401(k) · DOL Form 5500 · 2024

L'occitane, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets: 858
Participants Near avg headcount: 73rd
Percentile by assets National rank: $27,600
Avg per participant Low balance/head

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Official DOL plan name: L'occitane, Inc. 401(k) Profit Sharing Plan · Sponsored by L'occitane, Inc. · New York · Retail Trade

$24M in assets, 858 participants

L'occitane, Inc.'s L'occitane, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 858 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

#6,702 in Retail Trade (8,048 peers)

L'occitane, Inc. multi-year trail

L'occitane, Inc.'s plans moved +36.4% in assets from 2022 to 2024; this filing shows L'occitane, Inc. 401(k) Profit Sharing Plan at $24M / 858 participants.

#6,702
in Retail Trade (8,048 peers): +15.4%
assets growth YoY

L'occitane, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

L'occitane, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$23,680,832 Top 27% higher than 73% 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

L'occitane, Inc. 401(k) Profit Sharing 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. L'occitane, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (858 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

L'occitane, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
L'occitane, Inc. 401(k) Profit Sharing Plan reported participants rose from 795 in the plan year 2023 filing to 858 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133844764 · L'occitane, Inc. PY 2024 · 401(k)

L'occitane, Inc. 401(k) Profit Sharing Plan · $24M · 858 · 73rd

IND $24M
IND 858
IND 73rd
IND 401(k)
IND near Texas Research International, Inc. 401(k) Plan
IND ind #6702

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 New York →

End-of-year total assets ($M) among L'occitane, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

L'occitane, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $24M 36.410550455412626% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	508	$17M
2023	1	795	$21M
2024	1	858	$24M

L'occitane, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$24M
Net Income	$3M
Employer EIN	133844764
Plan Effective Date	1999-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

L'occitane, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare L'occitane, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

L'occitane, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Texas Research International, Inc. 401(k) Plan in TX ($24M); by covered participants it is Prinova US LLC 401(k) Retirement Plan in IL (858 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Texas Research International, Inc. 401(k) Plan (TX) $24M · 141
Surefire, LLC 401(k) Plan (CA) $24M · 312
Heller Machine Tools, L.P. 401(k) Plan (MI) $24M · 86
Cypress/Dod 401(k) Plan (CA) $24M · 750

Similar participant headcount

Nearest other-state filings by covered participants (858 participants); asset peers above are excluded.

Prinova US LLC 401(k) Retirement Plan (IL) 858 · 0 off
Worldwide Equipment Enterprises, Inc. Employees Savings (TN) 858 · 0 off
Wng 401(k) Plan (CA) 858 · 0 off
M & K Employee Services, Inc. 401(k) Plan (MI) 858 · 0 off

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 L'occitane, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

L'occitane, Inc. 401(k) Profit Sharing Plan grew sharply - up 15.4% during 2024, from $21M to $24M. Reported net income was $3M.

How have L'occitane, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), L'occitane, Inc.'s sponsor-wide assets grew 36.4%, from $17M to $24M.

Which 401(k) plans are similar in size to L'occitane, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Texas Research International, Inc. 401(k) Plan in TX ($24M, 141 participants).

Which 401(k) plans cover a similar participant headcount to L'occitane, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Prinova US LLC 401(k) Retirement Plan in IL (858 participants, $38M 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 133844764.