'s Lexicon 401(k) Plan reported $71M in total assets and 2,374 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,600 in Manufacturing (18,722 peers)

Where Lexicon 401(k) Plan sits by assets

Lexicon 401(k) Plan sits in the top quartile of all filed plans by assets, $71M for 2,374 participants (~$29,894/participant), up 23.1% in 2023.

#15,600
in Manufacturing (18,722 peers)
+23.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lexicon 401(k) Plan's outsized position by total assets

Lexicon 401(k) Plan vs every filed plan by assets

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

$70,968,528 Top 11% higher than 89% 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

Lexicon 401(k) 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. Lexicon 401(k) Plan lands in the large band (2,374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lexicon 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Lexicon 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Lexicon 401(k) Plan reported participants rose from 1,995 in the plan year 2022 filing to 2,374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 352429358 · Lexicon Management Group, Inc. PY 2023 · 401(k)

Lexicon 401(k) Plan · $71M · 2,374 · 89th

  • EIN $71M
  • EIN 2,374
  • EIN 89th
  • EIN 401(k)
  • EIN near Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust
  • EIN ind #15600

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 Manufacturing retirement plans → · Plans in Arkansas →

Lexicon 401(k) Plan in the asset neighbourhood

Mmr Group, Inc. Profit Sharing PlanMmr Group, Inc. Profit Shari…$71MLexicon 401(k) Plan$71MBullivant Houser Bailey PC 401(k) Profit Sharing Plan and TrustBullivant Houser Bailey PC 4…$71MAssociated Employers for the Help of the Developmentally Disabled 403(b) PlanAssociated Employers for the…$71MThe Sensia 401(k) Savings PlanThe Sensia 401(k) Savings Pl…$71M
End-of-year total assets ($M) among Lexicon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$71M
Net Income$13M
Employer EIN352429358
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexicon Management Group, Inc.)

Sponsor-wide plan assets over time

All Lexicon Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 43.145735685151706% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.7M $82.5M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 1,995 $58M
2023 1 2,374 $71M
2024 1 2,441 $83M

Nearby 401(k) Plans in Arkansas

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

Lexicon 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Lexicon 401(k) Plan, Total assets ($B): 0.070968528 · Participants: 2374Lexicon 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Lexicon 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Lexicon 401(k) Plan side-by-side with 3 peers →

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

Outside Arkansas, the nearest 401(k) by assets is Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in OR ($71M); by covered participants it is Osi Industries, LLC Profit Sharing and Employees Savings Plan in IL (2,374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,374 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 Lexicon 401(k) Plan assets move in 2023? ▼
Lexicon 401(k) Plan grew sharply - up 23.1% during 2023, from $58M to $71M. Reported net income was $13M.
How have Lexicon Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexicon Management Group, Inc.'s sponsor-wide assets grew 43.1%, from $58M to $83M.
Where does Lexicon 401(k) Plan rank by assets among Form 5500 filers? ▼
Lexicon 401(k) Plan ranks in the 89th 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 Lexicon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in OR ($71M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Lexicon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Industries, LLC Profit Sharing and Employees Savings Plan in IL (2,374 participants, $105M 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 352429358.

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.