401(k) · DOL Form 5500 · 2024

Lexicon Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
2,441
Participants Above avg headcount
89th
Percentile by assets National rank
$33,812
Avg per participant Low balance/head
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Official DOL plan name: Lexicon 401(k) Plan · Sponsored by Lexicon Management Group, Inc. · Arkansas · Manufacturing

$83M in assets, 2,441 participants

Lexicon Management Group, Inc.'s Lexicon 401(k) Plan reported $83M in total assets and 2,441 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.

  • #14,894 in Manufacturing (17,777 peers)

Where Lexicon 401(k) Plan sits by assets

Lexicon 401(k) Plan sits in the top quartile of all filed plans by assets, $83M for 2,441 participants (~$33,812/participant), up 16.3% in 2024.

#14,894
in Manufacturing (17,777 peers)
+16.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Lexicon 401(k) Plan's outsized position by total assets

Lexicon 401(k) Plan vs every filed plan by assets

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

$82,534,191 Top 11% higher than 89% 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

Lexicon 401(k) 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. Lexicon 401(k) Plan lands in the large band (2,441 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lexicon 401(k) Plan end-of-year assets rose from $71M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Lexicon 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Lexicon 401(k) Plan reported participants rose from 2,374 in the plan year 2023 filing to 2,441 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352429358 · Lexicon Management Group, Inc. PY 2024 · 401(k)

Lexicon 401(k) Plan · $83M · 2,441 · 89th

  • EIN $83M
  • RANK 2,441
  • PHOTO 89th
  • IND 401(k)
  • EOY near Duckhorn Wine Company 401(k) Plan
  • 5500 ind #14894

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 Manufacturing retirement plans → · Plans in Arkansas →

Lexicon 401(k) Plan in the asset neighbourhood

Duckhorn Wine Company 401(k) PlanDuckhorn Wine Company 401(k)…$83MLexicon 401(k) Plan$83MAutoneum North America, Inc. Retirement and Savings PlanAutoneum North America, Inc.…$83MAutoneum North America, Inc. Retirement and Savings PlanAutoneum North America, Inc.…$83MManitou Americas Savings Plan$83M
End-of-year total assets ($M) among Lexicon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$83M
Net Income$12M
Employer EIN352429358
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lexicon Management Group, Inc.)

Sponsor-wide plan assets over time

All Lexicon Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 43.145735685151706% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.7M $82.5M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 1,995 $58M
2023 1 2,374 $71M
2024 1 2,441 $83M

Nearby 401(k) Plans in Arkansas

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

Lexicon 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -200204060 Total assets ($B) Participants Lexicon 401(k) Plan, Total assets ($B): 0.082534191 · Participants: 2441Lexicon 401(k) PlanWalmart 401(k) Plan, Total assets ($B): 50.790179678 · Participants: 1635899Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.735357745 · Participants: 118403Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 3.00399706 · Participants: 30070Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.407976159 · Participants: 35023J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.291584763 · Participants: 9409Windstream 401(k) Plan
Lexicon 401(k) Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants

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

Outside Arkansas, the nearest 401(k) by assets is Duckhorn Wine Company 401(k) Plan in CA ($83M); by covered participants it is Magic Software Participating Companies 401(k) Plan in PA (2,441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,441 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 Lexicon 401(k) Plan assets move in 2024?
Lexicon 401(k) Plan grew sharply - up 16.3% during 2024, from $71M to $83M. Reported net income was $12M.
How have Lexicon Management Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lexicon Management Group, Inc.'s sponsor-wide assets grew 43.1%, from $58M to $83M.
Where does Lexicon 401(k) Plan rank by assets among Form 5500 filers?
Lexicon 401(k) Plan ranks in the 89th 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 Lexicon 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Duckhorn Wine Company 401(k) Plan in CA ($83M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Lexicon 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Magic Software Participating Companies 401(k) Plan in PA (2,441 participants, $52M in assets).