401(k) · DOL Form 5500 · 2024
Serena & Lily, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 487
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $25,205
- Avg per participant Low balance/head
Official DOL plan name: Serena & Lily, Inc. 401(k) Plan · Sponsored by Serena & Lily, Inc. · California · Retail Trade
$12M in assets, 487 participants
Serena & Lily, Inc.'s Serena & Lily, Inc. 401(k) Plan reported $12M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #5,730 in Retail Trade (8,048 peers)
Serena & Lily, Inc. multi-year trail
Serena & Lily, Inc.'s plans moved +54.7% in assets from 2022 to 2024; this filing shows Serena & Lily, Inc. 401(k) Plan at $12M / 487 participants.
- #5,730
- in Retail Trade (8,048 peers)
- +16.1%
- assets growth YoY
Serena & Lily, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
Serena & Lily, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,274,909 Top 40% higher than 60% 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
Serena & Lily, 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. Serena & Lily, Inc. 401(k) Plan sits mid-pack in the medium band (487 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Serena & Lily, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Serena & Lily, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Serena & Lily, Inc. 401(k) Plan reported participants fell from 563 in the plan year 2023 filing to 487 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 205856840 · Serena & Lily, Inc. PY 2024 · 401(k)
Serena & Lily, Inc. 401(k) Plan · $12M · 487 · 60th
- 5500 $12M
- 5500 487
- 5500 60th
- 5500 401(k)
- 5500 near Russell Cellular 401(k) Plan
- 5500 ind #5730
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 Retail Trade retirement plans → · Plans in California →
Serena & Lily, Inc. 401(k) Plan in the asset neighbourhood
Serena & Lily, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Serena & Lily, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 54.6683149622134% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 449 | $8M |
| 2023 | 1 | 563 | $11M |
| 2024 | 1 | 487 | $12M |
Serena & Lily, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 205856840 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Serena & Lily, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Russell Cellular 401(k) Plan in MO ($12M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Russell Cellular 401(k) Plan (MO) $12M · 1,273
- Gsc Enterprises, Inc. 401(k) Plan (NJ) $12M · 144
- White 401(k) Plan (KY) $12M · 350
- Caledonia Haulers, Inc. Profit Sharing Plan (MN) $12M · 346
Similar participant headcount
Nearest other-state filings by covered participants (487 participants); asset peers above are excluded.
- Election Systems & Software, LLC 401(k) Plan (NE) 487 · 0 off
- Educators Credit Union 401(k) Plan & Trust (WI) 487 · 0 off
- Worth Ross 401(k) Plan (TX) 487 · 0 off
- Sps Poolcare 401(k) Plan (TX) 487 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.