401(k) · DOL Form 5500 · 2024
Lpl Financial LLC 401(k) Plan
Data updated 2026-08-11
- $940M
- Total assets
- 8,648
- Participants
- 98th
- Percentile by assets
- $108,655
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $940M
- total plan assets (2024 EOY)
- 8,648
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $108,655
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lpl Financial LLC Profit Sharing 401(k) Plan reports 8,648 participants - 14x that state average ($940M EOY assets).
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)
| 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.
Lpl Financial LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lpl Financial LLC Profit Sharing 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Lpl Financial LLC Profit Sharing 401(k) Plan assets move in 2024? ▼
How have Lpl Financial LLC plan assets changed over time? ▼
Where does Lpl Financial LLC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lpl Financial LLC Profit Sharing 401(k) Plan? ▼
Next read for Lpl Financial LLC Profit Sharing 401(k) …
Filing takeaways
Ways to act on Lpl Financial LLC Profit Sharing 401(k) Plan's numbers.
- By total assets, Lpl Financial LLC Profit Sharing 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Lpl Financial LLC's sponsor-wide assets have grown 67.0% since 2022 across 3 plan years on file. More Finance & Insurance plans