401(k) · DOL Form 5500 · 2023

Lexington Square, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
120
Participants Small participant base
24th
Percentile by assets National rank
$8,785
Avg per participant Low balance/head
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Official DOL plan name: The Architect 401(k) Plan - Lexington Square 401(k) Plan · Sponsored by Lexington Square, LLC · Iowa · Healthcare & Social Assistance

$1M in assets, 120 participants

Lexington Square, LLC's The Architect 401(k) Plan - Lexington Square 401(k) Plan reported $1M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,540 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

The Architect 401(k) Plan - Lexington Square 401(k) Plan covers 120 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $1M.

#3,540
in Healthcare & Social Assistance (17,684 peers)
+17.9%
assets growth YoY

The Architect 401(k) Plan - Lexington Square 401(k) Plan among the smaller filed plans by assets

The Architect 401(k) Plan - Lexington Square 401(k) Plan vs every filed plan by assets

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

$1,054,160 24th percentile higher than 24% 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

The Architect 401(k) Plan - Lexington Square 401(k) 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. The Architect 401(k) Plan - Lexington Square 401(k) Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Architect 401(k) Plan - Lexington Square 401(k) Plan reported net income rose from -$155K in the plan year 2022 filing to $160K in the plan year 2023 filing.
  • The Architect 401(k) Plan - Lexington Square 401(k) Plan end-of-year assets rose from $894K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200473448 · Lexington Square, LLC PY 2023 · 401(k)

The Architect 401(k) Plan - Lexington Square 401(k) Plan · $1M · 120 · 24th

  • 5500 $1M
  • ASSETS 120
  • PCT 24th
  • EIN 401(k)
  • RANK near Heim Milling Company, Inc. Profit Sharing & 401(k) Plan
  • PHOTO ind #3540

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 Iowa →

The Architect 401(k) Plan - Lexington Square 401(k) Plan in the asset neighbourhood

The Architect 401(k) Plan - Lexington Square 401(k) PlanThe Architect 401(k) Plan - …$1MHeim Milling Company, Inc. Profit Sharing & 401(k) PlanHeim Milling Company, Inc. P…$1MFremont Management, LLC 401(k) PlanFremont Management, LLC 401(…$1MCoffee Rani of Mandeville Inc 401(k) Profit Sharing Plan & TrustCoffee Rani of Mandeville In…$1MConcklin Enterprises Retirement PlanConcklin Enterprises Retirem…$1M
End-of-year total assets ($M) among The Architect 401(k) Plan - Lexington Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$894K
Net Assets (End of Year)$1M
Net Income$160K
Employer EIN200473448
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexington Square, LLC)

Sponsor-wide plan assets over time

All Lexington Square, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 44.285321156337325% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.89M $1.29M ▲ +44.9%
Year Plans Participants Total Assets
2022 1 119 $894K
2023 1 120 $1M
2024 1 125 $1M

Nearby 401(k) Plans in Iowa

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

The Architect 401(k) Plan - Lexington Square 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Architect 401(k) Plan - Lexington Square 401(k) Plan, Total assets ($B): 0.00105416 · Participants: 120The Architect 401(k) Plan - Lexington Square 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Architect 401(k) Plan - Lexington Square 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Architect 401(k) Plan - Lexington Square 401(k) Plan side-by-side with 3 peers →

The Architect 401(k) Plan - Lexington Square 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Heim Milling Company, Inc. Profit Sharing & 401(k) Plan in MN ($1M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 The Architect 401(k) Plan - Lexington Square 401(k) Plan assets move in 2023? ▼
The Architect 401(k) Plan - Lexington Square 401(k) Plan grew sharply - up 17.9% during 2023, from $894K to $1M. Reported net income was $160K.
How have Lexington Square, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lexington Square, LLC's sponsor-wide assets grew 44.3%, from $894K to $1M.
Where does The Architect 401(k) Plan - Lexington Square 401(k) Plan rank by assets among Form 5500 filers? ▼
The Architect 401(k) Plan - Lexington Square 401(k) Plan ranks in the 24th 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 The Architect 401(k) Plan - Lexington Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heim Milling Company, Inc. Profit Sharing & 401(k) Plan in MN ($1M, 5 participants).
Which 401(k) plans cover a similar participant headcount to The Architect 401(k) Plan - Lexington Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 200473448.

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.