401(k) · DOL Form 5500 · 2023
Lcm Investments Holdings II, LLC 401(k) Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 5,485
- Participants Above avg headcount
- 91st
- Percentile by assets National rank
- $17,273
- Avg per participant Low balance/head
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.
- #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.
- #7,984
- in Retail Trade (8,414 peers)
- +34.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Lcm Investments Holdings II, LLC 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lcm Investments Holdings II, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lcm Investments Holdings II, LLC 401(k) Plan lands in the large band (5,485 participants).
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.
Form 5500 schedule snapshot
Filing strip 204587299 · Lcm Investments Holdings II, LLC PY 2023 · 401(k)
Lcm Investments Holdings II, LLC 401(k) Plan · $95M · 5,485 · 91st
- TYPE $95M
- NET 5,485
- BOOK 91st
- VS-ST 401(k)
- BOY near Employees' Savings Plan of Fn America, LLC
- SCH ind #7984
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 Florida →
Lcm Investments Holdings II, LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $25M |
| Employer EIN | 204587299 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lcm Investments Holdings II, LLC)
Sponsor-wide plan assets over time
All Lcm Investments Holdings II, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 68.78818826391392% vs 2022
- 2024 filing year
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
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:
- Lcm Investments Holdings II, LLC 401(k) Plan (401(k), $119M, 6,371 participants)
Lcm Investments Holdings II, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Employees' Savings Plan of Fn America, LLC in VA ($95M); by covered participants it is Keysight Technologies, Inc. 401(k) Plan in CA (5,483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,485 participants); asset peers above are excluded.
- Keysight Technologies, Inc. 401(k) Plan (CA) 5,483 · 2 off
- Sia Retirement Plan (IN) 5,489 · 4 off
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) 5,480 · 5 off
- Arcadis U.S., Inc. Retirement Savings Plan (CO) 5,491 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.