401(k) · DOL Form 5500 · 2024

Ligon Hydraulics, LLC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,263
Participants Near avg headcount
87th
Percentile by assets National rank
$51,657
Avg per participant Low balance/head
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Official DOL plan name: Ligon Industries 401(k) Retirement Plan · Sponsored by Ligon Hydraulics, LLC · Iowa · Manufacturing

$65M in assets, 1,263 participants

Ligon Hydraulics, LLC's Ligon Industries 401(k) Retirement Plan reported $65M in total assets and 1,263 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,424 in Manufacturing (17,777 peers)

Coverage in Iowa

Ligon Industries 401(k) Retirement Plan covers 1,263 participants in Iowa, 2.1x the typical Iowa plan (state average ~609 per filing). Assets: $65M.

#14,424
in Manufacturing (17,777 peers)
+11.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ligon Industries 401(k) Retirement Plan's outsized position by total assets

Ligon Industries 401(k) Retirement Plan vs every filed plan by assets

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

$65,243,075 Top 13% higher than 87% 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

Ligon Industries 401(k) Retirement 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. Ligon Industries 401(k) Retirement Plan lands in the large band (1,263 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ligon Industries 401(k) Retirement Plan reported participants fell from 1,422 in the plan year 2023 filing to 1,263 in the plan year 2024 filing.
  • Ligon Industries 401(k) Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Ligon Industries 401(k) Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 631221609 · Ligon Hydraulics, LLC PY 2024 · 401(k)

Ligon Industries 401(k) Retirement Plan · $65M · 1,263 · 87th

  • PCT $65M
  • PCT 1,263
  • PCT 87th
  • PCT 401(k)
  • PCT near Dra Advisors LLC 401(k) Profit Sharing Plan
  • PCT ind #14424

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 Iowa →

Ligon Industries 401(k) Retirement Plan in the asset neighbourhood

Ligon Industries 401(k) Retirement PlanLigon Industries 401(k) Reti…$65MDra Advisors LLC 401(k) Profit Sharing PlanDra Advisors LLC 401(k) Prof…$65MOrthocincy Retirement Plan$65MCo-Op 401(k) Plan$65MAnser Advisory LLC 401(k) Retirement PlanAnser Advisory LLC 401(k) Re…$65M
End-of-year total assets ($M) among Ligon Industries 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$65M
Net Income$6M
Employer EIN631221609
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ligon Hydraulics, LLC)

Sponsor-wide plan assets over time

All Ligon Hydraulics, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 23.898941361550627% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.7M $65.2M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 1,423 $53M
2023 1 1,422 $59M
2024 1 1,263 $65M

Nearby 401(k) Plans in Iowa

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

Ligon Industries 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ligon Industries 401(k) Retirement Plan, Total assets ($B): 0.065243075 · Participants: 1263Ligon Industries 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Ligon Industries 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ligon Industries 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Dra Advisors LLC 401(k) Profit Sharing Plan in NY ($65M); by covered participants it is Electric Power Research Institute, Inc. 401(k) Plan in CA (1,263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,263 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 Ligon Industries 401(k) Retirement Plan assets move in 2024? ▼
Ligon Industries 401(k) Retirement Plan grew at a solid clip - up 11.0% during 2024, from $59M to $65M. Reported net income was $6M.
How have Ligon Hydraulics, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ligon Hydraulics, LLC's sponsor-wide assets grew 23.9%, from $53M to $65M.
Where does Ligon Industries 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ligon Industries 401(k) Retirement Plan ranks in the 87th 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 Ligon Industries 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dra Advisors LLC 401(k) Profit Sharing Plan in NY ($65M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Ligon Industries 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electric Power Research Institute, Inc. 401(k) Plan in CA (1,263 participants, $605M 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 631221609.

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.