401(k) · DOL Form 5500 · 2024

Lemonade, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
849
Participants Near avg headcount
81st
Percentile by assets National rank
$46,617
Avg per participant Low balance/head
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Official DOL plan name: Lemonade, Inc. 401(k) Plan · Sponsored by Lemonade, Inc. · New York · Finance & Insurance

$40M in assets, 849 participants

Lemonade, Inc.'s Lemonade, Inc. 401(k) Plan reported $40M in total assets and 849 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,064 in Finance & Insurance (8,549 peers)

Where Lemonade, Inc. 401(k) Plan sits by assets

Lemonade, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 849 participants (~$46,617/participant), up 30.0% in 2024.

#6,064
in Finance & Insurance (8,549 peers)
+30.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lemonade, Inc. 401(k) Plan's outsized position by total assets

Lemonade, Inc. 401(k) Plan vs every filed plan by assets

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

$39,577,772 Top 19% higher than 81% 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

Lemonade, Inc. 401(k) 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. Lemonade, Inc. 401(k) Plan sits mid-pack in the medium band (849 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lemonade, Inc. 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Lemonade, Inc. 401(k) Plan reported participants rose from 750 in the plan year 2023 filing to 849 in the plan year 2024 filing.
  • Lemonade, Inc. 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320469673 · Lemonade, Inc. PY 2024 · 401(k)

Lemonade, Inc. 401(k) Plan · $40M · 849 · 81st

  • SCH $40M
  • EBSA 849
  • PART 81st
  • TYPE 401(k)
  • NET near Community Care of North Carolina, Inc 401(k) Plan
  • BOOK ind #6064

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 New York →

Lemonade, Inc. 401(k) Plan in the asset neighbourhood

Lemonade, Inc. 401(k) Plan$40MCommunity Care of North Carolina, Inc 401(k) PlanCommunity Care of North Caro…$40MInterim Healthcare of the Upstate 401(k) PlanInterim Healthcare of the Up…$40MContinental Cars, Inc. 401(k) Plan & TrustContinental Cars, Inc. 401(k…$40MXero, Inc. 401(k) Plan$40M
End-of-year total assets ($M) among Lemonade, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN320469673
Plan Effective Date2018-04-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Lemonade, Inc.)

Sponsor-wide plan assets over time

All Lemonade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 184.8855804726502% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $13.9M $39.6M ▲ +185.0%
Year Plans Participants Total Assets
2022 1 792 $14M
2023 1 750 $30M
2024 1 849 $40M

Nearby 401(k) Plans in New York

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

Lemonade, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lemonade, Inc. 401(k) Plan, Total assets ($B): 0.039577772 · Participants: 849Lemonade, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lemonade, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lemonade, Inc. 401(k) Plan side-by-side with 3 peers →

Lemonade, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Community Care of North Carolina, Inc 401(k) Plan in NC ($40M); by covered participants it is Sandhills 401(k) Plan in NE (849 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (849 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 Lemonade, Inc. 401(k) Plan assets move in 2024? ▼
Lemonade, Inc. 401(k) Plan surged - up 30.0% during 2024, from $30M to $40M. Reported net income was $9M.
How have Lemonade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lemonade, Inc.'s sponsor-wide assets grew 184.9%, from $14M to $40M.
Where does Lemonade, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lemonade, Inc. 401(k) Plan ranks in the 81st 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 Lemonade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Care of North Carolina, Inc 401(k) Plan in NC ($40M, 470 participants).
Which 401(k) plans cover a similar participant headcount to Lemonade, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sandhills 401(k) Plan in NE (849 participants, $78M 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 320469673.

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.