401(k) · DOL Form 5500 · 2023

Liter's, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
115
Participants Small participant base
47th
Percentile by assets National rank
$48,910
Avg per participant Low balance/head
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Official DOL plan name: Liter's, Inc. 401(k) Plan · Sponsored by Liter's, Inc. · Kentucky · Mining & Oil Extraction

$6M in assets, 115 participants

Liter's, Inc.'s Liter's, Inc. 401(k) Plan reported $6M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #204 in Mining & Oil Extraction (811 peers)

Coverage in Kentucky

Liter's, Inc. 401(k) Plan covers 115 participants in Kentucky, about 18% of the average Kentucky filer (state average ~647 per filing). Assets: $6M.

#204
in Mining & Oil Extraction (811 peers)
+13.4%
assets growth YoY

Liter's, Inc. 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Liter's, Inc. 401(k) Plan vs every filed plan by assets

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

$5,624,649 47th percentile higher than 47% 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

Liter's, Inc. 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. Liter's, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liter's, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $666K in the plan year 2023 filing.
  • Liter's, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Liter's, Inc. 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610543198 · Liter's, Inc. PY 2023 · 401(k)

Liter's, Inc. 401(k) Plan · $6M · 115 · 47th

  • PCT $6M
  • EIN 115
  • RANK 47th
  • PHOTO 401(k)
  • IND near Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing Plan
  • EOY ind #204

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 Mining & Oil Extraction retirement plans → · Plans in Kentucky →

Liter's, Inc. 401(k) Plan in the asset neighbourhood

Liter's, Inc. 401(k) Plan$6MPassalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing PlanPassalacqua, Mazzoni, Gladde…$6MLawrence Otolaryngology Associates, LLC 401(k) Profit Sharing PlanLawrence Otolaryngology Asso…$6MSchnellecke Logistics USA, LLC 401(k) PlanSchnellecke Logistics USA, L…$6MSonoran Schools 401(k) Profit Sharing PlanSonoran Schools 401(k) Profi…$6M
End-of-year total assets ($M) among Liter's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$666K
Employer EIN610543198
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liter's, Inc.)

Sponsor-wide plan assets over time

All Liter's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.535978147374554% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.96M $6.37M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 111 $5M
2023 1 115 $6M
2024 1 114 $6M

Nearby 401(k) Plans in Kentucky

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

Liter's, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Liter's, Inc. 401(k) Plan, Total assets ($B): 0.005624649 · Participants: 115Liter's, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Liter's, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Liter's, Inc. 401(k) Plan side-by-side with 3 peers →

Liter's, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Liter's, Inc. 401(k) Plan assets move in 2023? ▼
Liter's, Inc. 401(k) Plan grew at a solid clip - up 13.4% during 2023, from $5M to $6M. Reported net income was $666K.
How have Liter's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liter's, Inc.'s sponsor-wide assets grew 28.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Liter's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Passalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing Plan in CA ($6M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Liter's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 610543198.

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.