401(k) · DOL Form 5500 · 2024

LIONAKIS 401(k) Plan

Data updated 2026-08-11

$48M
Total assets
185
Participants
84th
Percentile by assets
$258,209
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Lionakis 401(k) Plan · Sponsored by LIONAKIS · California · Professional & Technical Services

$48M in assets, 185 participants

LIONAKIS's Lionakis 401(k) Plan reported $48M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 123,622 plans)
  • #17,024 in Professional & Technical Services (20,173 peers)

Coverage in California

Lionakis 401(k) Plan covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $48M.

$48M
total plan assets (2024 EOY)
185
covered participants
84th
percentile by assets (of 123,622 plans)
$258,209
avg assets per participant

Where Lionakis 401(k) Plan sits by total assets

Lionakis 401(k) Plan vs every filed plan by assets

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

$47,768,609 Top 16% higher than 84% 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

  • Lionakis 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lionakis 401(k) Plan reported participants rose from 165 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Lionakis 401(k) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Lionakis 401(k) Plan reports 185 participants - about 29% of that state average ($48M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$48M
Net Income$3M
Employer EIN680397596
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LIONAKIS)

$35M$40M$45M$50M 202220232024 $37.8M $47.8M ▲ +26.3%
Total plan assets by year, all LIONAKIS plans on file
Year Plans Participants Total Assets
2022 1 168 $38M
2023 1 165 $45M
2024 1 185 $48M

Nearby 401(k) Plans in California

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

Lionakis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lionakis 401(k) Plan, Total assets ($B): 0.047768609 · Participants: 185Lionakis 401(k) PlanGoogle LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Lionakis 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lionakis 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Lionakis 401(k) Plan assets move in 2024? ▼
Lionakis 401(k) Plan grew at a solid clip - up 6.3% during 2024, from $45M to $48M. Reported net income was $3M.
How have LIONAKIS plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), LIONAKIS's sponsor-wide assets grew 26.3%, from $38M to $48M.
Where does Lionakis 401(k) Plan rank by assets among Form 5500 filers? ▼
Lionakis 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lionakis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is H. Betti Industries 401(k) Savings Plan in NJ ($48M, 351 participants).

Next read for Lionakis 401(k) Plan

Filing takeaways

Ways to act on Lionakis 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 680397596.

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.