401(k) · DOL Form 5500 · 2024
Lisi Holding North America, Inc. 401(k) Plan
Data updated 2026-08-11
- $143M
- Total assets
- 1,638
- Participants
- 93rd
- Percentile by assets
- $87,170
- Avg per participant
Official DOL plan name: Lisi Companies 401(k) Plan · Sponsored by Lisi Holding North America, Inc. · California · Manufacturing
$143M in assets, 1,638 participants
Lisi Holding North America, Inc.'s Lisi Companies 401(k) Plan reported $143M in total assets and 1,638 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #15,812 in Manufacturing (17,777 peers)
Coverage in California
Lisi Companies 401(k) Plan covers 1,638 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $143M.
- $143M
- total plan assets (2024 EOY)
- 1,638
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $87,170
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lisi Companies 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Lisi Companies 401(k) Plan reported participants rose from 1,426 in the plan year 2023 filing to 1,638 in the plan year 2024 filing.
- Lisi Companies 401(k) Plan end-of-year assets rose from $130M in the plan year 2023 filing to $143M in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Lisi Companies 401(k) Plan reports 1,638 participants - 2.6x that state average ($143M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $13M |
| Employer EIN | 952891381 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lisi Holding North America, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,338 | $112M |
| 2023 | 1 | 1,426 | $130M |
| 2024 | 1 | 1,638 | $143M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lisi Companies 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lisi Companies 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Lisi Companies 401(k) Plan assets move in 2024? ▼
How have Lisi Holding North America, Inc. plan assets changed over time? ▼
Where does Lisi Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lisi Companies 401(k) Plan? ▼
Next read for Lisi Companies 401(k) Plan
Filing takeaways
Ways to act on Lisi Companies 401(k) Plan's numbers.
- By total assets, Lisi Companies 401(k) Plan ranks in the top 10% 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
- Lisi Holding North America, Inc.'s sponsor-wide assets have grown 26.9% since 2022 across 3 plan years on file. More Manufacturing plans