401(k) · DOL Form 5500 · 2024

Lion Group, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
1,052
Participants Near avg headcount
81st
Percentile by assets National rank
$35,598
Avg per participant Low balance/head
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Official DOL plan name: Lion Group, Inc. Profit Sharing Plan and Trust · Sponsored by Lion Group, Inc. · Ohio · Manufacturing

$37M in assets, 1,052 participants

Lion Group, Inc.'s Lion Group, Inc. Profit Sharing Plan and Trust reported $37M in total assets and 1,052 participants in its 2024 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.

  • #12,943 in Manufacturing (17,777 peers)

Where Lion Group, Inc. Profit Sharing Plan and Trust sits by assets

Lion Group, Inc. Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 1,052 participants (~$35,598/participant), up 10.2% in 2024.

#12,943
in Manufacturing (17,777 peers)
+10.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lion Group, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Lion Group, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$37,448,908 Top 19% higher than 81% 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

Lion Group, Inc. Profit Sharing Plan and Trust'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. Lion Group, Inc. Profit Sharing Plan and Trust lands in the large band (1,052 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lion Group, Inc. Profit Sharing Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lion Group, Inc. Profit Sharing Plan and Trust reported participants rose from 948 in the plan year 2023 filing to 1,052 in the plan year 2024 filing.
  • Lion Group, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471845529 · Lion Group, Inc. PY 2024 · 401(k)

Lion Group, Inc. Profit Sharing Plan and Trust · $37M · 1,052 · 81st

  • IND $37M
  • EOY 1,052
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Yamato Transport 401(k) Plan
  • EIN ind #12943

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 Manufacturing retirement plans → · Plans in Ohio →

Lion Group, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Ai Fire, LLC 401(k) Plan$37MLion Group, Inc. Profit Sharing Plan and TrustLion Group, Inc. Profit Shar…$37MYamato Transport 401(k) Plan$37MAutocar, LLC Retirement Savings PlanAutocar, LLC Retirement Savi…$37MEnglund Marine Supply Co., Inc. 401(k) Profit Sharing PlanEnglund Marine Supply Co., I…$37M
End-of-year total assets ($M) among Lion Group, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN471845529
Plan Effective Date1974-07-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Lion Group, Inc.)

Sponsor-wide plan assets over time

All Lion Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 27.939226377963582% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.3M $37.5M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 829 $29M
2023 1 948 $34M
2024 1 1,052 $37M

Nearby 401(k) Plans in Ohio

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

Lion Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lion Group, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.037448908 · Participants: 1052Lion Group, Inc. Profit Sharing 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
Lion Group, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lion Group, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Lion Group, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Yamato Transport 401(k) Plan in CA ($37M); by covered participants it is Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan in CA (1,052 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,052 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 Lion Group, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
Lion Group, Inc. Profit Sharing Plan and Trust grew at a solid clip - up 10.2% during 2024, from $34M to $37M. Reported net income was $3M.
How have Lion Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lion Group, Inc.'s sponsor-wide assets grew 27.9%, from $29M to $37M.
Where does Lion Group, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Lion Group, Inc. Profit Sharing Plan and Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lion Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Yamato Transport 401(k) Plan in CA ($37M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Lion Group, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tarzana Treatment Centers, Inc. Tax Deferred Savings Plan in CA (1,052 participants, $24M 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 471845529.

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.