· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LOWE & YOUNG — LOWE & YOUNG 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527131137NAL0003976771001
LOWE & YOUNG
Form 5500-SF
FILING_RECEIVED
LOWE & YOUNG 401K PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
47
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LOWE & YOUNG
.
Find decision makers
Plan sponsor
Name
LOWE & YOUNG
EIN
34-1267453
Address
7058 LINCOLN WAY, E. · WOOSTER, OH · 44961
Phone
(330) 264-7151
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
PIERCE PACIFIC MANUFACTURING, IN
PIERCE PACIFIC MANUFACTURING INC 401(K) SAVINGS PLAN
$5.5M · 52 participants
UNITED DAIRY MACHINERY CORPORATION
UNITED DAIRY MACHINERY CORPORATION 401K PLAN
$5.5M · 25 participants
TOM HAIRE, INC.
TOM HAIRE, INC. PROFIT SHARING THRIFT AND INVESTMENT PLAN AND TRUST
$5.5M · 36 participants
SMITH METER INC.
GUIDANT RETIREMENT SAVINGS PLAN
$5.5M · 226 participants
SPRAYER SPECIALTIES, INC.
SPRAYER SPECIALTIES 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$5.5M · 21 participants
YORK EQUIPMENT INC.
YORK EQUIPMENT, INC. EMPLOYEES PROFIT SHARING AND 401K PLAN
$5.5M · 22 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
