401(k) · DOL Form 5500 · 2024
L.F. George, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $122,615
- Avg per participant Near avg balance/head
Official DOL plan name: L.F. George, Inc. 401(k) Savings Plan · Sponsored by L.F. George, Inc. · Wisconsin · Wholesale Trade
$13M in assets, 108 participants
L.F. George, Inc.'s L.F. George, Inc. 401(k) Savings Plan reported $13M in total assets and 108 participants in its 2024 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.
- #3,299 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
L.F. George, Inc. 401(k) Savings Plan covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.
- #3,299
- in Wholesale Trade (6,080 peers)
- +6.4%
- assets growth YoY
L.F. George, Inc. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers
L.F. George, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,242,404 Top 38% higher than 62% 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
L.F. George, Inc. 401(k) Savings 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. L.F. George, Inc. 401(k) Savings Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- L.F. George, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $795K in the plan year 2024 filing.
- L.F. George, Inc. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 391055004 · L.F. George, Inc. PY 2024 · 401(k)
L.F. George, Inc. 401(k) Savings Plan · $13M · 108 · 62nd
- NET $13M
- BOOK 108
- VS-ST 62nd
- BOY 401(k)
- SCH near Consumers National Bank 401(k) Savings and Retirement Plan
- EBSA ind #3299
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
L.F. George, Inc. 401(k) Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $795K |
| Employer EIN | 391055004 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (L.F. George, Inc.)
Sponsor-wide plan assets over time
All L.F. George, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 25.13735442075656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $11M |
| 2023 | 1 | 107 | $12M |
| 2024 | 1 | 108 | $13M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
L.F. George, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Consumers National Bank 401(k) Savings and Retirement Plan in OH ($13M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 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.