401(k) · DOL Form 5500 · 2024
Lpl Financial LLC 401(k) Plan
Data updated 2026-08-25
- $940M
- Total assets Above avg plan size
- 8,648
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $108,655
- Avg per participant Below avg balance/head
Official DOL plan name: Lpl Financial LLC Profit Sharing 401(k) Plan · Sponsored by Lpl Financial LLC · California · Finance & Insurance
$940M in assets, 8,648 participants
Lpl Financial LLC's Lpl Financial LLC Profit Sharing 401(k) Plan reported $940M in total assets and 8,648 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,286 in Finance & Insurance (8,549 peers)
Coverage in California
Lpl Financial LLC Profit Sharing 401(k) Plan covers 8,648 participants in California, 14x the typical California plan (state average ~630 per filing). Assets: $940M.
- #8,286
- in Finance & Insurance (8,549 peers)
- +24.6%
- assets growth YoY
- 9.4×
- vs typical plan assets (national mean)
Lpl Financial LLC Profit Sharing 401(k) Plan's outsized position by total assets
Lpl Financial LLC Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$939,646,246 Top 2% higher than 98% 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
Lpl Financial LLC Profit Sharing 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lpl Financial LLC Profit Sharing 401(k) Plan lands in the large band (8,648 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lpl Financial LLC Profit Sharing 401(k) Plan end-of-year assets rose from $754M in the plan year 2023 filing to $940M in the plan year 2024 filing.
- Lpl Financial LLC Profit Sharing 401(k) Plan reported participants rose from 7,162 in the plan year 2023 filing to 8,648 in the plan year 2024 filing.
- Lpl Financial LLC Profit Sharing 401(k) Plan reported net income fell from $192M in the plan year 2023 filing to $186M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952834236 · Lpl Financial LLC PY 2024 · 401(k)
Lpl Financial LLC Profit Sharing 401(k) Plan · $940M · 8,648 · 98th
- BOY $940M
- BOY 8,648
- BOY 98th
- BOY 401(k)
- BOY near Southeastern Grocers 401(k) Savings Plan
- BOY ind #8286
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 Finance & Insurance retirement plans → · Plans in California →
Lpl Financial LLC Profit Sharing 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $754M |
|---|---|
| Net Assets (End of Year) | $940M |
| Net Income | $186M |
| Employer EIN | 952834236 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lpl Financial LLC)
Sponsor-wide plan assets over time
All Lpl Financial LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $940M 67.03802818247931% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,251 | $563M |
| 2023 | 1 | 7,162 | $754M |
| 2024 | 1 | 8,648 | $940M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Scale composition for Lpl Financial LLC Profit Sharing 401(k) Plan
Lpl Financial LLC Profit Sharing 401(k) Plan reports $940M in end-of-year assets across 8,648 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $108,655 per participant (79% of the national average assets-per-participant) . Net income for plan year 2024 was $186M.
This plan identity (EIN 952834236, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $563M to $940M (+67.0%) while covered participants moved from 6,251 to 8,648 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,251 | $563M | Open filing |
| 2023 | 7,162 | $754M | Open filing |
| 2024 · index core | 8,648 | $940M | This page |
Lpl Financial LLC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Southeastern Grocers 401(k) Savings Plan in FL ($941M); by covered participants it is Averitt Express, Inc. Profit Sharing and 401(k) Plan in TN (8,647 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($940M here).
- Southeastern Grocers 401(k) Savings Plan (FL) $941M · 26,424
- Insight Enterprises, Inc. 401(k) Plan (AZ) $942M · 6,405
- Bunzl USA, LLC Deferred Savings Plan (MO) $942M · 5,486
- Cemex, Inc. Savings Plan (TX) $942M · 8,349
Similar participant headcount
Nearest other-state filings by covered participants (8,648 participants); asset peers above are excluded.
- Averitt Express, Inc. Profit Sharing and 401(k) Plan (TN) 8,647 · 1 off
- Earl Enterprises Retirement Savings Plan (FL) 8,647 · 1 off
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan (CT) 8,641 · 7 off
- House Works LLC 401(k) Plan (MA) 8,661 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.