401(k) · DOL Form 5500 · 2024
L.K.L. Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 212
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $34,376
- Avg per participant Low balance/head
Official DOL plan name: L.K.L. Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by L.K.L. Associates, Inc. · Utah · Retail Trade
$7M in assets, 212 participants
L.K.L. Associates, Inc.'s L.K.L. Associates, Inc. 401(k) Profit Sharing Plan reported $7M in total assets and 212 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #4,767 in Retail Trade (8,048 peers)
Coverage in Utah
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan covers 212 participants in Utah, about 36% of the average Utah filer (state average ~592 per filing). Assets: $7M.
- #4,767
- in Retail Trade (8,048 peers)
- +21.1%
- assets growth YoY
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,287,689 49th percentile higher than 49% 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
L.K.L. Associates, Inc. 401(k) Profit Sharing 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. L.K.L. Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (212 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L.K.L. Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- L.K.L. Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 220 in the plan year 2023 filing to 212 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 870477256 · L.K.L. Associates, Inc. PY 2024 · 401(k)
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan · $7M · 212 · 49th
- RANK $7M
- PHOTO 212
- IND 49th
- EOY 401(k)
- 5500 near M. Roberts Media, LLC 401(k) Plan
- ASSETS ind #4767
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 Utah →
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 870477256 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L.K.L. Associates, Inc.)
Sponsor-wide plan assets over time
All L.K.L. Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 53.953269555202255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $5M |
| 2023 | 1 | 220 | $6M |
| 2024 | 1 | 212 | $7M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
L.K.L. Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is M. Roberts Media, LLC 401(k) Plan in TX ($7M); by covered participants it is Touchstone Behavioral Health 401(k) Plan in AZ (212 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.
- Touchstone Behavioral Health 401(k) Plan (AZ) 212 · 0 off
- Piston Interiors LLC 401(k) Plan (MI) 212 · 0 off
- Colonial Savings 401(k) Profit Sharing Plan (TX) 212 · 0 off
- Southeastern Surveying & Mapping Corp. Employees' Savings Plan (FL) 212 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.