401(k) · DOL Form 5500 · 2024

Lowery Thomas LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
41st
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Lowery Thomas LLC · California · Finance & Insurance

$5M in assets, 2 participants

Lowery Thomas LLC's Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,357 in Finance & Insurance (8,549 peers)

Lowery Thomas LLC multi-year trail

Lowery Thomas LLC's plans moved +57.1% in assets from 2022 to 2024; this filing shows Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust at $5M / 2 participants.

#2,357
in Finance & Insurance (8,549 peers)
+29.4%
assets growth YoY

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,752,638 41st percentile higher than 41% 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

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $648K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134225132 · Lowery Thomas LLC PY 2024 · 401(k)

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust · $5M · 2 · 41st

  • TYPE $5M
  • TYPE 2
  • TYPE 41st
  • TYPE 401(k)
  • TYPE near P. Graham Dunn, Inc. 401(k) Plan
  • TYPE ind #2357

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 Finance & Insurance retirement plans → · Plans in California →

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lowery Thomas LLC 401(k) Profit Sharing Plan & TrustLowery Thomas LLC 401(k) Pro…$5MP. Graham Dunn, Inc. 401(k) PlanP. Graham Dunn, Inc. 401(k) …$5MGreen Valley Grocery 401(k) Retirement PlanGreen Valley Grocery 401(k) …$5MTighe Warehousing & Distribution, Inc. 401(k) Profit Sharing PlanTighe Warehousing & Distribu…$5MArbitech 401(k) Plan$5M
End-of-year total assets ($M) among Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lowery Thomas LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lowery Thomas LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 57.075496173947016% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.03M $4.75M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $4M
2024 1 2 $5M

Lowery Thomas LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN134225132
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004752638 · Participants: 2Lowery Thomas LLC 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is P. Graham Dunn, Inc. 401(k) Plan in OH ($5M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 29.4% during 2024, from $4M to $5M. Reported net income was $1M.
How have Lowery Thomas LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowery Thomas LLC's sponsor-wide assets grew 57.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is P. Graham Dunn, Inc. 401(k) Plan in OH ($5M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Lowery Thomas LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 134225132.

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.