401(k) · DOL Form 5500 · 2024
Lbx Company, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $178,582
- Avg per participant Above avg balance/head
Official DOL plan name: Lbx Employees' Savings & Investment Plan · Sponsored by Lbx Company, LLC · Kentucky · Manufacturing
$19M in assets, 109 participants
Lbx Company, LLC's Lbx Employees' Savings & Investment Plan reported $19M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #10,506 in Manufacturing (17,777 peers)
Coverage in Kentucky
Lbx Employees' Savings & Investment Plan covers 109 participants in Kentucky, about 17% of the average Kentucky filer (state average ~647 per filing). Assets: $19M.
- #10,506
- in Manufacturing (17,777 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $805K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lbx Employees' Savings & Investment Plan's outsized position by total assets
Lbx Employees' Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,465,426 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Lbx Employees' Savings & Investment 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. Lbx Employees' Savings & Investment Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lbx Employees' Savings & Investment Plan reported net income fell from $4M in the plan year 2023 filing to -$805K in the plan year 2024 filing.
- Lbx Employees' Savings & Investment Plan reported participants rose from 96 in the plan year 2023 filing to 109 in the plan year 2024 filing.
- Lbx Employees' Savings & Investment Plan end-of-year assets fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 611331493 · Lbx Company, LLC PY 2024 · 401(k)
Lbx Employees' Savings & Investment Plan · $19M · 109 · 70th
- PCT $19M
- PCT 109
- PCT 70th
- PCT 401(k)
- PCT near Winsert 401(k) Plan
- PCT ind #10506
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 Kentucky →
Lbx Employees' Savings & Investment Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$805K |
| Employer EIN | 611331493 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lbx Company, LLC)
Sponsor-wide plan assets over time
All Lbx Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 16.485799964657073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $17M |
| 2023 | 1 | 96 | $20M |
| 2024 | 1 | 109 | $19M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Lbx Employees' Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Winsert 401(k) Plan in WI ($19M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Winsert 401(k) Plan (WI) $19M · 176
- Greenfield Global USA Retirement Plan (CT) $19M · 217
- Ih Group 401(k) Plan (OK) $19M · 311
- New Chapter, Inc. 401(k) Plan (VT) $19M · 182
Similar participant headcount
Nearest other-state filings by covered participants (109 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.