401(k) · DOL Form 5500 · 2024
Lipman Brothers LLC 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 405
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $84,789
- Avg per participant Below avg balance/head
Official DOL plan name: Lipman Brothers LLC Savings Plan · Sponsored by Lipman Brothers LLC · Tennessee · Wholesale Trade
$34M in assets, 405 participants
Lipman Brothers LLC's Lipman Brothers LLC Savings Plan reported $34M in total assets and 405 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,781 in Wholesale Trade (6,080 peers)
Coverage in Tennessee
Lipman Brothers LLC Savings Plan covers 405 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.
- #4,781
- in Wholesale Trade (6,080 peers)
- +15.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lipman Brothers LLC Savings Plan's outsized position by total assets
Lipman Brothers LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,339,391 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lipman Brothers LLC Savings 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. Lipman Brothers LLC Savings Plan sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lipman Brothers LLC Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Lipman Brothers LLC Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $34M in the plan year 2024 filing.
DOL schedule card
Filing strip 620759627 · Lipman Brothers LLC PY 2024 · 401(k)
Lipman Brothers LLC Savings Plan · $34M · 405 · 79th
- EBSA $34M
- EBSA 405
- EBSA 79th
- EBSA 401(k)
- EBSA near Adams Bank & Trust 401(k) Plan
- EBSA ind #4781
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 Wholesale Trade retirement plans → · Plans in Tennessee →
Lipman Brothers LLC Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 620759627 |
| Plan Effective Date | 1971-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lipman Brothers LLC)
Sponsor-wide plan assets over time
All Lipman Brothers LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 31.440385962361834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $26M |
| 2023 | 1 | 405 | $30M |
| 2024 | 1 | 405 | $34M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Lipman Brothers LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Adams Bank & Trust 401(k) Plan in NE ($34M); by covered participants it is Bedford Industries, Inc. Salary Savings Plan in MN (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (405 participants); asset peers above are excluded.
- Bedford Industries, Inc. Salary Savings Plan (MN) 405 · 0 off
- Link Engineering Company Tax Deferred Savings Plan-401(k) (MI) 405 · 0 off
- Houston Zoo Employees' 401(k) Plan (TX) 405 · 0 off
- 403(b) Thrift Plan for Employees of Valleylife (AZ) 405 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.