401(k) · DOL Form 5500 · 2023

Lyons Magnus, LLC 401(k) Plan

Data updated 2026-08-11

$50M
Total assets
961
Participants
85th
Percentile by assets
$51,666
Avg per participant
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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.

  • 85th percentile by assets (of 127,072 plans)
  • #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.

$50M
total plan assets (2023 EOY)
961
covered participants
85th
percentile by assets (of 127,072 plans)
$51,666
avg assets per participant

Where Lyons Magnus Employees' Retirement Savings Plan sits 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 $2,010,000,000 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

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 →

State
California
Industry
Wholesale Trade

Lyons Magnus Employees' Retirement Savings Plan vs the 2023 asset distribution

By assets, Lyons Magnus Employees' Retirement Savings Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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)

$46M$48M$50M$52M$54M$56M 202220232024 $48.1M $54M ▲ +12.4%
Total plan assets by year, all Lyons Magnus, LLC plans on file
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

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 Employe…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Lyons Magnus Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lyons Magnus Employees' Retirement Savin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lyons Magnus Employees' Retirement Savings Plan by total assets, not by location.

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).

Next read for Lyons Magnus Employees' Retirement Savin…

Scale reading

Ways to act on Lyons Magnus Employees' Retirement Savings Plan's numbers.

  • By total assets, Lyons Magnus Employees' Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Lyons Magnus, LLC's sponsor-wide assets have grown 12.4% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.