401(k) · DOL Form 5500 · 2024

Lenbrook Square Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
358
Participants Below avg headcount
57th
Percentile by assets National rank
$30,017
Avg per participant Low balance/head
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Official DOL plan name: Lenbrook Square Foundation, Inc. 401(k) Savings Plan · Sponsored by Lenbrook Square Foundation, Inc. · Georgia · Healthcare & Social Assistance

$11M in assets, 358 participants

Lenbrook Square Foundation, Inc.'s Lenbrook Square Foundation, Inc. 401(k) Savings Plan reported $11M in total assets and 358 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.

  • #10,611 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Lenbrook Square Foundation, Inc. 401(k) Savings Plan covers 358 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#10,611
in Healthcare & Social Assistance (16,916 peers)
+14.5%
assets growth YoY

Lenbrook Square Foundation, Inc. 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lenbrook Square Foundation, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$10,745,916 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

Lenbrook Square Foundation, Inc. 401(k) Savings 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. Lenbrook Square Foundation, Inc. 401(k) Savings Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lenbrook Square Foundation, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Lenbrook Square Foundation, Inc. 401(k) Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Lenbrook Square Foundation, Inc. 401(k) Savings Plan reported participants fell from 379 in the plan year 2023 filing to 358 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 581416841 · Lenbrook Square Foundation, Inc. PY 2024 · 401(k)

Lenbrook Square Foundation, Inc. 401(k) Savings Plan · $11M · 358 · 57th

  • ASSETS $11M
  • PCT 358
  • EIN 57th
  • RANK 401(k)
  • PHOTO near Seabreeze Retirement Savings Plan
  • IND ind #10611

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 Healthcare & Social Assistance retirement plans → · Plans in Georgia →

Lenbrook Square Foundation, Inc. 401(k) Savings Plan in the asset neighbourhood

Lenbrook Square Foundation, Inc. 401(k) Savings PlanLenbrook Square Foundation, …$11MSeabreeze Retirement Savings PlanSeabreeze Retirement Savings…$11MEdgerton Hospital and Health Services 401(k) Plan & TrustEdgerton Hospital and Health…$11MAcme Monaco Corporation 401(k) Profit Sharing PlanAcme Monaco Corporation 401(…$11MOil Changer, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Lenbrook Square Foundation, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN581416841
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lenbrook Square Foundation, Inc.)

Sponsor-wide plan assets over time

All Lenbrook Square Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.30223430696677% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.3M $10.8M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 336 $7M
2023 1 379 $9M
2024 1 358 $11M

Nearby 401(k) Plans in Georgia

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

Lenbrook Square Foundation, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lenbrook Square Foundation, Inc. 401(k) Savings Plan, Total assets ($B): 0.010745916 · Participants: 358Lenbrook Square Foundation, Inc. 401(k) Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Lenbrook Square Foundation, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Lenbrook Square Foundation, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Lenbrook Square Foundation, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Seabreeze Retirement Savings Plan in CA ($11M); by covered participants it is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Lenbrook Square Foundation, Inc. 401(k) Savings Plan assets move in 2024? ▼
Lenbrook Square Foundation, Inc. 401(k) Savings Plan grew at a solid clip - up 14.5% during 2024, from $9M to $11M. Reported net income was $1M.
How have Lenbrook Square Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lenbrook Square Foundation, Inc.'s sponsor-wide assets grew 47.3%, from $7M to $11M.
Which 401(k) plans are similar in size to Lenbrook Square Foundation, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Seabreeze Retirement Savings Plan in CA ($11M, 581 participants).
Which 401(k) plans cover a similar participant headcount to Lenbrook Square Foundation, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants, $156M 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 581416841.

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.