401(k) · DOL Form 5500 · 2024

Lli Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 132
Participants Small participant base: 51st
Percentile by assets National rank: $59,412
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Lli Holdings, Inc. 401(k) Plan · Sponsored by Lli Holdings, Inc. · New York · Management of Enterprises

$8M in assets, 132 participants

Lli Holdings, Inc.'s Lli Holdings, Inc. 401(k) Plan reported $8M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#399 in Management of Enterprises (1,133 peers)

Coverage in New York

Lli Holdings, Inc. 401(k) Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $8M.

#399
in Management of Enterprises (1,133 peers): +39.9%
assets growth YoY

Lli Holdings, Inc. 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Lli Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$7,842,435 Top 49% higher than 51% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lli Holdings, Inc. 401(k) 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. Lli Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (132 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lli Holdings, Inc. 401(k) Plan reported net income rose from $925K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Lli Holdings, Inc. 401(k) Plan reported participants fell from 267 in the plan year 2023 filing to 132 in the plan year 2024 filing.
Lli Holdings, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 833829690 · Lli Holdings, Inc. PY 2024 · 401(k)

Lli Holdings, Inc. 401(k) Plan · $8M · 132 · 51st

PART $8M
TYPE 132
NET 51st
BOOK 401(k)
VS-ST near Jbm Packaging Company Retirement Plan and Trust
BOY ind #399

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 Management of Enterprises retirement plans → · Plans in New York →

End-of-year total assets ($M) among Lli Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	833829690
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lli Holdings, Inc.)

Latest sponsor-wide plan assets: $8M 39.870442424086775% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	267	$6M
2024	1	132	$8M

Nearby 401(k) Plans in New York

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

Lli Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Lli Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Lli Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jbm Packaging Company Retirement Plan and Trust in OH ($8M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Jbm Packaging Company Retirement Plan and Trust (OH) $8M · 134
Lift Off Distribution, LLC 401(k) Retirement Plan (MD) $8M · 164
Orbis Holdings Group, LLC 401(k) Savings & Investment Plan (MI) $8M · 826
Holiday World Retirement Savings Plan (TX) $8M · 274

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Oiwk 401(k) Profit Sharing Plan (KY) 132 · 0 off
Tbc 401(k) Plan (TX) 132 · 0 off
Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
Royce Geospatial Consultants 401(k) (VA) 132 · 0 off

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 Lli Holdings, Inc. 401(k) Plan assets move in 2024? ▼

Lli Holdings, Inc. 401(k) Plan surged - up 39.9% during 2024, from $6M to $8M. Reported net income was $2M.

How have Lli Holdings, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Lli Holdings, Inc.'s sponsor-wide assets grew 39.9%, from $6M to $8M.

Which 401(k) plans are similar in size to Lli Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jbm Packaging Company Retirement Plan and Trust in OH ($8M, 134 participants).

Which 401(k) plans cover a similar participant headcount to Lli Holdings, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 833829690.