401(k) · DOL Form 5500 · 2023

Lsa Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
166
Participants Small participant base
89th
Percentile by assets National rank
$457,163
Avg per participant High balance/head
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Official DOL plan name: Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust · Sponsored by Lsa Associates, Inc. · California · Professional & Technical Services

$76M in assets, 166 participants

Lsa Associates, Inc.'s Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust reported $76M in total assets and 166 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,393 in Professional & Technical Services (20,321 peers)

Coverage in California

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $76M.

#18,393
in Professional & Technical Services (20,321 peers)
+11.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust's outsized position by total assets

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust vs every filed plan by assets

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

$75,889,106 Top 11% higher than 89% 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

Lsa Associates, Inc. Profit-Sharing and Savings Plan and 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. Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust end-of-year assets rose from $68M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust reported participants fell from 176 in the plan year 2022 filing to 166 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942341614 · Lsa Associates, Inc. PY 2023 · 401(k)

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust · $76M · 166 · 89th

  • BOY $76M
  • SCH 166
  • EBSA 89th
  • PART 401(k)
  • TYPE near Verabank, Inc. 401(k) Employee Stock Ownership Plan
  • NET ind #18393

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 Professional & Technical Services retirement plans → · Plans in California →

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust in the asset neighbourhood

Serigraph, Inc. 401(k) Savings PlanSerigraph, Inc. 401(k) Savin…$76MLsa Associates, Inc. Profit-Sharing and Savings Plan and TrustLsa Associates, Inc. Profit-…$76MVerabank, Inc. 401(k) Employee Stock Ownership PlanVerabank, Inc. 401(k) Employ…$76MBrotherhood Mutual Insurance Company 401(k) PlanBrotherhood Mutual Insurance…$76MMesser Construction Co. 401(k) Savings PlanMesser Construction Co. 401(…$76M
End-of-year total assets ($M) among Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$76M
Net Income$7M
Employer EIN942341614
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lsa Associates, Inc.)

Sponsor-wide plan assets over time

All Lsa Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$100M 13.532068041323097% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $88.2M $100M ▲ +13.5%
Year Plans Participants Total Assets
2022 2 352 $88M
2023 2 321 $97M
2024 2 315 $100M

Nearby 401(k) Plans in California

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

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust, Total assets ($B): 0.075889106 · Participants: 166Lsa Associates, Inc. Profit-Sharing and Savings Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust side-by-side with 3 peers →

Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Verabank, Inc. 401(k) Employee Stock Ownership Plan in TX ($76M); by covered participants it is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust assets move in 2023? ▼
Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust grew at a solid clip - up 11.8% during 2023, from $68M to $76M. Reported net income was $7M.
How have Lsa Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lsa Associates, Inc.'s sponsor-wide assets grew 13.5%, from $88M to $100M.
Where does Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Verabank, Inc. 401(k) Employee Stock Ownership Plan in TX ($76M, 507 participants).
Which 401(k) plans cover a similar participant headcount to Lsa Associates, Inc. Profit-Sharing and Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightways Hospice and Serious Illness Care 401(k) Plan in IL (166 participants, $9M 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 942341614.

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.