401(k) · DOL Form 5500 · 2023

Lionel, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
116
Participants Small participant base
51st
Percentile by assets National rank
$61,268
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lionel, LLC Retirement and Savings Plan · Sponsored by Lionel, LLC · North Carolina · Manufacturing

$7M in assets, 116 participants

Lionel, LLC's Lionel, LLC Retirement and Savings Plan reported $7M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,676 in Manufacturing (18,722 peers)

Coverage in North Carolina

Lionel, LLC Retirement and Savings Plan covers 116 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#6,676
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY

Lionel, LLC Retirement and Savings Plan's mid-pack asset rank among Manufacturing and all filers

Lionel, LLC Retirement and Savings Plan vs every filed plan by assets

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

$7,107,089 Top 49% higher than 51% 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

Lionel, LLC Retirement and 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. Lionel, LLC Retirement and Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lionel, LLC Retirement and Savings Plan reported net income rose from -$772K in the plan year 2022 filing to $749K in the plan year 2023 filing.
  • Lionel, LLC Retirement and Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lionel, LLC Retirement and Savings Plan reported participants fell from 127 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133850060 · Lionel, LLC PY 2023 · 401(k)

Lionel, LLC Retirement and Savings Plan · $7M · 116 · 51st

  • TYPE $7M
  • NET 116
  • BOOK 51st
  • VS-ST 401(k)
  • BOY near Saunders & Associates, LLC 401(k) Profit Sharing Plan
  • SCH ind #6676

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 Manufacturing retirement plans → · Plans in North Carolina →

Lionel, LLC Retirement and Savings Plan in the asset neighbourhood

Lionel, LLC Retirement and Savings PlanLionel, LLC Retirement and S…$7MSaunders & Associates, LLC 401(k) Profit Sharing PlanSaunders & Associates, LLC 4…$7MBrownstone Group, Inc. 401(k) PlanBrownstone Group, Inc. 401(k…$7MHpg, LLC 401 (K) Retirement PlanHpg, LLC 401 (K) Retirement …$7MGully Icx 401(k) Plan$7M
End-of-year total assets ($M) among Lionel, LLC Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$749K
Employer EIN133850060
Plan Effective Date1986-04-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Lionel, LLC)

Sponsor-wide plan assets over time

All Lionel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 10.029158196665101% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.36M $7M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 127 $6M
2023 1 116 $7M
2024 1 106 $7M

Nearby 401(k) Plans in North Carolina

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

Lionel, LLC Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lionel, LLC Retirement and Savings Plan, Total assets ($B): 0.007107089 · Participants: 116Lionel, LLC Retirement and Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Lionel, LLC Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lionel, LLC Retirement and Savings Plan side-by-side with 3 peers →

Lionel, LLC Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Saunders & Associates, LLC 401(k) Profit Sharing Plan in AZ ($7M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Lionel, LLC Retirement and Savings Plan assets move in 2023? ▼
Lionel, LLC Retirement and Savings Plan grew at a solid clip - up 11.8% during 2023, from $6M to $7M. Reported net income was $749K.
How have Lionel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lionel, LLC's sponsor-wide assets grew 10.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Lionel, LLC Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saunders & Associates, LLC 401(k) Profit Sharing Plan in AZ ($7M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Lionel, LLC Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 133850060.

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.