401(k) · DOL Form 5500 · 2024
Lego Systems, Inc 401(k) Plan
Data updated 2026-08-25
- $429M
- Total assets Above avg plan size
- 3,853
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $111,391
- Avg per participant Below avg balance/head
Official DOL plan name: Lego U.S. Retirement Plan · Sponsored by Lego Systems, Inc · Connecticut · Wholesale Trade
$429M in assets, 3,853 participants
Lego Systems, Inc's Lego U.S. Retirement Plan reported $429M in total assets and 3,853 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #5,955 in Wholesale Trade (6,080 peers)
Coverage in Connecticut
Lego U.S. Retirement Plan covers 3,853 participants in Connecticut, 5.4x the typical Connecticut plan (state average ~718 per filing). Assets: $429M.
- #5,955
- in Wholesale Trade (6,080 peers)
- +16.9%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
Lego U.S. Retirement Plan's outsized position by total assets
Lego U.S. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$429,188,645 Top 3% higher than 97% 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
Lego U.S. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lego U.S. Retirement Plan lands in the large band (3,853 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lego U.S. Retirement Plan reported participants rose from 3,038 in the plan year 2023 filing to 3,853 in the plan year 2024 filing.
- Lego U.S. Retirement Plan end-of-year assets rose from $367M in the plan year 2023 filing to $429M in the plan year 2024 filing.
- Lego U.S. Retirement Plan reported net income fell from $68M in the plan year 2023 filing to $62M in the plan year 2024 filing.
DOL schedule card
Filing strip 060891387 · Lego Systems, Inc PY 2024 · 401(k)
Lego U.S. Retirement Plan · $429M · 3,853 · 97th
- PHOTO $429M
- PHOTO 3,853
- PHOTO 97th
- PHOTO 401(k)
- PHOTO near Vitalant 401(k) Retirement Savings Plan
- PHOTO ind #5955
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 Wholesale Trade retirement plans → · Plans in Connecticut →
Lego U.S. Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $367M |
|---|---|
| Net Assets (End of Year) | $429M |
| Net Income | $62M |
| Employer EIN | 060891387 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lego Systems, Inc)
Sponsor-wide plan assets over time
All Lego Systems, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $429M 43.295709490751975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,587 | $300M |
| 2023 | 1 | 3,038 | $367M |
| 2024 | 1 | 3,853 | $429M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Lego U.S. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Vitalant 401(k) Retirement Savings Plan in AZ ($429M); by covered participants it is The Baldwin Group Colleague, Inc. 401(k) Plan in FL (3,853 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($429M here).
- Vitalant 401(k) Retirement Savings Plan (AZ) $429M · 4,161
- I. B. E. W. Local 25 401(k) Fund (NY) $429M · 2,403
- Finastra USA Salary Savings 401(k) Plan (FL) $428M · 1,163
- Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust (VA) $428M · 1,542
Similar participant headcount
Nearest other-state filings by covered participants (3,853 participants); asset peers above are excluded.
- The Baldwin Group Colleague, Inc. 401(k) Plan (FL) 3,853 · 0 off
- California Pizza Kitchen, Inc. Retirement Savings Plan (CA) 3,853 · 0 off
- Gabriel Brothers, Inc. 401(k) Plan (WV) 3,854 · 1 off
- Varian Medical Systems, Inc. Retirement Plan (CA) 3,851 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.