401(k) · DOL Form 5500 · 2024

Lulu Press, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
102
Participants Small participant base
57th
Percentile by assets National rank
$103,418
Avg per participant Below avg balance/head
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Official DOL plan name: Lulu Press & Elizabeth Bradley Design 401(k) Plan · Sponsored by Lulu Press, Inc. · North Carolina · Information & Media

$11M in assets, 102 participants

Lulu Press, Inc.'s Lulu Press & Elizabeth Bradley Design 401(k) Plan reported $11M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,220 in Information & Media (2,822 peers)

Coverage in North Carolina

Lulu Press & Elizabeth Bradley Design 401(k) Plan covers 102 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#1,220
in Information & Media (2,822 peers)
+20.2%
assets growth YoY

Lulu Press & Elizabeth Bradley Design 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Lulu Press & Elizabeth Bradley Design 401(k) Plan vs every filed plan by assets

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

$10,548,595 Top 43% higher than 57% 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

Lulu Press & Elizabeth Bradley Design 401(k) 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. Lulu Press & Elizabeth Bradley Design 401(k) Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lulu Press & Elizabeth Bradley Design 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lulu Press & Elizabeth Bradley Design 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lulu Press & Elizabeth Bradley Design 401(k) Plan reported participants fell from 109 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943419924 · Lulu Press, Inc. PY 2024 · 401(k)

Lulu Press & Elizabeth Bradley Design 401(k) Plan · $11M · 102 · 57th

  • EBSA $11M
  • PART 102
  • TYPE 57th
  • NET 401(k)
  • BOOK near Dynamic Retirement Plan
  • VS-ST ind #1220

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 Information & Media retirement plans → · Plans in North Carolina →

Lulu Press & Elizabeth Bradley Design 401(k) Plan in the asset neighbourhood

Lulu Press & Elizabeth Bradley Design 401(k) PlanLulu Press & Elizabeth Bradl…$11MDynamic Retirement Plan$11MWilliams Industries, Inc. Employee Savings and Retirement PlanWilliams Industries, Inc. Em…$11MThe Retirement Plan for Employees of Florida Cardiology, P.a.The Retirement Plan for Empl…$11MMc2 Civil, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Lulu Press & Elizabeth Bradley Design 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN943419924
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lulu Press, Inc.)

Sponsor-wide plan assets over time

All Lulu Press, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.92858367570589% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.85M $10.6M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 86 $7M
2023 1 109 $9M
2024 1 102 $11M

Nearby 401(k) Plans in North Carolina

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

Lulu Press & Elizabeth Bradley Design 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Lulu Press & Elizabeth Bradley Design 401(k) Plan, Total assets ($B): 0.010548595 · Participants: 102Lulu Press & Elizabeth Bradley Design 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Lulu Press & Elizabeth Bradley Design 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lulu Press & Elizabeth Bradley Design 401(k) Plan side-by-side with 3 peers →

Lulu Press & Elizabeth Bradley Design 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dynamic Retirement Plan in TX ($11M); by covered participants it is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Lulu Press & Elizabeth Bradley Design 401(k) Plan assets move in 2024? ▼
Lulu Press & Elizabeth Bradley Design 401(k) Plan grew sharply - up 20.2% during 2024, from $9M to $11M. Reported net income was $2M.
How have Lulu Press, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lulu Press, Inc.'s sponsor-wide assets grew 53.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Lulu Press & Elizabeth Bradley Design 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynamic Retirement Plan in TX ($11M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Lulu Press & Elizabeth Bradley Design 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paige Electric Co., L.P. 401(k) Profit Sharing Plan in NJ (102 participants, N/A 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 943419924.

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.