401(k) · DOL Form 5500 · 2022

Lacks Valley Stores, Ltd. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
451
Participants Below avg headcount
58th
Percentile by assets National rank
$16,211
Avg per participant Low balance/head
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Official DOL plan name: Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan · Sponsored by Lacks Valley Stores, Ltd. · Texas · Retail Trade

$7M in assets, 451 participants

Lacks Valley Stores, Ltd.'s Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan reported $7M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,548 in Retail Trade (9,519 peers)

Lacks Valley Stores, Ltd. multi-year trail

Lacks Valley Stores, Ltd.'s plans moved -26.4% in assets from 2022 to 2024; this filing shows Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan at $7M / 451 participants.

#6,548
in Retail Trade (9,519 peers)
-17.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,311,293 Top 42% higher than 58% of 139,123 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 2022

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan sits mid-pack in the medium band (451 participants).

DOL schedule card

Filing strip 742730084 · Lacks Valley Stores, Ltd. PY 2022 · 401(k)

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan · $7M · 451 · 58th

  • TYPE $7M
  • TYPE 451
  • TYPE 58th
  • TYPE 401(k)
  • TYPE near Afx, Inc. 401(k) Savings & Retirement Plan
  • TYPE ind #6548

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 Retail Trade retirement plans → · Plans in Texas →

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood

Lack's Valley Stores, Ltd. 401(k) Profit Sharing PlanLack's Valley Stores, Ltd. 4…$7MAfx, Inc. 401(k) Savings & Retirement PlanAfx, Inc. 401(k) Savings & R…$7MValley Chrome Plating, Inc. 401(k) PlanValley Chrome Plating, Inc. …$7MEpisource LLC 401(k) Plan$7MInrad Optics, Inc. Employees' 401(k) PlanInrad Optics, Inc. Employees…$7M
End-of-year total assets ($M) among Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lacks Valley Stores, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Lacks Valley Stores, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.382022988273075% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $7.31M $5.38M ▼ -26.4%
Year Plans Participants Total Assets
2022 1 451 $7M
2023 1 422 $7M
2024 1 262 $5M

Lacks Valley Stores, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN742730084
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan, Total assets ($B): 0.007311293 · Participants: 451Lack's Valley Stores, Ltd. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Afx, Inc. 401(k) Savings & Retirement Plan in IL ($7M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (451 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan assets move in 2022?
Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan declined sharply - down 17.8% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Lacks Valley Stores, Ltd. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lacks Valley Stores, Ltd.'s sponsor-wide assets declined 26.4%, from $7M to $5M.
Which 401(k) plans are similar in size to Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Afx, Inc. 401(k) Savings & Retirement Plan in IL ($7M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Lack's Valley Stores, Ltd. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (451 participants, $16M in assets).