401(k) · DOL Form 5500 · 2024

Ly Brothers Corporation 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 477
Participants Below avg headcount: 64th
Percentile by assets National rank: $31,513
Avg per participant Low balance/head

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Official DOL plan name: Sugar Bowl Bakery 401(k) Plan · Sponsored by Ly Brothers Corporation · California · Retail Trade

$15M in assets, 477 participants

Ly Brothers Corporation's Sugar Bowl Bakery 401(k) Plan reported $15M in total assets and 477 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#6,067 in Retail Trade (8,048 peers)

Ly Brothers Corporation multi-year trail

Ly Brothers Corporation's plans moved +66.1% in assets from 2022 to 2024; this filing shows Sugar Bowl Bakery 401(k) Plan at $15M / 477 participants.

#6,067
in Retail Trade (8,048 peers): +25.7%
assets growth YoY

Sugar Bowl Bakery 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sugar Bowl Bakery 401(k) Plan vs every filed plan by assets

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

$15,031,513 Top 36% higher than 64% 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

Sugar Bowl Bakery 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. Sugar Bowl Bakery 401(k) Plan sits mid-pack in the medium band (477 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sugar Bowl Bakery 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Sugar Bowl Bakery 401(k) Plan reported participants rose from 433 in the plan year 2023 filing to 477 in the plan year 2024 filing.
Sugar Bowl Bakery 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943170390 · Ly Brothers Corporation PY 2024 · 401(k)

Sugar Bowl Bakery 401(k) Plan · $15M · 477 · 64th

NET $15M
NET 477
NET 64th
NET 401(k)
NET near Taher, Inc. 401(k) Plan
NET ind #6067

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 →

End-of-year total assets ($M) among Sugar Bowl Bakery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ly Brothers Corporation multi-year asset trail

Latest sponsor-wide plan assets: $15M 66.10706119329556% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	435	$9M
2023	1	433	$12M
2024	1	477	$15M

Ly Brothers Corporation filing trail (2024)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$15M
Net Income	$3M
Employer EIN	943170390
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Sugar Bowl Bakery 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Sugar Bowl Bakery 401(k) Plan side-by-side with 3 peers →

Sugar Bowl Bakery 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Taher, Inc. 401(k) Plan in MN ($15M); by covered participants it is Raleigh Durham Medical Group, PA 401(k) Retirement Plan in NC (477 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Taher, Inc. 401(k) Plan (MN) $15M · 1,881
Vexcel Group 401(k) Plan (CO) $15M · 260
Tennsco Hourly Retirement Savings Plan (TN) $15M · 320
Lenco Industries, Inc. 401(k) Retirement Plan (MA) $15M · 100

Similar participant headcount

Nearest other-state filings by covered participants (477 participants); asset peers above are excluded.

Raleigh Durham Medical Group, PA 401(k) Retirement Plan (NC) 477 · 0 off
Hci Group, Inc. 401(k) Profit Sharing Plan (FL) 477 · 0 off
Palm Beach Tan Inc. 401(k) Plan (TX) 477 · 0 off
Profit Sharing Plan of Bfs, Inc. (HI) 477 · 0 off

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 Sugar Bowl Bakery 401(k) Plan assets move in 2024? ▼

Sugar Bowl Bakery 401(k) Plan grew sharply - up 25.7% during 2024, from $12M to $15M. Reported net income was $3M.

How have Ly Brothers Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ly Brothers Corporation's sponsor-wide assets grew 66.1%, from $9M to $15M.

Which 401(k) plans are similar in size to Sugar Bowl Bakery 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Taher, Inc. 401(k) Plan in MN ($15M, 1,881 participants).

Which 401(k) plans cover a similar participant headcount to Sugar Bowl Bakery 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Raleigh Durham Medical Group, PA 401(k) Retirement Plan in NC (477 participants, $40M 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 943170390.