401(k) · DOL Form 5500 · 2024

Lloyd, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
98
Participants Small participant base
58th
Percentile by assets National rank
$112,362
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lloyd, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Lloyd, Inc. · Iowa · Agriculture, Forestry & Fishing

$11M in assets, 98 participants

Lloyd, Inc.'s Lloyd, Inc. 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #766 in Agriculture, Forestry & Fishing (1,217 peers)

Lloyd, Inc. multi-year trail

Lloyd, Inc.'s plans moved +39.4% in assets from 2022 to 2024; this filing shows Lloyd, Inc. 401(k) Profit Sharing Plan and Trust at $11M / 98 participants.

#766
in Agriculture, Forestry & Fishing (1,217 peers)
+11.5%
assets growth YoY

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,011,465 Top 42% higher than 58% 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

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lloyd, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lloyd, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lloyd, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 113 in the plan year 2023 filing to 98 in the plan year 2024 filing.
  • Lloyd, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420837233 · Lloyd, Inc. PY 2024 · 401(k)

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust · $11M · 98 · 58th

  • PCT $11M
  • EIN 98
  • RANK 58th
  • PHOTO 401(k)
  • IND near Riverside Mfg., LLC 401(k) Plan
  • EOY ind #766

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Lloyd, Inc. 401(k) Profit Sharing Plan and TrustLloyd, Inc. 401(k) Profit Sh…$11MRiverside Mfg., LLC 401(k) PlanRiverside Mfg., LLC 401(k) P…$11MPeak Resources, Inc. 401(k) PlanPeak Resources, Inc. 401(k) …$11MThe Steiner 401(k) Plan$11MLightways Hospice and Serious Illness Care 401(k) PlanLightways Hospice and Seriou…$11M
End-of-year total assets ($M) among Lloyd, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lloyd, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lloyd, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 39.36823834392315% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.9M $11M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 110 $8M
2023 1 113 $10M
2024 1 98 $11M

Lloyd, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN420837233
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Lloyd, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Lloyd, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011011465 · Participants: 98Lloyd, Inc. 401(k) Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Lloyd, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Lloyd, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Riverside Mfg., LLC 401(k) Plan in IN ($11M); by covered participants it is Premier Medical Group Profit Sharing Plan in NY (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Lloyd, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Lloyd, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.5% during 2024, from $10M to $11M. Reported net income was $1M.
How have Lloyd, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd, Inc.'s sponsor-wide assets grew 39.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Lloyd, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Riverside Mfg., LLC 401(k) Plan in IN ($11M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Medical Group Profit Sharing Plan in NY (98 participants, $21M 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 420837233.

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.