401(k) · DOL Form 5500 · 2023
L & M Supply, Inc. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 619
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $56,748
- Avg per participant Low balance/head
Official DOL plan name: L & M Supply Retirement Savings Plan · Sponsored by L & M Supply, Inc. · Minnesota · Retail Trade
$35M in assets, 619 participants
L & M Supply, Inc.'s L & M Supply Retirement Savings Plan reported $35M in total assets and 619 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,508 in Retail Trade (8,414 peers)
Where L & M Supply Retirement Savings Plan sits by assets
L & M Supply Retirement Savings Plan sits in the top quartile of all filed plans by assets, $35M for 619 participants (~$56,748/participant), up 15.2% in 2023.
- #7,508
- in Retail Trade (8,414 peers)
- +15.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
L & M Supply Retirement Savings Plan's outsized position by total assets
L & M Supply Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,126,917 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
L & M Supply Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. L & M Supply Retirement Savings Plan sits mid-pack in the medium band (619 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- L & M Supply Retirement Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- L & M Supply Retirement Savings Plan reported participants rose from 537 in the plan year 2022 filing to 619 in the plan year 2023 filing.
- L & M Supply Retirement Savings Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.
DOL schedule card
Filing strip 410856419 · L & M Supply, Inc. PY 2023 · 401(k)
L & M Supply Retirement Savings Plan · $35M · 619 · 81st
- SCH $35M
- EBSA 619
- PART 81st
- TYPE 401(k)
- NET near Chickasaw Nation Industries, Inc. 401(k) Plan
- BOOK ind #7508
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 Retail Trade retirement plans → · Plans in Minnesota →
L & M Supply Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $5M |
| Employer EIN | 410856419 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L & M Supply, Inc.)
Sponsor-wide plan assets over time
All L & M Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 32.397986338072656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 537 | $30M |
| 2023 | 1 | 619 | $35M |
| 2024 | 1 | 695 | $40M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
L & M Supply Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Chickasaw Nation Industries, Inc. 401(k) Plan in OK ($35M); by covered participants it is The Southern Devall Group 401(k) Plan in TN (619 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Chickasaw Nation Industries, Inc. 401(k) Plan (OK) $35M · 175
- Schulte Hospitality Group, Inc. 401(k) Plan (KY) $35M · 6,039
- Bp Directsave Plan (TX) $35M · N/A
- Homestead Funding Corp. 401(k) Plan (NY) $35M · 324
Similar participant headcount
Nearest other-state filings by covered participants (619 participants); asset peers above are excluded.
- The Southern Devall Group 401(k) Plan (TN) 619 · 0 off
- Lee's Marketplace, Inc. 401(k) Profit Sharing Plan (UT) 619 · 0 off
- Cortec Precision Sheetmetal Inc. 401(k) Plan (CA) 619 · 0 off
- Remington Seeds, LLC. 401(k) Plan (IN) 619 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.