401(k) · DOL Form 5500 · 2024

Lloyd Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
137
Participants Small participant base
34th
Percentile by assets National rank
$21,304
Avg per participant Low balance/head
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Official DOL plan name: Lloyd Management Retirement Savings Plan · Sponsored by Lloyd Management, Inc. · Minnesota · Real Estate

$3M in assets, 137 participants

Lloyd Management, Inc.'s Lloyd Management Retirement Savings Plan reported $3M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,456 in Real Estate (4,605 peers)

Coverage in Minnesota

Lloyd Management Retirement Savings Plan covers 137 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#2,456
in Real Estate (4,605 peers)
+15.3%
assets growth YoY

Lloyd Management Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Lloyd Management Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,918,584 34th percentile higher than 34% of 123,620 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 2024

Lloyd Management Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lloyd Management Retirement Savings Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lloyd Management Retirement Savings Plan reported net income fell from $574K in the plan year 2023 filing to $387K in the plan year 2024 filing.
  • Lloyd Management Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lloyd Management Retirement Savings Plan reported participants fell from 145 in the plan year 2023 filing to 137 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411841311 · Lloyd Management, Inc. PY 2024 · 401(k)

Lloyd Management Retirement Savings Plan · $3M · 137 · 34th

  • 5500 $3M
  • 5500 137
  • 5500 34th
  • 5500 401(k)
  • 5500 near Marathon Companies Savings Plan
  • 5500 ind #2456

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 Real Estate retirement plans → · Plans in Minnesota →

Lloyd Management Retirement Savings Plan in the asset neighbourhood

Lloyd Management Retirement Savings PlanLloyd Management Retirement …$3MMarathon Companies Savings PlanMarathon Companies Savings P…$3MSportsmed Pt LLC 401(k) Profit Sharing PlanSportsmed Pt LLC 401(k) Prof…$3M403(b) Thrift Plan of Community Health and Social Services Center, Inc.403(b) Thrift Plan of Commun…$3MRoofing Products International, Inc. Employees' Retirement PlanRoofing Products Internation…$3M
End-of-year total assets ($M) among Lloyd Management Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$387K
Employer EIN411841311
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lloyd Management, Inc.)

Sponsor-wide plan assets over time

All Lloyd Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 49.15787128176509% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.96M $2.92M ▲ +49.0%
Year Plans Participants Total Assets
2022 1 147 $2M
2023 1 145 $3M
2024 1 137 $3M

Nearby 401(k) Plans in Minnesota

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

Lloyd Management Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Lloyd Management Retirement Savings Plan, Total assets ($B): 0.002918584 · Participants: 137Lloyd Management Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Lloyd Management Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lloyd Management Retirement Savings Plan side-by-side with 3 peers →

Lloyd Management Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Marathon Companies Savings Plan in NY ($3M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lloyd Management Retirement Savings Plan assets move in 2024? ▼
Lloyd Management Retirement Savings Plan grew sharply - up 15.3% during 2024, from $3M to $3M. Reported net income was $387K.
How have Lloyd Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd Management, Inc.'s sponsor-wide assets grew 49.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Lloyd Management Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marathon Companies Savings Plan in NY ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd Management Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411841311.

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.