401(k) · DOL Form 5500 · 2024

Lounsbury & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
69
Participants Small participant base
44th
Percentile by assets National rank
$79,827
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lounsbury & Associates, Inc. 401(k) Plan · Sponsored by Lounsbury & Associates, Inc. · Alaska · Professional & Technical Services

$6M in assets, 69 participants

Lounsbury & Associates, Inc.'s Lounsbury & Associates, Inc. 401(k) Plan reported $6M in total assets and 69 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.

  • #8,354 in Professional & Technical Services (20,173 peers)

Lounsbury & Associates, Inc. multi-year trail

Lounsbury & Associates, Inc.'s plans moved +42.3% in assets from 2022 to 2024; this filing shows Lounsbury & Associates, Inc. 401(k) Plan at $6M / 69 participants.

#8,354
in Professional & Technical Services (20,173 peers)
+18.0%
assets growth YoY

Lounsbury & Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lounsbury & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$5,508,074 44th percentile higher than 44% 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

Lounsbury & Associates, Inc. 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. Lounsbury & Associates, Inc. 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lounsbury & Associates, Inc. 401(k) Plan reported participants rose from 46 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Lounsbury & Associates, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lounsbury & Associates, Inc. 401(k) Plan reported net income rose from $796K in the plan year 2023 filing to $842K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 920088982 · Lounsbury & Associates, Inc. PY 2024 · 401(k)

Lounsbury & Associates, Inc. 401(k) Plan · $6M · 69 · 44th

  • TYPE $6M
  • TYPE 69
  • TYPE 44th
  • TYPE 401(k)
  • TYPE near Westan Insurance Group 401(k) Plan
  • TYPE ind #8354

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 Professional & Technical Services retirement plans → · Plans in Alaska →

Lounsbury & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lounsbury & Associates, Inc. 401(k) PlanLounsbury & Associates, Inc.…$6MWestan Insurance Group 401(k) PlanWestan Insurance Group 401(k…$6MEnergized Electric, Inc. 401(k) Profit Sharing PlanEnergized Electric, Inc. 401…$6MThe Cleveland-Cliffs Steel Corporation Thrift Plan BThe Cleveland-Cliffs Steel C…$6MFinch Therapeutics Group, Inc 401(k) PlanFinch Therapeutics Group, In…$6M
End-of-year total assets ($M) among Lounsbury & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lounsbury & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lounsbury & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 42.30509979178987% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.87M $5.51M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 37 $4M
2023 1 46 $5M
2024 1 69 $6M

Lounsbury & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$842K
Employer EIN920088982
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Lounsbury & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Lounsbury & Associates, Inc. 401(k) Plan, Total assets ($B): 0.005508074 · Participants: 69Lounsbury & Associates, Inc. 401(k) PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.494164492 · Participants: 15504Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.691328589 · Participants: 10917Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.58939182 · Participants: 5189Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.479807729 · Participants: 5230Bristol Bay Native Corporation 401(k) Savings PlanChenega Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.451431857 · Participants: 7277Chenega Corporation 401(k) Profit Sharing Plan and Trust
Lounsbury & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Lounsbury & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Lounsbury & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is Westan Insurance Group 401(k) Plan in TN ($6M); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Lounsbury & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Lounsbury & Associates, Inc. 401(k) Plan grew sharply - up 18.0% during 2024, from $5M to $6M. Reported net income was $842K.
How have Lounsbury & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lounsbury & Associates, Inc.'s sponsor-wide assets grew 42.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Lounsbury & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westan Insurance Group 401(k) Plan in TN ($6M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Lounsbury & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants, $2M 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 920088982.

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.