401(k) · DOL Form 5500 · 2024
Lotus Group USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $59,828
- Avg per participant Low balance/head
Official DOL plan name: Lotus Group 401(k) Plan · Sponsored by Lotus Group USA, Inc. · Massachusetts · Finance & Insurance
$12M in assets, 207 participants
Lotus Group USA, Inc.'s Lotus Group 401(k) Plan reported $12M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,787 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Lotus Group 401(k) Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.
- #3,787
- in Finance & Insurance (8,549 peers)
- +41.0%
- assets growth YoY
Lotus Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Lotus Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,384,425 Top 40% higher than 60% 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
Lotus Group 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. Lotus Group 401(k) Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lotus Group 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Lotus Group 401(k) Plan reported participants rose from 173 in the plan year 2023 filing to 207 in the plan year 2024 filing.
- Lotus Group 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 753169679 · Lotus Group USA, Inc. PY 2024 · 401(k)
Lotus Group 401(k) Plan · $12M · 207 · 60th
- SCH $12M
- SCH 207
- SCH 60th
- SCH 401(k)
- SCH near Wb&t Bankshares, Inc. 401(k) Plan
- SCH ind #3787
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 Massachusetts →
Lotus Group 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $4M |
| Employer EIN | 753169679 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lotus Group USA, Inc.)
Sponsor-wide plan assets over time
All Lotus Group USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 121.40446851968554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 130 | $6M |
| 2023 | 1 | 173 | $9M |
| 2024 | 1 | 207 | $12M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Lotus Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Wb&t Bankshares, Inc. 401(k) Plan in GA ($12M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Wb&t Bankshares, Inc. 401(k) Plan (GA) $12M · 136
- Phusion Projects, LLC 401(k) Plan (IL) $12M · 133
- Petittis 401(k) Plan (OH) $12M · 312
- Knighted Ventures, LLC 401(k) Retirement Savings Plan (CA) $12M · 2,119
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 207 · 0 off
- The Las Olas Company, Inc. 401(k) Plan (FL) 207 · 0 off
- Gmfs, LLC 401(k) Plan (LA) 207 · 0 off
- The Simon Konover Company 401(k) Savings Plan (CT) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.