401(k) · DOL Form 5500 · 2024
Lyons & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 4,637
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $17,233
- Avg per participant Low balance/head
Official DOL plan name: Lyons & Company, Inc. Multiple Employer Plan · Sponsored by Lyons & Company, Inc. · Alabama · Professional & Technical Services
$80M in assets, 4,637 participants
Lyons & Company, Inc.'s Lyons & Company, Inc. Multiple Employer Plan reported $80M in total assets and 4,637 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,127 in Professional & Technical Services (20,173 peers)
Coverage in Alabama
Lyons & Company, Inc. Multiple Employer Plan covers 4,637 participants in Alabama, 13x the typical Alabama plan (state average ~360 per filing). Assets: $80M.
- #18,127
- in Professional & Technical Services (20,173 peers)
- +11.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Lyons & Company, Inc. Multiple Employer Plan's outsized position by total assets
Lyons & Company, Inc. Multiple Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,909,488 Top 11% higher than 89% 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
Lyons & Company, Inc. Multiple Employer 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 & Company, Inc. Multiple Employer Plan lands in the large band (4,637 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lyons & Company, Inc. Multiple Employer Plan reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Lyons & Company, Inc. Multiple Employer Plan reported participants rose from 3,834 in the plan year 2023 filing to 4,637 in the plan year 2024 filing.
- Lyons & Company, Inc. Multiple Employer Plan end-of-year assets rose from $72M in the plan year 2023 filing to $80M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 204033514 · Lyons & Company, Inc. PY 2024 · 401(k)
Lyons & Company, Inc. Multiple Employer Plan · $80M · 4,637 · 89th
- PHOTO $80M
- PHOTO 4,637
- PHOTO 89th
- PHOTO 401(k)
- PHOTO near The Leslie's Poolmart, Inc. 401(k) Savings Plan
- PHOTO ind #18127
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 Alabama →
Lyons & Company, Inc. Multiple Employer Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $10M |
| Employer EIN | 204033514 |
| Plan Effective Date | 2008-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lyons & Company, Inc.)
Sponsor-wide plan assets over time
All Lyons & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 33.2502888511582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,337 | $60M |
| 2023 | 1 | 3,834 | $72M |
| 2024 | 1 | 4,637 | $80M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Lyons & Company, Inc. Multiple Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is The Leslie's Poolmart, Inc. 401(k) Savings Plan in AZ ($80M); by covered participants it is Arcosa 401(k) Plan in TX (4,637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- The Leslie's Poolmart, Inc. 401(k) Savings Plan (AZ) $80M · 3,386
- Piper Aircraft, Inc. Retirement Savings Plan (FL) $80M · 1,219
- Altarum Institute Retirement & Savings Plan (MI) $80M · 293
- Mendes & Mount, LLP Retirement Plan (NY) $80M · 135
Similar participant headcount
Nearest other-state filings by covered participants (4,637 participants); asset peers above are excluded.
- Arcosa 401(k) Plan (TX) 4,637 · 0 off
- The Clemens Family Sharing Plan (PA) 4,637 · 0 off
- Plumbers Local Union No. 1 Employee 401(k) Savings Plan (NY) 4,638 · 1 off
- Mccormick 401(k) Retirement Plan (MD) 4,639 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.