401(k) · DOL Form 5500 · 2024

Lyon & Billard 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 76
Participants Small participant base: 44th
Percentile by assets National rank: $75,705
Avg per participant Below avg balance/head

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Official DOL plan name: Lyon & Billard 401(k) Plan · Sponsored by Lyon & Billard · Connecticut · Retail Trade

$6M in assets, 76 participants

Lyon & Billard's Lyon & Billard 401(k) Plan reported $6M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

#4,449 in Retail Trade (8,048 peers)

Lyon & Billard multi-year trail

Lyon & Billard's plans moved +32.8% in assets from 2022 to 2024; this filing shows Lyon & Billard 401(k) Plan at $6M / 76 participants.

#4,449
in Retail Trade (8,048 peers): +9.5%
assets growth YoY

Lyon & Billard 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Lyon & Billard 401(k) Plan vs every filed plan by assets

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

$5,753,558 44th percentile higher than 44% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lyon & Billard 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lyon & Billard 401(k) Plan is a small filing (76 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lyon & Billard 401(k) Plan reported net income fell from $922K in the plan year 2023 filing to $500K in the plan year 2024 filing.
Lyon & Billard 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Lyon & Billard 401(k) Plan reported participants fell from 78 in the plan year 2023 filing to 76 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060435120 · Lyon & Billard PY 2024 · 401(k)

Lyon & Billard 401(k) Plan · $6M · 76 · 44th

5500 $6M
5500 76
5500 44th
5500 401(k)
5500 near Solero Technologies Shelby, LLC Retirement Savings Plan
5500 ind #4449

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 Connecticut →

End-of-year total assets ($M) among Lyon & Billard 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lyon & Billard multi-year asset trail

Latest sponsor-wide plan assets: $6M 32.827270420760506% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	82	$4M
2023	1	78	$5M
2024	1	76	$6M

Lyon & Billard filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$500K
Employer EIN	060435120
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Lyon & Billard 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Lyon & Billard 401(k) Plan side-by-side with 3 peers →

Lyon & Billard 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Solero Technologies Shelby, LLC Retirement Savings Plan in NC ($6M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Solero Technologies Shelby, LLC Retirement Savings Plan (NC) $6M · 151
Wermer, Rogers, Doran & Ruzon 401(k) Profit Sharing Plan (IL) $6M · 21
Jc Licht 401(k) Plan (IL) $6M · 237
Kros-Wise 401(k) Profit Sharing Plan & Trust (CA) $6M · 142

Similar participant headcount

Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.

Maxalea, Inc. 401(k) Plan (MD) 76 · 0 off
Conceptions Reproductive Associates 401(k) Plan (CO) 76 · 0 off
Generations Bank 401(k) Plan (NY) 76 · 0 off
Ursuline Academy Dedham 401(k) Plan (MA) 76 · 0 off

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 Lyon & Billard 401(k) Plan assets move in 2024? ▼

Lyon & Billard 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $5M to $6M. Reported net income was $500K.

How have Lyon & Billard plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lyon & Billard's sponsor-wide assets grew 32.8%, from $4M to $6M.

Which 401(k) plans are similar in size to Lyon & Billard 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Solero Technologies Shelby, LLC Retirement Savings Plan in NC ($6M, 151 participants).

Which 401(k) plans cover a similar participant headcount to Lyon & Billard 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Maxalea, Inc. 401(k) Plan in MD (76 participants, N/A 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 060435120.