401(k) · DOL Form 5500 · 2023

Lcm Investments Holdings II, LLC 401(k) Plan

Data updated 2026-08-11

$95M
Total assets
5,485
Participants
91st
Percentile by assets
$17,273
Avg per participant
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Official DOL plan name: Lcm Investments Holdings II, LLC 401(k) Plan · Sponsored by Lcm Investments Holdings II, LLC · Florida · Retail Trade

$95M in assets, 5,485 participants

Lcm Investments Holdings II, LLC's Lcm Investments Holdings II, LLC 401(k) Plan reported $95M in total assets and 5,485 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,984 in Retail Trade (8,414 peers)

Coverage in Florida

Lcm Investments Holdings II, LLC 401(k) Plan covers 5,485 participants in Florida, 8.7x the typical Florida plan (state average ~628 per filing). Assets: $95M.

$95M
total plan assets (2023 EOY)
5,485
covered participants
91st
percentile by assets (of 127,072 plans)
$17,273
avg assets per participant

Where Lcm Investments Holdings II, LLC 401(k) Plan sits by total assets

Lcm Investments Holdings II, LLC 401(k) Plan vs every filed plan by assets

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

$94,744,593 Top 9% higher than 91% 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

  • Lcm Investments Holdings II, LLC 401(k) Plan reported net income rose from $11M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Lcm Investments Holdings II, LLC 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $95M in the plan year 2023 filing.
  • Lcm Investments Holdings II, LLC 401(k) Plan reported participants rose from 4,512 in the plan year 2022 filing to 5,485 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Retail Trade

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Lcm Investments Holdings II, LLC 401(k) Plan reports 5,485 participants - 8.7x that state average ($95M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$95M
Net Income$25M
Employer EIN204587299
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lcm Investments Holdings II, LLC)

$60M$80M$100M$120M$140M 202220232024 $70.2M $119M ▲ +68.8%
Total plan assets by year, all Lcm Investments Holdings II, LLC plans on file
Year Plans Participants Total Assets
2022 1 4,512 $70M
2023 1 5,485 $95M
2024 1 6,371 $119M

Nearby 401(k) Plans in Florida

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

Lcm Investments Holdings II, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lcm Investments Hold…, Total assets ($B): 0.094744593 · Participants: 5485Lcm Investments Hold…L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Lcm Investments Holdings II, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lcm Investments Holdings II, LLC 401(k) … side-by-side with 3 peers →

Scale composition for Lcm Investments Holdings II, LLC 401(k) Plan

Lcm Investments Holdings II, LLC 401(k) Plan reports $95M in end-of-year assets across 5,485 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $17,273 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $25M.

This plan identity (EIN 204587299, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $70M to $119M (+68.8%) while covered participants moved from 4,512 to 6,371 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,512 $70M Open filing
2023 5,485 $95M This page
2024 · index core 6,371 $119M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lcm Investments Holdings II, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Lcm Investments Holdings II, LLC 401(k) Plan assets move in 2023? ▼
Lcm Investments Holdings II, LLC 401(k) Plan surged - up 34.9% during 2023, from $70M to $95M. Reported net income was $25M.
How have Lcm Investments Holdings II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lcm Investments Holdings II, LLC's sponsor-wide assets grew 68.8%, from $70M to $119M.
Where does Lcm Investments Holdings II, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Lcm Investments Holdings II, LLC 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lcm Investments Holdings II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Savings Plan of Fn America, LLC in VA ($95M, 571 participants).

Next read for Lcm Investments Holdings II, LLC 401(k) …

Filing takeaways

Ways to act on Lcm Investments Holdings II, LLC 401(k) Plan's numbers.

  • By total assets, Lcm Investments Holdings II, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Lcm Investments Holdings II, LLC's sponsor-wide assets have grown 68.8% since 2022 across 3 plan years on file. More Retail 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 204587299.

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.