401(k) · DOL Form 5500 · 2024

Lowry & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$5M
Total assets
33
Participants
40th
Percentile by assets
$136,674
Avg per participant
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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.

  • 40th percentile by assets (of 123,622 plans)
  • #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.

$5M
total plan assets (2024 EOY)
33
covered participants
40th
percentile by assets (of 123,622 plans)
$136,674
avg assets per participant

Where Lowry & Associates 401(k) Plan sits by total assets

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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Finance & Insurance

Lowry & Associates, Inc. across 3 plan years on file

Across the 3 plan years Lowry & Associates, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $5M, a gain of 34.8%, while reported participants moved from 33 to 33 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($3M).

Lowry & Associates, Inc. multi-year asset trail

$3M$3.5M$4M$4.5M$5M 202220232024 $3.35M $4.51M ▲ +34.6%
Total plan assets by year, all Lowry & Associates, Inc. plans on file
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 ($B) Participants Lowry & Associates 4…, Total assets ($B): 0.004510251 · Participants: 33Lowry & Associates 4…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lowry & Associates 401(k) Plan by total assets, not by location.

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).

Next read for Lowry & Associates 401(k) Plan

Multi-year trail

Ways to act on Lowry & Associates 401(k) Plan's numbers.

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.