401(k) · DOL Form 5500 · 2024

Lowe Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$218M
Total assets Near avg plan size
3,523
Participants Above avg headcount
95th
Percentile by assets National rank
$61,814
Avg per participant Low balance/head
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Official DOL plan name: Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan · Sponsored by Lowe Enterprises, Inc. · California · Real Estate

$218M in assets, 3,523 participants

Lowe Enterprises, Inc.'s Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reported $218M in total assets and 3,523 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #4,538 in Real Estate (4,605 peers)

Coverage in California

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan covers 3,523 participants in California, 5.6x the typical California plan (state average ~630 per filing). Assets: $218M.

#4,538
in Real Estate (4,605 peers)
+16.1%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's outsized position by total assets

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs every filed plan by assets

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

$217,772,467 Top 5% higher than 95% 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

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan lands in the large band (3,523 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reported participants rose from 2,581 in the plan year 2023 filing to 3,523 in the plan year 2024 filing.
  • Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan end-of-year assets rose from $188M in the plan year 2023 filing to $218M in the plan year 2024 filing.
  • Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan reported net income rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953738683 · Lowe Enterprises, Inc. PY 2024 · 401(k)

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan · $218M · 3,523 · 95th

  • 5500 $218M
  • ASSETS 3,523
  • PCT 95th
  • EIN 401(k)
  • RANK near Chenmed, LLC 401(k) Plan
  • PHOTO ind #4538

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 Real Estate retirement plans → · Plans in California →

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan in the asset neighbourhood

Buffalo Medical Group, P.C. 401(k) Profit Sharing and Pension PlanBuffalo Medical Group, P.C. …$218MChenmed, LLC 401(k) Plan$218MBadger Meter Employee Savings and Stock Ownership PlanBadger Meter Employee Saving…$218MLowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) PlanLowe Enterprises, Inc. and C…$218MEastern Research Group, Inc. Cash or Deferred Profit Sharing PlanEastern Research Group, Inc.…$218M
End-of-year total assets ($M) among Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$218M
Net Income$30M
Employer EIN953738683
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lowe Enterprises, Inc.)

Sponsor-wide plan assets over time

All Lowe Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$218M 35.27339765810653% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $161M $218M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 1,891 $161M
2023 1 2,581 $188M
2024 1 3,523 $218M

Nearby 401(k) Plans in California

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

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan, Total assets ($B): 0.217772467 · Participants: 3523Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 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
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan side-by-side with 3 peers →

Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chenmed, LLC 401(k) Plan in FL ($218M); by covered participants it is The New York Times Companies Supplemental Retirement and Investment Plan in NY (3,522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,523 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 Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan assets move in 2024? ▼
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan grew sharply - up 16.1% during 2024, from $188M to $218M. Reported net income was $30M.
How have Lowe Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lowe Enterprises, Inc.'s sponsor-wide assets grew 35.3%, from $161M to $218M.
Where does Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chenmed, LLC 401(k) Plan in FL ($218M, 5,135 participants).
Which 401(k) plans cover a similar participant headcount to Lowe Enterprises, Inc. and Coraltree Hospitality Group LLC Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The New York Times Companies Supplemental Retirement and Investment Plan in NY (3,522 participants, $1.3B 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 953738683.

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.