401(k) · DOL Form 5500 · 2024

Lloyd Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
375
Participants Below avg headcount
70th
Percentile by assets National rank
$52,631
Avg per participant Low balance/head
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Official DOL plan name: Lloyd Companies 401(k) Plan and Trust · Sponsored by Lloyd Companies, Inc. · South Dakota · Real Estate

$20M in assets, 375 participants

Lloyd Companies, Inc.'s Lloyd Companies 401(k) Plan and Trust reported $20M in total assets and 375 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,887 in Real Estate (4,605 peers)

Lloyd Companies, Inc. multi-year trail

Lloyd Companies, Inc.'s plans moved +76.3% in assets from 2022 to 2024; this filing shows Lloyd Companies 401(k) Plan and Trust at $20M / 375 participants.

#3,887
in Real Estate (4,605 peers)
+23.3%
assets growth YoY

Lloyd Companies 401(k) Plan and Trust's outsized position by total assets

Lloyd Companies 401(k) Plan and Trust vs every filed plan by assets

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

$19,736,685 Top 30% higher than 70% 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

Lloyd Companies 401(k) Plan and Trust 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. Lloyd Companies 401(k) Plan and Trust sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lloyd Companies 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Lloyd Companies 401(k) Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Lloyd Companies 401(k) Plan and Trust reported participants rose from 321 in the plan year 2023 filing to 375 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 832634703 · Lloyd Companies, Inc. PY 2024 · 401(k)

Lloyd Companies 401(k) Plan and Trust · $20M · 375 · 70th

  • EBSA $20M
  • PART 375
  • TYPE 70th
  • NET 401(k)
  • BOOK near Urovant Sciences, Inc. Savings Plan
  • VS-ST ind #3887

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 Real Estate retirement plans → · Plans in South Dakota →

Lloyd Companies 401(k) Plan and Trust in the asset neighbourhood

Lloyd Companies 401(k) Plan and TrustLloyd Companies 401(k) Plan …$20MUrovant Sciences, Inc. Savings PlanUrovant Sciences, Inc. Savin…$20MCentral Electric Power Association 401(k) PlanCentral Electric Power Assoc…$20MNorth Hill 401(k) Plan$20MVervent 401(k) Plan$20M
End-of-year total assets ($M) among Lloyd Companies 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lloyd Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lloyd Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 76.25174941828939% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $11.2M $19.7M ▲ +76.3%
Year Plans Participants Total Assets
2022 1 253 $11M
2023 1 321 $16M
2024 1 375 $20M

Lloyd Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN832634703
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Lloyd Companies 401(k) Plan and Trust vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Lloyd Companies 401(k) Plan and Trust, Total assets ($M): 19.736685 · Participants: 375Lloyd Companies 401(k) Plan and TrustBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
Lloyd Companies 401(k) Plan and Trust vs. nearby 401(k) plans in South Dakota, assets vs. participants

Lloyd Companies 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Urovant Sciences, Inc. Savings Plan in CA ($20M); by covered participants it is Easypost 401(k) Plan in UT (375 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Lloyd Companies 401(k) Plan and Trust assets move in 2024?
Lloyd Companies 401(k) Plan and Trust grew sharply - up 23.3% during 2024, from $16M to $20M. Reported net income was $4M.
How have Lloyd Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lloyd Companies, Inc.'s sponsor-wide assets grew 76.3%, from $11M to $20M.
Which 401(k) plans are similar in size to Lloyd Companies 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Urovant Sciences, Inc. Savings Plan in CA ($20M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd Companies 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Easypost 401(k) Plan in UT (375 participants, $24M in assets).