401(k) · DOL Form 5500 · 2024

Lowry & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
40th
Percentile by assets National rank
$136,674
Avg per participant Near avg balance/head
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Official DOL plan name: Lowry & Associates 401(k) Plan · Sponsored by Lowry & Associates, Inc. · North Carolina · Finance & Insurance

$5M in assets, 33 participants

Lowry & Associates, Inc.'s Lowry & Associates 401(k) Plan reported $5M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,298 in Finance & Insurance (8,549 peers)

Lowry & Associates, Inc. multi-year trail

Lowry & Associates, Inc.'s plans moved +34.8% in assets from 2022 to 2024; this filing shows Lowry & Associates 401(k) Plan at $5M / 33 participants.

#2,298
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY

Lowry & Associates 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Lowry & Associates 401(k) Plan vs every filed plan by assets

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

$4,510,251 40th percentile higher than 40% 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

Lowry & Associates 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. Lowry & Associates 401(k) Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lowry & Associates 401(k) Plan reported net income fell from $691K in the plan year 2023 filing to $473K in the plan year 2024 filing.
  • Lowry & Associates 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Lowry & Associates 401(k) Plan reported participants fell from 34 in the plan year 2023 filing to 33 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561859478 · Lowry & Associates, Inc. PY 2024 · 401(k)

Lowry & Associates 401(k) Plan · $5M · 33 · 40th

  • TYPE $5M
  • NET 33
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near The Early Learning Coalition 401(k) Psp
  • SCH ind #2298

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 North Carolina →

Lowry & Associates 401(k) Plan in the asset neighbourhood

Lowry & Associates 401(k) PlanLowry & Associates 401(k) Pl…$5MThe Early Learning Coalition 401(k) PspThe Early Learning Coalition…$5MPlanned Parenthood Association of Utah 403(b) PlanPlanned Parenthood Associati…$5MImbert International, Inc. 401(k) Profit Sharing PlanImbert International, Inc. 4…$5MBallard Employees' 401(k) Retirement PlanBallard Employees' 401(k) Re…$5M
End-of-year total assets ($M) among Lowry & Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lowry & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 34.783746881244795% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.35M $4.51M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 33 $3M
2023 1 34 $4M
2024 1 33 $5M

Lowry & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$473K
Employer EIN561859478
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Lowry & Associates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Lowry & Associates 401(k) Plan, Total assets ($B): 0.004510251 · Participants: 33Lowry & Associates 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Lowry & Associates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lowry & Associates 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Early Learning Coalition 401(k) Psp in FL ($5M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Lowry & Associates 401(k) Plan assets move in 2024? ▼
Lowry & Associates 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $4M to $5M. Reported net income was $473K.
How have Lowry & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowry & Associates, Inc.'s sponsor-wide assets grew 34.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Lowry & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Early Learning Coalition 401(k) Psp in FL ($5M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Lowry & Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 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 561859478.

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.