401(k) · DOL Form 5500 · 2024

Lytkowski & Co Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$486,290
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lytkowski and Co 401(k) Plan and Trust · Sponsored by Lytkowski & Co Inc · Ohio · Professional & Technical Services

$4M in assets, 9 participants

Lytkowski & Co Inc's Lytkowski and Co 401(k) Plan and Trust reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,466 in Professional & Technical Services (20,173 peers)

Lytkowski & Co Inc multi-year trail

Lytkowski & Co Inc's plans moved +47.9% in assets from 2022 to 2024; this filing shows Lytkowski and Co 401(k) Plan and Trust at $4M / 9 participants.

#7,466
in Professional & Technical Services (20,173 peers)
+20.5%
assets growth YoY

Lytkowski and Co 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lytkowski and Co 401(k) Plan and Trust vs every filed plan by assets

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

$4,376,606 40th percentile higher than 40% 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

Lytkowski and Co 401(k) Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lytkowski and Co 401(k) Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lytkowski and Co 401(k) Plan and Trust reported participants rose from 7 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Lytkowski and Co 401(k) Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lytkowski and Co 401(k) Plan and Trust reported net income rose from $671K in the plan year 2023 filing to $746K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341258550 · Lytkowski & Co Inc PY 2024 · 401(k)

Lytkowski and Co 401(k) Plan and Trust · $4M · 9 · 40th

  • BOOK $4M
  • BOOK 9
  • BOOK 40th
  • BOOK 401(k)
  • BOOK near Monashee Investment Management, LLC 401(k) Plan
  • BOOK ind #7466

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Lytkowski and Co 401(k) Plan and Trust in the asset neighbourhood

Lytkowski and Co 401(k) Plan and TrustLytkowski and Co 401(k) Plan…$4MMonashee Investment Management, LLC 401(k) PlanMonashee Investment Manageme…$4MFyx Fleet, LLC 401(k) Retirement PlanFyx Fleet, LLC 401(k) Retire…$4MMaximus 401(k) Plan$4MBas Financial Holdings Employee Stock Ownership 401(k) PlanBas Financial Holdings Emplo…$4M
End-of-year total assets ($M) among Lytkowski and Co 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lytkowski & Co Inc multi-year asset trail

Sponsor-wide plan assets over time

All Lytkowski & Co Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.88204188172088% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.96M $4.38M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $4M
2024 1 9 $4M

Lytkowski & Co Inc filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$746K
Employer EIN341258550
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Lytkowski and Co 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lytkowski and Co 401(k) Plan and Trust, Total assets ($B): 0.004376606 · Participants: 9Lytkowski and Co 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Lytkowski and Co 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lytkowski and Co 401(k) Plan and Trust side-by-side with 3 peers →

Lytkowski and Co 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Monashee Investment Management, LLC 401(k) Plan in MA ($4M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Lytkowski and Co 401(k) Plan and Trust assets move in 2024? ▼
Lytkowski and Co 401(k) Plan and Trust grew sharply - up 20.5% during 2024, from $4M to $4M. Reported net income was $746K.
How have Lytkowski & Co Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lytkowski & Co Inc's sponsor-wide assets grew 47.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Lytkowski and Co 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Monashee Investment Management, LLC 401(k) Plan in MA ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Lytkowski and Co 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 341258550.

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.