401(k) · DOL Form 5500 · 2023

Lendmark Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
2,046
Participants Near avg headcount
91st
Percentile by assets National rank
$49,168
Avg per participant Low balance/head
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Official DOL plan name: Lendmark 401(k) Plan · Sponsored by Lendmark Financial Services, LLC · Georgia · Finance & Insurance

$101M in assets, 2,046 participants

Lendmark Financial Services, LLC's Lendmark 401(k) Plan reported $101M in total assets and 2,046 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,685 in Finance & Insurance (8,869 peers)

Where Lendmark 401(k) Plan sits by assets

Lendmark 401(k) Plan sits in the top 10% of all filed plans by assets, $101M for 2,046 participants (~$49,168/participant), up 21.6% in 2023.

#7,685
in Finance & Insurance (8,869 peers)
+21.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$100,597,114 Top 9% higher than 91% 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

Lendmark 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. Lendmark 401(k) Plan lands in the large band (2,046 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lendmark 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Lendmark 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Lendmark 401(k) Plan reported participants rose from 1,841 in the plan year 2022 filing to 2,046 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582257419 · Lendmark Financial Services, LLC PY 2023 · 401(k)

Lendmark 401(k) Plan · $101M · 2,046 · 91st

  • BOY $101M
  • SCH 2,046
  • EBSA 91st
  • PART 401(k)
  • TYPE near Heartland Express, Inc. of Iowa 401(k) Plan
  • NET ind #7685

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 Georgia →

Lendmark 401(k) Plan in the asset neighbourhood

Ergotron 401(k) Savings Plan$101MOrigin Bancorp, Inc. Employee Retirement PlanOrigin Bancorp, Inc. Employe…$101MLendmark 401(k) Plan$101MMccormick Barstow 401(k) Retirement PlanMccormick Barstow 401(k) Ret…$101MHeartland Express, Inc. of Iowa 401(k) PlanHeartland Express, Inc. of I…$101M
End-of-year total assets ($M) among Lendmark 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)$83M
Net Assets (End of Year)$101M
Net Income$18M
Employer EIN582257419
Plan Effective Date2013-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Lendmark Financial Services, LLC)

Sponsor-wide plan assets over time

All Lendmark Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$115M 38.65579303457602% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.7M $115M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 1,841 $83M
2023 1 2,046 $101M
2024 1 2,144 $115M

Nearby 401(k) Plans in Georgia

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

Lendmark 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Lendmark 401(k) Plan, Total assets ($B): 0.100597114 · Participants: 2046Lendmark 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Lendmark 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Lendmark 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Heartland Express, Inc. of Iowa 401(k) Plan in IA ($101M); by covered participants it is West Liberty Foods, L.L.C. Employee Savings Plan in IA (2,046 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,046 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 Lendmark 401(k) Plan assets move in 2023? ▼
Lendmark 401(k) Plan grew sharply - up 21.6% during 2023, from $83M to $101M. Reported net income was $18M.
How have Lendmark Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lendmark Financial Services, LLC's sponsor-wide assets grew 38.7%, from $83M to $115M.
Where does Lendmark 401(k) Plan rank by assets among Form 5500 filers? ▼
Lendmark 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lendmark 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heartland Express, Inc. of Iowa 401(k) Plan in IA ($101M, 1,814 participants).
Which 401(k) plans cover a similar participant headcount to Lendmark 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Liberty Foods, L.L.C. Employee Savings Plan in IA (2,046 participants, $54M 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 582257419.

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.