401(k) · DOL Form 5500 · 2023

Lyons Magnus, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
961
Participants Near avg headcount
85th
Percentile by assets National rank
$51,666
Avg per participant Low balance/head
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Official DOL plan name: Lyons Magnus Employees' Retirement Savings Plan · Sponsored by Lyons Magnus, LLC · California · Wholesale Trade

$50M in assets, 961 participants

Lyons Magnus, LLC's Lyons Magnus Employees' Retirement Savings Plan reported $50M in total assets and 961 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,468 in Wholesale Trade (6,309 peers)

Where Lyons Magnus Employees' Retirement Savings Plan sits by assets

Lyons Magnus Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $50M for 961 participants (~$51,666/participant), up 3.3% in 2023.

#5,468
in Wholesale Trade (6,309 peers)
+3.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lyons Magnus Employees' Retirement Savings Plan's outsized position by total assets

Lyons Magnus Employees' Retirement Savings Plan vs every filed plan by assets

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

$49,650,979 Top 15% higher than 85% 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

Lyons Magnus Employees' Retirement Savings 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. Lyons Magnus Employees' Retirement Savings Plan sits mid-pack in the medium band (961 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lyons Magnus Employees' Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lyons Magnus Employees' Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Lyons Magnus Employees' Retirement Savings Plan reported participants fell from 979 in the plan year 2022 filing to 961 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822966358 · Lyons Magnus, LLC PY 2023 · 401(k)

Lyons Magnus Employees' Retirement Savings Plan · $50M · 961 · 85th

  • IND $50M
  • IND 961
  • IND 85th
  • IND 401(k)
  • IND near Iqnavigator, Inc 401(k) Plan
  • IND ind #5468

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 Wholesale Trade retirement plans → · Plans in California →

Lyons Magnus Employees' Retirement Savings Plan in the asset neighbourhood

Vector North America, Inc. 401(k) PlanVector North America, Inc. 4…$50MLyons Magnus Employees' Retirement Savings PlanLyons Magnus Employees' Reti…$50MIqnavigator, Inc 401(k) Plan$50MMurex North America 401(k) PlanMurex North America 401(k) P…$50MLearn It Systems, LLC 401(k) PlanLearn It Systems, LLC 401(k)…$50M
End-of-year total assets ($M) among Lyons Magnus Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$50M
Net Income$2M
Employer EIN822966358
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyons Magnus, LLC)

Sponsor-wide plan assets over time

All Lyons Magnus, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 12.38252058380649% vs 2022
2024 filing year
$46M$48M$50M$52M$54M$56M 202220232024 $48.1M $54M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 979 $48M
2023 1 961 $50M
2024 1 1,069 $54M

Nearby 401(k) Plans in California

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

Lyons Magnus Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Lyons Magnus Employees' Retirement Savings Plan, Total assets ($B): 0.049650979 · Participants: 961Lyons Magnus Employees' Retirement Savings PlanWells 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
Lyons Magnus Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lyons Magnus Employees' Retirement Savings Plan side-by-side with 3 peers →

Lyons Magnus Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Iqnavigator, Inc 401(k) Plan in FL ($50M); by covered participants it is City Year 401(k) Savings Plan in MA (961 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (961 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 Lyons Magnus Employees' Retirement Savings Plan assets move in 2023? ▼
Lyons Magnus Employees' Retirement Savings Plan edged up modestly - up 3.3% during 2023, from $48M to $50M. Reported net income was $2M.
How have Lyons Magnus, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyons Magnus, LLC's sponsor-wide assets grew 12.4%, from $48M to $54M.
Where does Lyons Magnus Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Lyons Magnus Employees' Retirement Savings Plan ranks in the 85th 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 Lyons Magnus Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iqnavigator, Inc 401(k) Plan in FL ($50M, 463 participants).
Which 401(k) plans cover a similar participant headcount to Lyons Magnus Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is City Year 401(k) Savings Plan in MA (961 participants, $71M 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 822966358.

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.