401(k) · DOL Form 5500 · 2023

Ldv, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
668
Participants Below avg headcount
89th
Percentile by assets National rank
$107,930
Avg per participant Below avg balance/head
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Official DOL plan name: Lynch Companies 401(k) Savings Plan · Sponsored by Ldv, Inc. · Wisconsin · Manufacturing

$72M in assets, 668 participants

Ldv, Inc.'s Lynch Companies 401(k) Savings Plan reported $72M in total assets and 668 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,628 in Manufacturing (18,722 peers)

Where Lynch Companies 401(k) Savings Plan sits by assets

Lynch Companies 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $72M for 668 participants (~$107,930/participant), up 27.8% in 2023.

#15,628
in Manufacturing (18,722 peers)
+27.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lynch Companies 401(k) Savings Plan's outsized position by total assets

Lynch Companies 401(k) Savings Plan vs every filed plan by assets

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

$72,097,173 Top 11% higher than 89% 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

Lynch Companies 401(k) 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. Lynch Companies 401(k) Savings Plan sits mid-pack in the medium band (668 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lynch Companies 401(k) Savings Plan reported net income rose from $9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Lynch Companies 401(k) Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Lynch Companies 401(k) Savings Plan reported participants rose from 623 in the plan year 2022 filing to 668 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391281237 · Ldv, Inc. PY 2023 · 401(k)

Lynch Companies 401(k) Savings Plan · $72M · 668 · 89th

  • PART $72M
  • PART 668
  • PART 89th
  • PART 401(k)
  • PART near Horton Holding, Inc. Retirement Savings Plan
  • PART ind #15628

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 Wisconsin →

Lynch Companies 401(k) Savings Plan in the asset neighbourhood

Royal Realty Corporation Employees 401(k) PlanRoyal Realty Corporation Emp…$72MLynch Companies 401(k) Savings PlanLynch Companies 401(k) Savin…$72MHorton Holding, Inc. Retirement Savings PlanHorton Holding, Inc. Retirem…$72MCity Furniture Profit Sharing PlanCity Furniture Profit Sharin…$72MPointclickcare Technologies USA Corp. 401(k) PlanPointclickcare Technologies …$72M
End-of-year total assets ($M) among Lynch Companies 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$72M
Net Income$16M
Employer EIN391281237
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ldv, Inc.)

Sponsor-wide plan assets over time

All Ldv, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 41.71041769209401% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.4M $80M ▲ +41.7%
Year Plans Participants Total Assets
2022 1 623 $56M
2023 1 668 $72M
2024 1 689 $80M

Nearby 401(k) Plans in Wisconsin

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

Lynch Companies 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Lynch Companies 401(k) Savings Plan, Total assets ($B): 0.072097173 · Participants: 668Lynch Companies 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Lynch Companies 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Lynch Companies 401(k) Savings Plan side-by-side with 3 peers →

Lynch Companies 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Horton Holding, Inc. Retirement Savings Plan in MN ($72M); by covered participants it is Iconex 401(k) Plan in GA (668 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (668 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 Lynch Companies 401(k) Savings Plan assets move in 2023? ▼
Lynch Companies 401(k) Savings Plan grew sharply - up 27.8% during 2023, from $56M to $72M. Reported net income was $16M.
How have Ldv, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ldv, Inc.'s sponsor-wide assets grew 41.7%, from $56M to $80M.
Where does Lynch Companies 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Lynch Companies 401(k) Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lynch Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horton Holding, Inc. Retirement Savings Plan in MN ($72M, 409 participants).
Which 401(k) plans cover a similar participant headcount to Lynch Companies 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iconex 401(k) Plan in GA (668 participants, $29M 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 391281237.

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.