401(k) · DOL Form 5500 · 2024

Lily Sado Inc. 401(k) Plan

Data updated 2026-08-25

$310K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$310,301
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lily Sado 401(k) · Sponsored by Lily Sado Inc. · North Carolina · Retail Trade

$310K in assets, 1 participants

Lily Sado Inc.'s Lily Sado 401(k) reported $310K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #1,828 in Retail Trade (8,048 peers)

What the 2024 filing shows

Lily Sado 401(k) holds $310K for 1 participant - about $310,301 per participant, among the smaller plans by assets on file.

#1,828
in Retail Trade (8,048 peers)
-1.2%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lily Sado 401(k) among the smaller filed plans by assets

Lily Sado 401(k) vs every filed plan by assets

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

$310,301 14th percentile higher than 14% 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

Lily Sado 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lily Sado 401(k) is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lily Sado 401(k) reported net income rose from -$10K in the plan year 2023 filing to -$4K in the plan year 2024 filing.
  • Lily Sado 401(k) end-of-year assets fell from $314K in the plan year 2023 filing to $310K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 825211313 · Lily Sado Inc. PY 2024 · 401(k)

Lily Sado 401(k) · $310K · 1 · 14th

  • NET $310K
  • BOOK 1
  • VS-ST 14th
  • BOY 401(k)
  • SCH near B4 Legacy Ventures Corp. 401(k) Profit Sharing Plan
  • EBSA ind #1828

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 Retail Trade retirement plans → · Plans in North Carolina →

Lily Sado 401(k) in the asset neighbourhood

Lily Sado 401(k)$310KB4 Legacy Ventures Corp. 401(k) Profit Sharing PlanB4 Legacy Ventures Corp. 401…$310KG&t Adventures, Inc. 401(k) PlanG&t Adventures, Inc. 401(k) …$310KNew Gen Holdings, Inc. 401(k) PlanNew Gen Holdings, Inc. 401(k…$310KTri-Signal Integration 401(k) PlanTri-Signal Integration 401(k…$310K
End-of-year total assets ($M) among Lily Sado 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$310K
Net Income-$4K
Employer EIN825211313
Plan Effective Date2018-04-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Lily Sado Inc.)

Sponsor-wide plan assets over time

All Lily Sado Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$310K 4.241090716075595% vs 2022
2024 filing year
$0.31M$0.31M$0.32M$0.32M$0.33M 202220232024 $0.32M $0.31M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 1 $324K
2023 1 1 $314K
2024 1 1 $310K

Nearby 401(k) Plans in North Carolina

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

Lily Sado 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Lily Sado 401(k), Total assets ($B): 0.000310301 · Participants: 1Lily Sado 401(k)The 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
Lily Sado 401(k) vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lily Sado 401(k) side-by-side with 3 peers →

Lily Sado 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is B4 Legacy Ventures Corp. 401(k) Profit Sharing Plan in TX ($310K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($310K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lily Sado 401(k) assets move in 2024? ▼
Lily Sado 401(k) edged down modestly - down 1.2% during 2024, from $314K to $310K. Reported net income was -$4K.
How have Lily Sado Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lily Sado Inc.'s sponsor-wide assets declined 4.2%, from $324K to $310K.
Where does Lily Sado 401(k) rank by assets among Form 5500 filers? ▼
Lily Sado 401(k) ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lily Sado 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is B4 Legacy Ventures Corp. 401(k) Profit Sharing Plan in TX ($310K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lily Sado 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 825211313.

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.