401(k) · DOL Form 5500 · 2024

Lykes Bros. Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
97
Participants Small participant base
65th
Percentile by assets National rank
$157,289
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lykes Retirement Savings Plan · Sponsored by Lykes Bros. Inc. · Florida · Agriculture, Forestry & Fishing

$15M in assets, 97 participants

Lykes Bros. Inc.'s Lykes Retirement Savings Plan reported $15M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #871 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Lykes Retirement Savings Plan holds $15M for 97 participants - about $157,289 per participant, above the median plan by assets.

#871
in Agriculture, Forestry & Fishing (1,217 peers)
+1.7%
assets growth YoY

Lykes Retirement Savings Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Lykes Retirement Savings Plan vs every filed plan by assets

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

$15,257,062 Top 35% higher than 65% 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

Lykes Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lykes Retirement Savings Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lykes Retirement Savings Plan reported net income fell from $795K in the plan year 2023 filing to $254K in the plan year 2024 filing.
  • Lykes Retirement Savings Plan reported participants rose from 89 in the plan year 2023 filing to 97 in the plan year 2024 filing.
  • Lykes Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 590606439 · Lykes Bros. Inc. PY 2024 · 401(k)

Lykes Retirement Savings Plan · $15M · 97 · 65th

  • EOY $15M
  • 5500 97
  • ASSETS 65th
  • PCT 401(k)
  • EIN near Sezzle 401(k) Plan
  • RANK ind #871

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Florida →

Lykes Retirement Savings Plan in the asset neighbourhood

Lykes Retirement Savings Plan$15MSezzle 401(k) Plan$15MBradford & Bigelow, Inc. 401(k) PlanBradford & Bigelow, Inc. 401…$15MHorwith Trucks, Inc. 401(k) Retirement PlanHorwith Trucks, Inc. 401(k) …$15MCgr Products Inc. Employees' Profit Sharing Plan and TrustCgr Products Inc. Employees'…$15M
End-of-year total assets ($M) among Lykes Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$254K
Employer EIN590606439
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lykes Bros. Inc.)

Sponsor-wide plan assets over time

All Lykes Bros. Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 7.386593826798664% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M 202220232024 $14.2M $15.3M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 113 $14M
2023 1 89 $15M
2024 1 97 $15M

Nearby 401(k) Plans in Florida

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

Lykes Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lykes Retirement Savings Plan, Total assets ($B): 0.015257062 · Participants: 97Lykes Retirement Savings 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
Lykes Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Sezzle 401(k) Plan in MN ($15M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Lykes Retirement Savings Plan assets move in 2024?
Lykes Retirement Savings Plan edged up modestly - up 1.7% during 2024, from $15M to $15M. Reported net income was $254K.
How have Lykes Bros. Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lykes Bros. Inc.'s sponsor-wide assets grew 7.4%, from $14M to $15M.
Which 401(k) plans are similar in size to Lykes Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Sezzle 401(k) Plan in MN ($15M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Lykes Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants, $4M in assets).