401(k) · DOL Form 5500 · 2024

Loblolly, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
38th
Percentile by assets National rank
$37,353
Avg per participant Low balance/head
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Official DOL plan name: Loblolly, Inc. 401(k) Profit Sharing Plan · Sponsored by Loblolly, Inc. · Florida · Arts, Entertainment & Recreation

$4M in assets, 108 participants

Loblolly, Inc.'s Loblolly, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,763 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Florida

Loblolly, Inc. 401(k) Profit Sharing Plan covers 108 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#1,763
in Arts, Entertainment & Recreation (2,921 peers)
+8.1%
assets growth YoY

Loblolly, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Loblolly, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,034,144 38th percentile higher than 38% 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

Loblolly, Inc. 401(k) Profit Sharing 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. Loblolly, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loblolly, Inc. 401(k) Profit Sharing Plan reported participants rose from 57 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Loblolly, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Loblolly, Inc. 401(k) Profit Sharing Plan reported net income fell from $325K in the plan year 2023 filing to $303K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650004016 · Loblolly, Inc. PY 2024 · 401(k)

Loblolly, Inc. 401(k) Profit Sharing Plan · $4M · 108 · 38th

  • EBSA $4M
  • PART 108
  • TYPE 38th
  • NET 401(k)
  • BOOK near Edge Manufacturing Inc 401(k) Plan
  • VS-ST ind #1763

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

Loblolly, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Loblolly, Inc. 401(k) Profit Sharing PlanLoblolly, Inc. 401(k) Profit…$4MEdge Manufacturing Inc 401(k) PlanEdge Manufacturing Inc 401(k…$4MThe Rose 401(k) Plan$4MStrand Books, Inc. 401(k) PlanStrand Books, Inc. 401(k) Pl…$4MMaire & Deedon a Law Corporation 401(k) Profit Sharing PlanMaire & Deedon a Law Corpora…$4M
End-of-year total assets ($M) among Loblolly, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$303K
Employer EIN650004016
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loblolly, Inc.)

Sponsor-wide plan assets over time

All Loblolly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 18.45813767198427% vs 2022
2024 filing year
$3.2M$3.4M$3.6M$3.8M$4M$4.2M 202220232024 $3.41M $4.03M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 52 $3M
2023 1 57 $4M
2024 1 108 $4M

Nearby 401(k) Plans in Florida

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

Loblolly, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Loblolly, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004034144 · Participants: 108Loblolly, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Loblolly, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Loblolly, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Loblolly, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Edge Manufacturing Inc 401(k) Plan in MO ($4M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Loblolly, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Loblolly, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.1% during 2024, from $4M to $4M. Reported net income was $303K.
How have Loblolly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loblolly, Inc.'s sponsor-wide assets grew 18.5%, from $3M to $4M.
Which 401(k) plans are similar in size to Loblolly, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edge Manufacturing Inc 401(k) Plan in MO ($4M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Loblolly, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 650004016.

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.