401(k) · DOL Form 5500 · 2024

Lbc Houston L.P. 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
246
Participants Below avg headcount
84th
Percentile by assets National rank
$207,092
Avg per participant Above avg balance/head
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Official DOL plan name: Lbc Investment and Retirement Plan · Sponsored by Lbc Houston L.P. · Texas · Transportation & Warehousing

$51M in assets, 246 participants

Lbc Houston L.P.'s Lbc Investment and Retirement Plan reported $51M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,732 in Transportation & Warehousing (3,299 peers)

Coverage in Texas

Lbc Investment and Retirement Plan covers 246 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $51M.

#2,732
in Transportation & Warehousing (3,299 peers)
+17.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lbc Investment and Retirement Plan's outsized position by total assets

Lbc Investment and Retirement Plan vs every filed plan by assets

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

$50,944,688 Top 16% higher than 84% 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

Lbc Investment and Retirement 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. Lbc Investment and Retirement Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lbc Investment and Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Lbc Investment and Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Lbc Investment and Retirement Plan reported participants rose from 223 in the plan year 2023 filing to 246 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 741920179 · Lbc Houston L.P. PY 2024 · 401(k)

Lbc Investment and Retirement Plan · $51M · 246 · 84th

  • VS-ST $51M
  • BOY 246
  • SCH 84th
  • EBSA 401(k)
  • PART near The Bellevue Hospital 401(k) Plan
  • TYPE ind #2732

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Lbc Investment and Retirement Plan in the asset neighbourhood

Lbc Investment and Retirement PlanLbc Investment and Retiremen…$51MThe Bellevue Hospital 401(k) PlanThe Bellevue Hospital 401(k)…$51MLippes Mathias LLP 401(k) PlanLippes Mathias LLP 401(k) Pl…$51MClass Produce Group, LLC Profit Sharing PlanClass Produce Group, LLC Pro…$51MMillennium 401(k) Plan$51M
End-of-year total assets ($M) among Lbc Investment and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$51M
Net Income$8M
Employer EIN741920179
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbc Houston L.P.)

Sponsor-wide plan assets over time

All Lbc Houston L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 37.486252302595105% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.1M $50.9M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 225 $37M
2023 1 223 $43M
2024 1 246 $51M

Nearby 401(k) Plans in Texas

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

Lbc Investment and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lbc Investment and Retirement Plan, Total assets ($B): 0.050944688 · Participants: 246Lbc Investment and Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Lbc Investment and Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lbc Investment and Retirement Plan side-by-side with 3 peers →

Lbc Investment and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Bellevue Hospital 401(k) Plan in OH ($51M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Lbc Investment and Retirement Plan assets move in 2024? ▼
Lbc Investment and Retirement Plan grew sharply - up 17.6% during 2024, from $43M to $51M. Reported net income was $8M.
How have Lbc Houston L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbc Houston L.P.'s sponsor-wide assets grew 37.5%, from $37M to $51M.
Where does Lbc Investment and Retirement Plan rank by assets among Form 5500 filers? ▼
Lbc Investment and Retirement Plan ranks in the 84th 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 Lbc Investment and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bellevue Hospital 401(k) Plan in OH ($51M, 388 participants).
Which 401(k) plans cover a similar participant headcount to Lbc Investment and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 741920179.

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.