401(k) · DOL Form 5500 · 2023
Lamberti USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $83,247
- Avg per participant Below avg balance/head
Official DOL plan name: Lamberti USA, Inc. Profit Sharing & Savings Plan · Sponsored by Lamberti USA, Inc. · Texas · Manufacturing
$12M in assets, 140 participants
Lamberti USA, Inc.'s Lamberti USA, Inc. Profit Sharing & Savings Plan reported $12M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #9,152 in Manufacturing (18,722 peers)
Coverage in Texas
Lamberti USA, Inc. Profit Sharing & Savings Plan covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $12M.
- #9,152
- in Manufacturing (18,722 peers)
- +14.9%
- assets growth YoY
Lamberti USA, Inc. Profit Sharing & Savings Plan's mid-pack asset rank among Manufacturing and all filers
Lamberti USA, Inc. Profit Sharing & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,654,544 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lamberti USA, Inc. Profit Sharing & Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lamberti USA, Inc. Profit Sharing & Savings Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lamberti USA, Inc. Profit Sharing & Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Lamberti USA, Inc. Profit Sharing & Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Lamberti USA, Inc. Profit Sharing & Savings Plan reported participants rose from 126 in the plan year 2022 filing to 140 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061593158 · Lamberti USA, Inc. PY 2023 · 401(k)
Lamberti USA, Inc. Profit Sharing & Savings Plan · $12M · 140 · 62nd
- SCH $12M
- EBSA 140
- PART 62nd
- TYPE 401(k)
- NET near Foley Holdings, LLC 401(k) Profit Sharing Plan
- BOOK ind #9152
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 Texas →
Lamberti USA, Inc. Profit Sharing & Savings Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 061593158 |
| Plan Effective Date | 2001-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lamberti USA, Inc.)
Sponsor-wide plan assets over time
All Lamberti USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 28.188511850285607% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $10M |
| 2023 | 1 | 140 | $12M |
| 2024 | 1 | 146 | $13M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Lamberti USA, Inc. Profit Sharing & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Foley Holdings, LLC 401(k) Profit Sharing Plan in MA ($12M); by covered participants it is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.