401(k) · DOL Form 5500 · 2024

Lane & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
577
Participants Below avg headcount
76th
Percentile by assets National rank
$49,485
Avg per participant Low balance/head
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Official DOL plan name: Lane & Associates, Inc. 401(k) Plan · Sponsored by Lane & Associates, Inc. · North Carolina · Finance & Insurance

$29M in assets, 577 participants

Lane & Associates, Inc.'s Lane & Associates, Inc. 401(k) Plan reported $29M in total assets and 577 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,449 in Finance & Insurance (8,549 peers)

Where Lane & Associates, Inc. 401(k) Plan sits by assets

Lane & Associates, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 577 participants (~$49,485/participant), up 24.3% in 2024.

#5,449
in Finance & Insurance (8,549 peers)
+24.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lane & Associates, Inc. 401(k) Plan's outsized position by total assets

Lane & Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$28,552,766 Top 24% higher than 76% 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

Lane & Associates, Inc. 401(k) 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. Lane & Associates, Inc. 401(k) Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lane & Associates, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Lane & Associates, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lane & Associates, Inc. 401(k) Plan reported participants rose from 567 in the plan year 2023 filing to 577 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561829452 · Lane & Associates, Inc. PY 2024 · 401(k)

Lane & Associates, Inc. 401(k) Plan · $29M · 577 · 76th

  • IND $29M
  • EOY 577
  • 5500 76th
  • ASSETS 401(k)
  • PCT near The Colorado Health Foundation 401(k) Retirement Plan
  • EIN ind #5449

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Lane & Associates, Inc. 401(k) Plan in the asset neighbourhood

Lane & Associates, Inc. 401(k) PlanLane & Associates, Inc. 401(…$29MThe Colorado Health Foundation 401(k) Retirement PlanThe Colorado Health Foundati…$29MSebia, Inc 401(k) Plan$29MKubota Engine America Corporation 401(k) PlanKubota Engine America Corpor…$29MFirst Paragould Bankshares, Inc. Employees Savings TrustFirst Paragould Bankshares, …$29M
End-of-year total assets ($M) among Lane & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN561829452
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lane & Associates, Inc.)

Sponsor-wide plan assets over time

All Lane & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 68.85457139665395% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $28.6M ▲ +68.8%
Year Plans Participants Total Assets
2022 1 521 $17M
2023 1 567 $23M
2024 1 577 $29M

Nearby 401(k) Plans in North Carolina

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

Lane & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Lane & Associates, Inc. 401(k) Plan, Total assets ($B): 0.028552766 · Participants: 577Lane & Associates, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Lane & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lane & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Lane & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Colorado Health Foundation 401(k) Retirement Plan in CO ($29M); by covered participants it is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Lane & Associates, Inc. 401(k) Plan assets move in 2024? ▼
Lane & Associates, Inc. 401(k) Plan grew sharply - up 24.3% during 2024, from $23M to $29M. Reported net income was $6M.
How have Lane & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lane & Associates, Inc.'s sponsor-wide assets grew 68.9%, from $17M to $29M.
Where does Lane & Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lane & Associates, Inc. 401(k) Plan ranks in the 76th 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 Lane & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Colorado Health Foundation 401(k) Retirement Plan in CO ($29M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Lane & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Azelis Americas, LLC 401(k) Retirement Plan in MA (577 participants, $92M 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 561829452.

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.