401(k) · DOL Form 5500 · 2024

Lerner Publishing Group 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
100
Participants Small participant base
66th
Percentile by assets National rank
$162,376
Avg per participant Above avg balance/head
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Official DOL plan name: Lerner Universal Corporation 401(k) Retirement Savings Plan · Sponsored by Lerner Publishing Group · Minnesota · Manufacturing

$16M in assets, 100 participants

Lerner Publishing Group's Lerner Universal Corporation 401(k) Retirement Savings Plan reported $16M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,693 in Manufacturing (17,777 peers)

Coverage in Minnesota

Lerner Universal Corporation 401(k) Retirement Savings Plan covers 100 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $16M.

#9,693
in Manufacturing (17,777 peers)
+12.5%
assets growth YoY

Lerner Universal Corporation 401(k) Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Lerner Universal Corporation 401(k) Retirement Savings Plan vs every filed plan by assets

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

$16,237,590 Top 34% higher than 66% 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

Lerner Universal Corporation 401(k) 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. Lerner Universal Corporation 401(k) Retirement Savings Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lerner Universal Corporation 401(k) Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lerner Universal Corporation 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Lerner Universal Corporation 401(k) Retirement Savings Plan reported participants rose from 99 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 410833899 · Lerner Publishing Group PY 2024 · 401(k)

Lerner Universal Corporation 401(k) Retirement Savings Plan · $16M · 100 · 66th

  • 5500 $16M
  • ASSETS 100
  • PCT 66th
  • EIN 401(k)
  • RANK near Beaches Dermatology, P.a. 401(k) Profit Sharing Plan
  • PHOTO ind #9693

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 Manufacturing retirement plans → · Plans in Minnesota →

Lerner Universal Corporation 401(k) Retirement Savings Plan in the asset neighbourhood

Lerner Universal Corporation 401(k) Retirement Savings PlanLerner Universal Corporation…$16MBeaches Dermatology, P.a. 401(k) Profit Sharing PlanBeaches Dermatology, P.a. 40…$16MMccluskey Chevrolet, Inc. 401(k) Profit Sharing PlanMccluskey Chevrolet, Inc. 40…$16MPotomac Corporation Profit Sharing and 401(k) PlanPotomac Corporation Profit S…$16MS.W. Anderson Company Savings Plan and TrustS.W. Anderson Company Saving…$16M
End-of-year total assets ($M) among Lerner Universal Corporation 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN410833899
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lerner Publishing Group)

Sponsor-wide plan assets over time

All Lerner Publishing Group plans reported in each filing year

Latest sponsor-wide plan assets
$16M 33.29775462562194% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.2M $16.2M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 98 $12M
2023 1 99 $14M
2024 1 100 $16M

Nearby 401(k) Plans in Minnesota

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

Lerner Universal Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Lerner Universal Corporation 401(k) Retirement Savings Plan, Total assets ($B): 0.01623759 · Participants: 100Lerner Universal Corporation 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Lerner Universal Corporation 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Lerner Universal Corporation 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Beaches Dermatology, P.a. 401(k) Profit Sharing Plan in FL ($16M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Lerner Universal Corporation 401(k) Retirement Savings Plan assets move in 2024? ▼
Lerner Universal Corporation 401(k) Retirement Savings Plan grew at a solid clip - up 12.5% during 2024, from $14M to $16M. Reported net income was $2M.
How have Lerner Publishing Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lerner Publishing Group's sponsor-wide assets grew 33.3%, from $12M to $16M.
Which 401(k) plans are similar in size to Lerner Universal Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beaches Dermatology, P.a. 401(k) Profit Sharing Plan in FL ($16M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Lerner Universal Corporation 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 410833899.

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.