401(k) · DOL Form 5500 · 2024
Lonestar Forklift 2017 USA, in 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 306
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $30,341
- Avg per participant Low balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. · Sponsored by Lonestar Forklift 2017 USA, in · Texas · Retail Trade
$9M in assets, 306 participants
Lonestar Forklift 2017 USA, in's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. reported $9M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #5,200 in Retail Trade (8,048 peers)
Coverage in Texas
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. covers 306 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $9M.
- #5,200
- in Retail Trade (8,048 peers)
- +37.9%
- assets growth YoY
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc.'s mid-pack asset rank among Retail Trade and all filers
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,284,366 Top 46% higher than 54% 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. reported participants rose from 186 in the plan year 2023 filing to 306 in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 822126186 · Lonestar Forklift 2017 USA, in PY 2024 · 401(k)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. · $9M · 306 · 54th
- EIN $9M
- EIN 306
- EIN 54th
- EIN 401(k)
- EIN near Tracegains Inc 401(k) Ps Plan and Trust
- EIN ind #5200
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 Retail Trade retirement plans → · Plans in Texas →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc. in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 822126186 |
| Plan Effective Date | 2017-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lonestar Forklift 2017 USA, in)
Sponsor-wide plan assets over time
All Lonestar Forklift 2017 USA, in plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 65.72125619756822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $6M |
| 2023 | 1 | 186 | $7M |
| 2024 | 1 | 306 | $9M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lonestar Forklift 2017 USA, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Tracegains Inc 401(k) Ps Plan and Trust in CO ($9M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Holland Enterprises, Inc 401(k) Retirement Plan (ND) 306 · 0 off
- Tribar Manufacturing, LLC 401(k) Plan (MI) 306 · 0 off
- Excelsior Defense Inc Retirement Plan (FL) 306 · 0 off
- Turn Community Services 401(k) Plan (UT) 306 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.