401(k) · DOL Form 5500 · 2023

Lone Star Growth Equity Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lone Star GE 401(k) · Sponsored by Lone Star Growth Equity Inc. · Texas · Retail Trade

$1M in assets, 1 participants

Lone Star Growth Equity Inc.'s Lone Star GE 401(k) reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,288 in Retail Trade (8,414 peers)

Lone Star Growth Equity Inc. multi-year trail

Lone Star Growth Equity Inc.'s plans moved +28.9% in assets from 2022 to 2024; this filing shows Lone Star GE 401(k) at $1M / 1 participant.

#3,288
in Retail Trade (8,414 peers)
+7.7%
assets growth YoY

Lone Star GE 401(k) among the smaller filed plans by assets

Lone Star GE 401(k) vs every filed plan by assets

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

$1,393,479 27th percentile higher than 27% 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

Lone Star GE 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lone Star GE 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lone Star GE 401(k) reported net income rose from -$137K in the plan year 2022 filing to $99K in the plan year 2023 filing.
  • Lone Star GE 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 872905603 · Lone Star Growth Equity Inc. PY 2023 · 401(k)

Lone Star GE 401(k) · $1M · 1 · 27th

  • 5500 $1M
  • 5500 1
  • 5500 27th
  • 5500 401(k)
  • 5500 near Black Rock 401(k) Plan
  • 5500 ind #3288

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 Retail Trade retirement plans → · Plans in Texas →

Lone Star GE 401(k) in the asset neighbourhood

Lone Star GE 401(k)$1MBlack Rock 401(k) Plan$1MCole Auto Supply, Inc. 401(k) PlanCole Auto Supply, Inc. 401(k…$1MC&a Rubber, Inc. 401(k) Plan$1MSimar Sanibel Management, Inc. 401(k) PlanSimar Sanibel Management, In…$1M
End-of-year total assets ($M) among Lone Star GE 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lone Star Growth Equity Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lone Star Growth Equity Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 28.93581702457828% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M 202220232024 $1.29M $1.67M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $2M

Lone Star Growth Equity Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$99K
Employer EIN872905603
Plan Effective Date2021-10-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lone Star GE 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lone Star GE 401(k), Total assets ($B): 0.001393479 · Participants: 1Lone Star GE 401(k)AT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lone Star GE 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lone Star GE 401(k) side-by-side with 3 peers →

Lone Star GE 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Black Rock 401(k) Plan in AZ ($1M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lone Star GE 401(k) assets move in 2023? ▼
Lone Star GE 401(k) grew at a solid clip - up 7.7% during 2023, from $1M to $1M. Reported net income was $99K.
How have Lone Star Growth Equity Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lone Star Growth Equity Inc.'s sponsor-wide assets grew 28.9%, from $1M to $2M.
Which 401(k) plans are similar in size to Lone Star GE 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Black Rock 401(k) Plan in AZ ($1M, 791 participants).
Which 401(k) plans cover a similar participant headcount to Lone Star GE 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 872905603.

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.