401(k) · DOL Form 5500 · 2024
Lane Gorman Trubitt, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $195,618
- Avg per participant Above avg balance/head
Official DOL plan name: Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan · Sponsored by Lane Gorman Trubitt, LLC · Texas · Professional & Technical Services
$25M in assets, 130 participants
Lane Gorman Trubitt, LLC's Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan reported $25M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,030 in Professional & Technical Services (20,173 peers)
Coverage in Texas
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $25M.
- #15,030
- in Professional & Technical Services (20,173 peers)
- -25.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,430,280 Top 25% higher than 75% 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
Lane Gorman Trubitt, LLC 401(k) Profit Sharing 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. Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
- Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $34M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan reported participants rose from 115 in the plan year 2023 filing to 130 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 751044330 · Lane Gorman Trubitt, LLC PY 2024 · 401(k)
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan · $25M · 130 · 75th
- NET $25M
- BOOK 130
- VS-ST 75th
- BOY 401(k)
- SCH near Eagle Crusher/Stedman Machine 401(k) Retirement Plan
- EBSA ind #15030
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 Texas →
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$9M |
| Employer EIN | 751044330 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lane Gorman Trubitt, LLC)
Sponsor-wide plan assets over time
All Lane Gorman Trubitt, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 14.541393099080082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $30M |
| 2023 | 1 | 115 | $34M |
| 2024 | 1 | 130 | $25M |
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
Lane Gorman Trubitt, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Eagle Crusher/Stedman Machine 401(k) Retirement Plan in OH ($25M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Eagle Crusher/Stedman Machine 401(k) Retirement Plan (OH) $25M · 208
- Twm / Tac 401(k) Plan (IL) $25M · 154
- Anchor Bay Packaging Corp. 401(k) Plan (MI) $25M · 236
- Rlj Lodging Trust, L.P. 401(k) Plan (MD) $25M · 78
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust (NY) 130 · 0 off
- Hni Risk Services 401(k) Plan (MI) 130 · 0 off
- Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 130 · 0 off
- Paragon Legal Group LLC 401(k) Plan (CA) 130 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.