401(k) · DOL Form 5500 · 2024

Lyles Diversified, Inc. 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
283
Participants Below avg headcount
91st
Percentile by assets National rank
$392,362
Avg per participant High balance/head
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Official DOL plan name: The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · Sponsored by Lyles Diversified, Inc. · California · Construction

$111M in assets, 283 participants

Lyles Diversified, Inc.'s The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported $111M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,100 in Construction (9,039 peers)

Coverage in California

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust covers 283 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $111M.

#8,100
in Construction (9,039 peers)
+10.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's outsized position by total assets

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$111,038,462 Top 9% higher than 91% 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

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust 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. The Lyles Group 401(k) Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported participants rose from 201 in the plan year 2023 filing to 283 in the plan year 2024 filing.
  • The Lyles Group 401(k) Employee Stock Ownership Plan and Trust end-of-year assets rose from $100M in the plan year 2023 filing to $111M in the plan year 2024 filing.
  • The Lyles Group 401(k) Employee Stock Ownership Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941050189 · Lyles Diversified, Inc. PY 2024 · 401(k)

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust · $111M · 283 · 91st

  • RANK $111M
  • PHOTO 283
  • IND 91st
  • EOY 401(k)
  • 5500 near Burke, Inc. Profit Sharing and Pay Deferral Savings Plan
  • ASSETS ind #8100

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 Construction retirement plans → · Plans in California →

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust in the asset neighbourhood

We Employees' 401(k) Cash or Deferred Retirement PlanWe Employees' 401(k) Cash or…$111MMcangus Goudelock & Courie, LLC 401(k) Profit Sharing PlanMcangus Goudelock & Courie, …$111MThe Lyles Group 401(k) Employee Stock Ownership Plan and TrustThe Lyles Group 401(k) Emplo…$111MBurke, Inc. Profit Sharing and Pay Deferral Savings PlanBurke, Inc. Profit Sharing a…$111MN & M Transfer Co. Inc. 401(k) Profit Sharing PlanN & M Transfer Co. Inc. 401(…$111M
End-of-year total assets ($M) among The Lyles Group 401(k) Employee Stock Ownership Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$111M
Net Income$11M
Employer EIN941050189
Plan Effective Date1963-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyles Diversified, Inc.)

Sponsor-wide plan assets over time

All Lyles Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$111M 25.880493476054433% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.2M $111M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 207 $88M
2023 1 201 $100M
2024 1 283 $111M

Nearby 401(k) Plans in California

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

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Lyles Group 401(k) Employee Stock Ownership Plan and Trust, Total assets ($B): 0.111038462 · Participants: 283The Lyles Group 401(k) Employee Stock Ownership Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Lyles Group 401(k) Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The Lyles Group 401(k) Employee Stock Ownership Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Burke, Inc. Profit Sharing and Pay Deferral Savings Plan in OH ($111M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 The Lyles Group 401(k) Employee Stock Ownership Plan and Trust assets move in 2024? ▼
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust grew at a solid clip - up 10.7% during 2024, from $100M to $111M. Reported net income was $11M.
How have Lyles Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyles Diversified, Inc.'s sponsor-wide assets grew 25.9%, from $88M to $111M.
Where does The Lyles Group 401(k) Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The Lyles Group 401(k) Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Lyles Group 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Burke, Inc. Profit Sharing and Pay Deferral Savings Plan in OH ($111M, 327 participants).
Which 401(k) plans cover a similar participant headcount to The Lyles Group 401(k) Employee Stock Ownership Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jpi Retirement Plan in TX (283 participants, $28M 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 941050189.

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.