401(k) · DOL Form 5500 · 2024

Lyons Magnus, LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,069
Participants Near avg headcount
85th
Percentile by assets National rank
$50,541
Avg per participant Low balance/head
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Official DOL plan name: Lyons Magnus Employees' Retirement Savings Plan · Sponsored by Lyons Magnus, LLC · California · Wholesale Trade

$54M in assets, 1,069 participants

Lyons Magnus, LLC's Lyons Magnus Employees' Retirement Savings Plan reported $54M in total assets and 1,069 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,244 in Wholesale Trade (6,080 peers)

Where Lyons Magnus Employees' Retirement Savings Plan sits by assets

Lyons Magnus Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $54M for 1,069 participants (~$50,541/participant), up 8.8% in 2024.

#5,244
in Wholesale Trade (6,080 peers)
+8.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lyons Magnus Employees' Retirement Savings Plan's outsized position by total assets

Lyons Magnus Employees' Retirement Savings Plan vs every filed plan by assets

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

$54,028,634 Top 15% higher than 85% 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

Lyons Magnus Employees' Retirement Savings 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. Lyons Magnus Employees' Retirement Savings Plan lands in the large band (1,069 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lyons Magnus Employees' Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lyons Magnus Employees' Retirement Savings Plan reported participants rose from 961 in the plan year 2023 filing to 1,069 in the plan year 2024 filing.
  • Lyons Magnus Employees' Retirement Savings Plan end-of-year assets rose from $50M in the plan year 2023 filing to $54M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 822966358 · Lyons Magnus, LLC PY 2024 · 401(k)

Lyons Magnus Employees' Retirement Savings Plan · $54M · 1,069 · 85th

  • VS-ST $54M
  • VS-ST 1,069
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near The Specialty Mfg. Co. 401(k) Profit Sharing Plan
  • VS-ST ind #5244

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 Wholesale Trade retirement plans → · Plans in California →

Lyons Magnus Employees' Retirement Savings Plan in the asset neighbourhood

Glen Mills Schools Savings and Protection PlanGlen Mills Schools Savings a…$54MRosecrance 401(k) Savings PlanRosecrance 401(k) Savings Pl…$54MLyons Magnus Employees' Retirement Savings PlanLyons Magnus Employees' Reti…$54MThe Specialty Mfg. Co. 401(k) Profit Sharing PlanThe Specialty Mfg. Co. 401(k…$54MCavaliers 401(k) Plan$54M
End-of-year total assets ($M) among Lyons Magnus Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$54M
Net Income$4M
Employer EIN822966358
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lyons Magnus, LLC)

Sponsor-wide plan assets over time

All Lyons Magnus, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 12.38252058380649% vs 2022
2024 filing year
$46M$48M$50M$52M$54M$56M 202220232024 $48.1M $54M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 979 $48M
2023 1 961 $50M
2024 1 1,069 $54M

Nearby 401(k) Plans in California

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

Lyons Magnus Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lyons Magnus Employees' Retirement Savings Plan, Total assets ($B): 0.054028634 · Participants: 1069Lyons Magnus Employees' Retirement Savings 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
Lyons Magnus Employees' Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Lyons Magnus Employees' Retirement Savings Plan side-by-side with 3 peers →

Lyons Magnus Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Specialty Mfg. Co. 401(k) Profit Sharing Plan in MN ($54M); by covered participants it is Jencap Group 401(k) Plan in NY (1,069 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,069 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 Lyons Magnus Employees' Retirement Savings Plan assets move in 2024? ▼
Lyons Magnus Employees' Retirement Savings Plan grew at a solid clip - up 8.8% during 2024, from $50M to $54M. Reported net income was $4M.
How have Lyons Magnus, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lyons Magnus, LLC's sponsor-wide assets grew 12.4%, from $48M to $54M.
Where does Lyons Magnus Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Lyons Magnus Employees' Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lyons Magnus Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Specialty Mfg. Co. 401(k) Profit Sharing Plan in MN ($54M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Lyons Magnus Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jencap Group 401(k) Plan in NY (1,069 participants, $111M 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 822966358.

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.