401(k) · DOL Form 5500 · 2024

Lydia Home Association 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
445
Participants Below avg headcount
33rd
Percentile by assets National rank
$6,191
Avg per participant Low balance/head
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Official DOL plan name: Lydia Home Association 401(k) Retirement Plan & Trust · Sponsored by Lydia Home Association · Illinois · Healthcare & Social Assistance

$3M in assets, 445 participants

Lydia Home Association's Lydia Home Association 401(k) Retirement Plan & Trust reported $3M in total assets and 445 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,548 in Healthcare & Social Assistance (16,916 peers)

Lydia Home Association multi-year trail

Lydia Home Association's plans moved +54.1% in assets from 2022 to 2024; this filing shows Lydia Home Association 401(k) Retirement Plan & Trust at $3M / 445 participants.

#5,548
in Healthcare & Social Assistance (16,916 peers)
+27.2%
assets growth YoY

Lydia Home Association 401(k) Retirement Plan & Trust among the smaller filed plans by assets

Lydia Home Association 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$2,755,100 33rd percentile higher than 33% 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

Lydia Home Association 401(k) Retirement Plan & Trust 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. Lydia Home Association 401(k) Retirement Plan & Trust sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lydia Home Association 401(k) Retirement Plan & Trust reported net income rose from $376K in the plan year 2023 filing to $588K in the plan year 2024 filing.
  • Lydia Home Association 401(k) Retirement Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lydia Home Association 401(k) Retirement Plan & Trust reported participants rose from 355 in the plan year 2023 filing to 445 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 361412810 · Lydia Home Association PY 2024 · 401(k)

Lydia Home Association 401(k) Retirement Plan & Trust · $3M · 445 · 33rd

  • EBSA $3M
  • PART 445
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Southerland, Inc. Profit Sharing Plan
  • VS-ST ind #5548

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Lydia Home Association 401(k) Retirement Plan & Trust in the asset neighbourhood

Lydia Home Association 401(k) Retirement Plan & TrustLydia Home Association 401(k…$3MCorbo Associates, Inc. 401(k) Profit Sharing PlanCorbo Associates, Inc. 401(k…$3MBayside Employee Health Center 401(k) PlanBayside Employee Health Cent…$3MSoutherland, Inc. Profit Sharing PlanSoutherland, Inc. Profit Sha…$3MTurley Law Firm Profit Sharing - 401(k) PlanTurley Law Firm Profit Shari…$3M
End-of-year total assets ($M) among Lydia Home Association 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lydia Home Association multi-year asset trail

Sponsor-wide plan assets over time

All Lydia Home Association plans reported in each filing year

Latest sponsor-wide plan assets
$3M 54.06139752940341% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.79M $2.76M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 329 $2M
2023 1 355 $2M
2024 1 445 $3M

Lydia Home Association filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$588K
Employer EIN361412810
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Lydia Home Association 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lydia Home Association 401(k) Retirement Plan & Trust, Total assets ($B): 0.0027551 · Participants: 445Lydia Home Association 401(k) Retirement Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Lydia Home Association 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Lydia Home Association 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Lydia Home Association 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Southerland, Inc. Profit Sharing Plan in TN ($3M); by covered participants it is First Bank and Trust Company Employee Stock Ownership and Savings Plan in VA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Lydia Home Association 401(k) Retirement Plan & Trust assets move in 2024? ▼
Lydia Home Association 401(k) Retirement Plan & Trust grew sharply - up 27.2% during 2024, from $2M to $3M. Reported net income was $588K.
How have Lydia Home Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lydia Home Association's sponsor-wide assets grew 54.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Lydia Home Association 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southerland, Inc. Profit Sharing Plan in TN ($3M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Lydia Home Association 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is First Bank and Trust Company Employee Stock Ownership and Savings Plan in VA (445 participants, $44M 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 361412810.

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.