401(k) · DOL Form 5500 · 2024

Lord & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
190
Participants Below avg headcount
56th
Percentile by assets National rank
$52,333
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lord & Sons, Inc. 401(k) Plan · Sponsored by Lord & Sons, Inc. · California · Construction

$10M in assets, 190 participants

Lord & Sons, Inc.'s Lord & Sons, Inc. 401(k) Plan reported $10M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #4,880 in Construction (9,039 peers)

Coverage in California

Lord & Sons, Inc. 401(k) Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $10M.

#4,880
in Construction (9,039 peers)
+10.4%
assets growth YoY

Lord & Sons, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Lord & Sons, Inc. 401(k) Plan vs every filed plan by assets

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

$9,943,213 Top 44% higher than 56% 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

Lord & Sons, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lord & Sons, Inc. 401(k) Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lord & Sons, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $936K in the plan year 2024 filing.
  • Lord & Sons, Inc. 401(k) Plan reported participants rose from 169 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Lord & Sons, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 941751726 · Lord & Sons, Inc. PY 2024 · 401(k)

Lord & Sons, Inc. 401(k) Plan · $10M · 190 · 56th

  • TYPE $10M
  • TYPE 190
  • TYPE 56th
  • TYPE 401(k)
  • TYPE near Futura Corporation Savings Plan
  • TYPE ind #4880

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 Construction retirement plans → · Plans in California →

Lord & Sons, Inc. 401(k) Plan in the asset neighbourhood

Lord & Sons, Inc. 401(k) Plan$10MFutura Corporation Savings PlanFutura Corporation Savings P…$10MStateline Community Bancshares Inc. Employee Stock Ownership Plan with 401(k) ProvisionsStateline Community Bancshar…$10MMwi, Inc. 401(k) Plan$10MHandcraft Cleaners & Launderers, Inc. 401(k) PlanHandcraft Cleaners & Launder…$10M
End-of-year total assets ($M) among Lord & Sons, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$936K
Employer EIN941751726
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lord & Sons, Inc.)

Sponsor-wide plan assets over time

All Lord & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.648064502898844% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.85M $9.94M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 153 $8M
2023 1 169 $9M
2024 1 190 $10M

Nearby 401(k) Plans in California

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

Lord & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lord & Sons, Inc. 401(k) Plan, Total assets ($B): 0.009943213 · Participants: 190Lord & Sons, Inc. 401(k) PlanGoogle 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
Lord & Sons, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lord & Sons, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Futura Corporation Savings Plan in ID ($10M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Lord & Sons, Inc. 401(k) Plan assets move in 2024? ▼
Lord & Sons, Inc. 401(k) Plan grew at a solid clip - up 10.4% during 2024, from $9M to $10M. Reported net income was $936K.
How have Lord & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lord & Sons, Inc.'s sponsor-wide assets grew 26.6%, from $8M to $10M.
Which 401(k) plans are similar in size to Lord & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Futura Corporation Savings Plan in ID ($10M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Lord & Sons, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 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 941751726.

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.