401(k) · DOL Form 5500 · 2024
Lipseys, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $184,014
- Avg per participant Above avg balance/head
Official DOL plan name: Lipseys, L.L.C. 401(k) Plan · Sponsored by Lipseys, L.L.C. · Louisiana · Wholesale Trade
$29M in assets, 158 participants
Lipseys, L.L.C.'s Lipseys, L.L.C. 401(k) Plan reported $29M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #4,562 in Wholesale Trade (6,080 peers)
Coverage in Louisiana
Lipseys, L.L.C. 401(k) Plan covers 158 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $29M.
- #4,562
- in Wholesale Trade (6,080 peers)
- +18.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lipseys, L.L.C. 401(k) Plan's outsized position by total assets
Lipseys, L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,074,243 Top 23% higher than 77% 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
Lipseys, L.L.C. 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. Lipseys, L.L.C. 401(k) Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lipseys, L.L.C. 401(k) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- Lipseys, L.L.C. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lipseys, L.L.C. 401(k) Plan reported participants rose from 144 in the plan year 2023 filing to 158 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 720803154 · Lipseys, L.L.C. PY 2024 · 401(k)
Lipseys, L.L.C. 401(k) Plan · $29M · 158 · 77th
- PART $29M
- TYPE 158
- NET 77th
- BOOK 401(k)
- VS-ST near Vibram Corporation 401(k) Plan
- BOY ind #4562
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 Wholesale Trade retirement plans → · Plans in Louisiana →
Lipseys, L.L.C. 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 720803154 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lipseys, L.L.C.)
Sponsor-wide plan assets over time
All Lipseys, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 47.69959573707802% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $20M |
| 2023 | 1 | 144 | $25M |
| 2024 | 1 | 158 | $29M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Lipseys, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Vibram Corporation 401(k) Plan in MA ($29M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Vibram Corporation 401(k) Plan (MA) $29M · 225
- Gmb Architecture & Engineering 401(k) Profit Sharing (MI) $29M · 172
- Rfs Technologies Inc. Savings Plan (CT) $29M · 148
- Futamura, USA Inc. Retirement Plan (KS) $29M · 255
Similar participant headcount
Nearest other-state filings by covered participants (158 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.