401(k) · DOL Form 5500 · 2024

Lisi Holding North America, Inc. 401(k) Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
1,638
Participants Near avg headcount
93rd
Percentile by assets National rank
$87,170
Avg per participant Below avg balance/head
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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.

  • #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.

#15,812
in Manufacturing (17,777 peers)
+10.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Lisi Companies 401(k) Plan's outsized position by total assets

Lisi Companies 401(k) Plan vs every filed plan by assets

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

$142,784,452 Top 7% higher than 93% 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

Lisi Companies 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lisi Companies 401(k) Plan lands in the large band (1,638 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952891381 · Lisi Holding North America, Inc. PY 2024 · 401(k)

Lisi Companies 401(k) Plan · $143M · 1,638 · 93rd

  • EOY $143M
  • 5500 1,638
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Copyright Clearance Center, Inc. Savings and Retirement Plan
  • RANK ind #15812

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 Manufacturing retirement plans → · Plans in California →

Lisi Companies 401(k) Plan in the asset neighbourhood

Lisi Companies 401(k) Plan$143MCopyright Clearance Center, Inc. Savings and Retirement PlanCopyright Clearance Center, …$143MTonkon Torp LLP Profit Sharing and 401(k) PlanTonkon Torp LLP Profit Shari…$143MOzinga Bros., Inc. Employee's Profit Sharing Plan & TrustOzinga Bros., Inc. Employee'…$143MWoman's Hospital Foundation 401(a) Employer Contribution PlanWoman's Hospital Foundation …$143M
End-of-year total assets ($M) among Lisi Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$143M
Net Income$13M
Employer EIN952891381
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lisi Holding North America, Inc.)

Sponsor-wide plan assets over time

All Lisi Holding North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$143M 26.94819076729031% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $112M $143M ▲ +26.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lisi Companies 401(k) Plan, Total assets ($B): 0.142784452 · Participants: 1638Lisi Companies 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Lisi Companies 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lisi Companies 401(k) Plan side-by-side with 3 peers →

Lisi Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Copyright Clearance Center, Inc. Savings and Retirement Plan in MA ($143M); by covered participants it is Melton Truck Lines, Inc. 401(k) Profit Sharing Plan in OK (1,638 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,638 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 Lisi Companies 401(k) Plan assets move in 2024? ▼
Lisi Companies 401(k) Plan grew at a solid clip - up 10.1% during 2024, from $130M to $143M. Reported net income was $13M.
How have Lisi Holding North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lisi Holding North America, Inc.'s sponsor-wide assets grew 26.9%, from $112M to $143M.
Where does Lisi Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Lisi Companies 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lisi Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Copyright Clearance Center, Inc. Savings and Retirement Plan in MA ($143M, 374 participants).
Which 401(k) plans cover a similar participant headcount to Lisi Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melton Truck Lines, Inc. 401(k) Profit Sharing Plan in OK (1,638 participants, $64M 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 952891381.

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.