401(k) · DOL Form 5500 · 2024

Lacalle Group, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
156
Participants Small participant base
71st
Percentile by assets National rank
$133,721
Avg per participant Near avg balance/head
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Official DOL plan name: Lacalle Group, LLC 401(k) Profit Sharing Plan · Sponsored by Lacalle Group, LLC · Texas · Management of Enterprises

$21M in assets, 156 participants

Lacalle Group, LLC's Lacalle Group, LLC 401(k) Profit Sharing Plan reported $21M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #602 in Management of Enterprises (1,133 peers)

Coverage in Texas

Lacalle Group, LLC 401(k) Profit Sharing Plan covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#602
in Management of Enterprises (1,133 peers)
+37.6%
assets growth YoY

Lacalle Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Lacalle Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,860,526 Top 29% higher than 71% 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

Lacalle Group, LLC 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. Lacalle Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lacalle Group, LLC 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lacalle Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Lacalle Group, LLC 401(k) Profit Sharing Plan reported participants rose from 151 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272950709 · Lacalle Group, LLC PY 2024 · 401(k)

Lacalle Group, LLC 401(k) Profit Sharing Plan · $21M · 156 · 71st

  • PCT $21M
  • EIN 156
  • RANK 71st
  • PHOTO 401(k)
  • IND near Newesco, Inc. 401(k) Profit Sharing Plan
  • EOY ind #602

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 Management of Enterprises retirement plans → · Plans in Texas →

Lacalle Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lacalle Group, LLC 401(k) Profit Sharing PlanLacalle Group, LLC 401(k) Pr…$21MNewesco, Inc. 401(k) Profit Sharing PlanNewesco, Inc. 401(k) Profit …$21M403(b) Thrift Plan for Hms School for Children with Cerebral Palsy403(b) Thrift Plan for Hms S…$21MStrive Health, LLC 401(k) PlanStrive Health, LLC 401(k) Pl…$21MTechnibilt, Ltd. Dba Wanzl North America 401(k) PlanTechnibilt, Ltd. Dba Wanzl N…$21M
End-of-year total assets ($M) among Lacalle Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN272950709
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lacalle Group, LLC)

Sponsor-wide plan assets over time

All Lacalle Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 76.96839073024597% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.8M $20.9M ▲ +76.9%
Year Plans Participants Total Assets
2022 1 148 $12M
2023 1 151 $15M
2024 1 156 $21M

Nearby 401(k) Plans in Texas

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

Lacalle Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lacalle Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.020860526 · Participants: 156Lacalle Group, LLC 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Lacalle Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lacalle Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lacalle Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Newesco, Inc. 401(k) Profit Sharing Plan in IL ($21M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Lacalle Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Lacalle Group, LLC 401(k) Profit Sharing Plan surged - up 37.6% during 2024, from $15M to $21M. Reported net income was $6M.
How have Lacalle Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lacalle Group, LLC's sponsor-wide assets grew 77.0%, from $12M to $21M.
Which 401(k) plans are similar in size to Lacalle Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newesco, Inc. 401(k) Profit Sharing Plan in IL ($21M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Lacalle Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants, N/A 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 272950709.

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.