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
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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

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 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.

See the national 2022→2023 release diff →

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

Foley Holdings, LLC 401(k) Profit Sharing PlanFoley Holdings, LLC 401(k) P…$12MTank Design, Inc. 401(k) Profit Sharing PlanTank Design, Inc. 401(k) Pro…$12MBob Loquercio Auto Group 401(k) PlanBob Loquercio Auto Group 401…$12MLamberti USA, Inc. Profit Sharing & Savings PlanLamberti USA, Inc. Profit Sh…$12MBlitt & Gaines, P.C. Profit Sharing Plan and TrustBlitt & Gaines, P.C. Profit …$12M
End-of-year total assets ($M) among Lamberti USA, Inc. Profit Sharing & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN061593158
Plan Effective Date2001-03-01
Filing StatusFILING 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
$9M$10M$11M$12M$13M$14M 202220232024 $10.1M $13M ▲ +28.2%
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.

Lamberti USA, Inc. Profit Sharing & Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lamberti USA, Inc. Profit Sharing & Savings Plan, Total assets ($B): 0.011654544 · Participants: 140Lamberti USA, Inc. Profit Sharing & Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lamberti USA, Inc. Profit Sharing & Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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.

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.

Frequently Asked Questions

How did Lamberti USA, Inc. Profit Sharing & Savings Plan assets move in 2023?
Lamberti USA, Inc. Profit Sharing & Savings Plan grew at a solid clip - up 14.9% during 2023, from $10M to $12M. Reported net income was $2M.
How have Lamberti USA, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lamberti USA, Inc.'s sponsor-wide assets grew 28.2%, from $10M to $13M.
Which 401(k) plans are similar in size to Lamberti USA, Inc. Profit Sharing & Savings Plan?
Among 401(k) plans in other states, the closest by assets is Foley Holdings, LLC 401(k) Profit Sharing Plan in MA ($12M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Lamberti USA, Inc. Profit Sharing & Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants, $4M in assets).