401(k) · DOL Form 5500 · 2024

Lbk Enterprise LLC Dba Kellyco Agency 401(k) Plan

Data updated 2026-08-25

$979K
Total assets Small plan by assets
7
Participants Small participant base
23rd
Percentile by assets National rank
$139,821
Avg per participant Near avg balance/head
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Official DOL plan name: Lbk Enterprise LLC 401(k) Plan · Sponsored by Lbk Enterprise LLC Dba Kellyco Agency · California · Professional & Technical Services

$979K in assets, 7 participants

Lbk Enterprise LLC Dba Kellyco Agency's Lbk Enterprise LLC 401(k) Plan reported $979K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,628 in Professional & Technical Services (20,173 peers)

Lbk Enterprise LLC Dba Kellyco Agency multi-year trail

Lbk Enterprise LLC Dba Kellyco Agency's plans moved +190.0% in assets from 2022 to 2024; this filing shows Lbk Enterprise LLC 401(k) Plan at $979K / 7 participants.

#3,628
in Professional & Technical Services (20,173 peers)
+40.3%
assets growth YoY

Lbk Enterprise LLC 401(k) Plan among the smaller filed plans by assets

Lbk Enterprise LLC 401(k) Plan vs every filed plan by assets

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

$978,745 23rd percentile higher than 23% 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

Lbk Enterprise LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lbk Enterprise LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lbk Enterprise LLC 401(k) Plan end-of-year assets rose from $698K in the plan year 2023 filing to $979K in the plan year 2024 filing.
  • Lbk Enterprise LLC 401(k) Plan reported net income rose from $227K in the plan year 2023 filing to $281K in the plan year 2024 filing.
  • Lbk Enterprise LLC 401(k) Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820936768 · Lbk Enterprise LLC Dba Kellyco Agency PY 2024 · 401(k)

Lbk Enterprise LLC 401(k) Plan · $979K · 7 · 23rd

  • VS-ST $979K
  • VS-ST 7
  • VS-ST 23rd
  • VS-ST 401(k)
  • VS-ST near Feathered Friends, Inc. 401(k) Plan
  • VS-ST ind #3628

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 Professional & Technical Services retirement plans → · Plans in California →

Lbk Enterprise LLC 401(k) Plan in the asset neighbourhood

Lbk Enterprise LLC 401(k) PlanLbk Enterprise LLC 401(k) Pl…$979KFeathered Friends, Inc. 401(k) PlanFeathered Friends, Inc. 401(…$979KAcm Ventures, Inc. 401(k) Profit Sharing PlanAcm Ventures, Inc. 401(k) Pr…$979KLet's Get Better Fitness, Inc. 401(k) PlanLet's Get Better Fitness, In…$979KPools Rule Inc. 401(k) Plan$979K
End-of-year total assets ($M) among Lbk Enterprise LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lbk Enterprise LLC Dba Kellyco Agency multi-year asset trail

Sponsor-wide plan assets over time

All Lbk Enterprise LLC Dba Kellyco Agency plans reported in each filing year

Latest sponsor-wide plan assets
$1M 190.0140072990994% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.47M $1.36M ▲ +189.4%
Year Plans Participants Total Assets
2022 1 5 $470K
2023 2 11 $921K
2024 2 12 $1M

Lbk Enterprise LLC Dba Kellyco Agency filing trail (2024)

Total Assets (Beginning of Year)$698K
Net Assets (End of Year)$979K
Net Income$281K
Employer EIN820936768
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Lbk Enterprise LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lbk Enterprise LLC 401(k) Plan, Total assets ($B): 0.000978745 · Participants: 7Lbk Enterprise LLC 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
Lbk Enterprise LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lbk Enterprise LLC 401(k) Plan side-by-side with 3 peers →

Lbk Enterprise LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Feathered Friends, Inc. 401(k) Plan in TX ($979K); by covered participants it is Cz14, Inc. 401(k) Plan in DE (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($979K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Lbk Enterprise LLC 401(k) Plan assets move in 2024? ▼
Lbk Enterprise LLC 401(k) Plan surged - up 40.3% during 2024, from $698K to $979K. Reported net income was $281K.
How have Lbk Enterprise LLC Dba Kellyco Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbk Enterprise LLC Dba Kellyco Agency's sponsor-wide assets grew 190.0%, from $470K to $1M.
Where does Lbk Enterprise LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Lbk Enterprise LLC 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lbk Enterprise LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Feathered Friends, Inc. 401(k) Plan in TX ($979K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Lbk Enterprise LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cz14, Inc. 401(k) Plan in DE (7 participants, $380K 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 820936768.

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.