401(k) · DOL Form 5500 · 2023

Lanzo Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
101
Participants Small participant base
43rd
Percentile by assets National rank
$45,074
Avg per participant Low balance/head
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Official DOL plan name: Lanzo Companies Employee Retirement Plan & Trust · Sponsored by Lanzo Companies, Inc. · Florida · Construction

$5M in assets, 101 participants

Lanzo Companies, Inc.'s Lanzo Companies Employee Retirement Plan & Trust reported $5M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,642 in Construction (9,030 peers)

Coverage in Florida

Lanzo Companies Employee Retirement Plan & Trust covers 101 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#3,642
in Construction (9,030 peers)
+4.1%
assets growth YoY

Lanzo Companies Employee Retirement Plan & Trust's mid-pack asset rank among Construction and all filers

Lanzo Companies Employee Retirement Plan & Trust vs every filed plan by assets

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

$4,552,451 43rd percentile higher than 43% 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

Lanzo Companies Employee Retirement Plan & Trust 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. Lanzo Companies Employee Retirement Plan & Trust sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lanzo Companies Employee Retirement Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $193K in the plan year 2023 filing.
  • Lanzo Companies Employee Retirement Plan & Trust reported participants fell from 110 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Lanzo Companies Employee Retirement Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 811005288 · Lanzo Companies, Inc. PY 2023 · 401(k)

Lanzo Companies Employee Retirement Plan & Trust · $5M · 101 · 43rd

  • PART $5M
  • PART 101
  • PART 43rd
  • PART 401(k)
  • PART near Heights Tower Service Inc 401 K Profit Sharing Plan Trust
  • PART ind #3642

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 Construction retirement plans → · Plans in Florida →

Lanzo Companies Employee Retirement Plan & Trust in the asset neighbourhood

Lanzo Companies Employee Retirement Plan & TrustLanzo Companies Employee Ret…$5MHeights Tower Service Inc 401 K Profit Sharing Plan TrustHeights Tower Service Inc 40…$5MTrilogy Medwaste 401(k) Plan$5MMendocino Coast Clinics, Inc. Retirement PlanMendocino Coast Clinics, Inc…$5MKlassen Corporation 401(k) Profit Sharing PlanKlassen Corporation 401(k) P…$5M
End-of-year total assets ($M) among Lanzo Companies Employee Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$193K
Employer EIN811005288
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lanzo Companies, Inc.)

Sponsor-wide plan assets over time

All Lanzo Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.14602883085931% vs 2022
2023 filing year
$4.3M$4.4M$4.5M$4.6M 20222023 $4.37M $4.55M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 110 $4M
2023 1 101 $5M

Nearby 401(k) Plans in Florida

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

Lanzo Companies Employee Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lanzo Companies Employee Retirement Plan & Trust, Total assets ($B): 0.004552451 · Participants: 101Lanzo Companies Employee Retirement Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Lanzo Companies Employee Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Lanzo Companies Employee Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Heights Tower Service Inc 401 K Profit Sharing Plan Trust in OH ($5M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Lanzo Companies Employee Retirement Plan & Trust assets move in 2023?
Lanzo Companies Employee Retirement Plan & Trust edged up modestly - up 4.1% during 2023, from $4M to $5M. Reported net income was $193K.
How have Lanzo Companies, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), Lanzo Companies, Inc.'s sponsor-wide assets grew 4.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Lanzo Companies Employee Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Heights Tower Service Inc 401 K Profit Sharing Plan Trust in OH ($5M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Lanzo Companies Employee Retirement Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A in assets).