401(k) · DOL Form 5500 · 2023

Lix Investments Inc 401(k) Plan

Data updated 2026-08-25

$650K
Total assets Small plan by assets
6
Participants Small participant base
20th
Percentile by assets National rank
$108,334
Avg per participant Below avg balance/head
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Official DOL plan name: Lix Investments Inc 401(k) Profit Sharing Plan · Sponsored by Lix Investments Inc · Texas · Other Services

$650K in assets, 6 participants

Lix Investments Inc's Lix Investments Inc 401(k) Profit Sharing Plan reported $650K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,338 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Lix Investments Inc 401(k) Profit Sharing Plan ranks #3,338 of 7,857 2023 filers by assets (3088% of the sector average)-$650K for 6 participants.

#3,338
in Other Services (7,857 peers)
+44.3%
assets growth YoY

Lix Investments Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lix Investments Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$650,001 20th percentile higher than 20% of 127,068 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 2023

Lix Investments Inc 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lix Investments Inc 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lix Investments Inc 401(k) Profit Sharing Plan reported net income rose from -$50K in the plan year 2022 filing to $200K in the plan year 2023 filing.
  • Lix Investments Inc 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Lix Investments Inc 401(k) Profit Sharing Plan end-of-year assets rose from $450K in the plan year 2022 filing to $650K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 862077351 · Lix Investments Inc PY 2023 · 401(k)

Lix Investments Inc 401(k) Profit Sharing Plan · $650K · 6 · 20th

  • VS-ST $650K
  • BOY 6
  • SCH 20th
  • EBSA 401(k)
  • PART near Ccb Industries Inc. Retirement Plan
  • TYPE ind #3338

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 Other Services retirement plans → · Plans in Texas →

Lix Investments Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Lix Investments Inc 401(k) Profit Sharing PlanLix Investments Inc 401(k) P…$650KCcb Industries Inc. Retirement PlanCcb Industries Inc. Retireme…$650KTrilogy Staffing 401(k) Plan$650KFord & Dalton, Ps 401(k) Plan$650KAtticus Corporate 401(k) Profit Sharing Plan & TrustAtticus Corporate 401(k) Pro…$650K
End-of-year total assets ($M) among Lix Investments Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$450K
Net Assets (End of Year)$650K
Net Income$200K
Employer EIN862077351
Plan Effective Date2021-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Lix Investments Inc)

Sponsor-wide plan assets over time

All Lix Investments Inc plans reported in each filing year

Latest sponsor-wide plan assets
$900K 99.9156148127093% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.45M $0.9M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 1 $450K
2023 1 6 $650K
2024 1 5 $900K

Nearby 401(k) Plans in Texas

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

Lix Investments Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lix Investments Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000650001 · Participants: 6Lix Investments Inc 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lix Investments Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lix Investments Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lix Investments Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ccb Industries Inc. Retirement Plan in KS ($650K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($650K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lix Investments Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Lix Investments Inc 401(k) Profit Sharing Plan surged - up 44.3% during 2023, from $450K to $650K. Reported net income was $200K.
How have Lix Investments Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lix Investments Inc's sponsor-wide assets grew 99.9%, from $450K to $900K.
Where does Lix Investments Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lix Investments Inc 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lix Investments Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ccb Industries Inc. Retirement Plan in KS ($650K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Lix Investments Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 862077351.

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.