401(k) · DOL Form 5500 · 2024

Lcm Investments Holdings II, LLC 401(k) Plan

Data updated 2026-08-11

$119M
Total assets
6,371
Participants
92nd
Percentile by assets
$18,602
Avg per participant
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Official DOL plan name: Lcm Investments Holdings II, LLC 401(k) Plan · Sponsored by Lcm Investments Holdings II, LLC · Florida · Retail Trade

$119M in assets, 6,371 participants

Lcm Investments Holdings II, LLC's Lcm Investments Holdings II, LLC 401(k) Plan reported $119M in total assets and 6,371 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #7,662 in Retail Trade (8,048 peers)

Coverage in Florida

Lcm Investments Holdings II, LLC 401(k) Plan covers 6,371 participants in Florida, 10x the typical Florida plan (state average ~628 per filing). Assets: $119M.

$119M
total plan assets (2024 EOY)
6,371
covered participants
92nd
percentile by assets (of 123,622 plans)
$18,602
avg assets per participant

Where Lcm Investments Holdings II, LLC 401(k) Plan sits by total assets

Lcm Investments Holdings II, LLC 401(k) Plan vs every filed plan by assets

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

$118,515,391 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lcm Investments Holdings II, LLC 401(k) Plan end-of-year assets rose from $95M in the plan year 2023 filing to $119M in the plan year 2024 filing.
  • Lcm Investments Holdings II, LLC 401(k) Plan reported participants rose from 5,485 in the plan year 2023 filing to 6,371 in the plan year 2024 filing.
  • Lcm Investments Holdings II, LLC 401(k) Plan reported net income fell from $25M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Retail Trade

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Lcm Investments Holdings II, LLC 401(k) Plan reports 6,371 participants - 10x that state average ($119M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$95M
Net Assets (End of Year)$119M
Net Income$24M
Employer EIN204587299
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lcm Investments Holdings II, LLC)

$60M$80M$100M$120M$140M 202220232024 $70.2M $119M ▲ +68.8%
Total plan assets by year, all Lcm Investments Holdings II, LLC plans on file
Year Plans Participants Total Assets
2022 1 4,512 $70M
2023 1 5,485 $95M
2024 1 6,371 $119M

Nearby 401(k) Plans in Florida

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

Lcm Investments Holdings II, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Lcm Investments Hold…, Total assets ($B): 0.118515391 · Participants: 6371Lcm Investments Hold…L3harris Retirement …, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc.…
Lcm Investments Holdings II, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Lcm Investments Holdings II, LLC 401(k) … side-by-side with 3 peers →

Scale composition for Lcm Investments Holdings II, LLC 401(k) Plan

Lcm Investments Holdings II, LLC 401(k) Plan reports $119M in end-of-year assets across 6,371 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $18,602 per participant (13% of the national average assets-per-participant) . Net income for plan year 2024 was $24M.

This plan identity (EIN 204587299, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $70M to $119M (+68.8%) while covered participants moved from 4,512 to 6,371 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,512 $70M Open filing
2023 5,485 $95M Open filing
2024 · index core 6,371 $119M This page

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lcm Investments Holdings II, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Lcm Investments Holdings II, LLC 401(k) Plan assets move in 2024? ▼
Lcm Investments Holdings II, LLC 401(k) Plan grew sharply - up 25.1% during 2024, from $95M to $119M. Reported net income was $24M.
How have Lcm Investments Holdings II, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lcm Investments Holdings II, LLC's sponsor-wide assets grew 68.8%, from $70M to $119M.
Where does Lcm Investments Holdings II, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Lcm Investments Holdings II, LLC 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lcm Investments Holdings II, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manson Construction Co. Non-Craft Retirement Plan in WA ($119M, 281 participants).

Next read for Lcm Investments Holdings II, LLC 401(k) …

Filing takeaways

Ways to act on Lcm Investments Holdings II, LLC 401(k) Plan's numbers.

  • By total assets, Lcm Investments Holdings II, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Lcm Investments Holdings II, LLC's sponsor-wide assets have grown 68.8% since 2022 across 3 plan years on file. More Retail Trade plans

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 204587299.

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.