Plan Ledger DOL Form 5500 · updated monthly

Lidl US, LLC401(k)

LIDL US, LLC 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.34%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Lidl US, LLC reported $368,425 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,009 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.41% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 243rd-largest of 2,266 plans among Virginia employers on file, and the 322nd of 5,215 in retail trade. In 2024, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$120,102,047
Participants with balances6,112
Active participants4,762
Employer contributions$9,567,879
Employee contributions$14,061,989
Employer contribution per active participant$2,009
Average account balance$19,650
Benefits paid to participants$13,344,393
Plan auditUnmodified (clean) audit opinion
AuditorELLIN AND TUCKER
Plan history3
Yearassets · accounts · employer contribution
2024$120.1M · 6,112 accts · $9.6M emplr
2023$95.7M · 3,004 accts · $7.5M emplr
2022$73.4M · 3,039 accts · $7.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$368,425
Total administrative$368,425
The Lidl US, LLC 401(k) match · 2024
Employer contribution per active participant$2,009
Median for plans this size$3,635
2024$2,009 per active participant
2023$1,571 per active participant
2022$1,470 per active participant

Lidl US, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$368,424
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$368,425 · 0.34%
2023$239,463 · 0.28%
2022$303,919 · 0.41%
Same employer
Similar plansRetail Trade · Virginia
Dollar Tree, Inc. VA$979.1M · 0.15%
K-Va-T-Food Stores, Inc. VA$191.3M · 0.18%
Sheehy Auto Stores, Inc. VA$130.6M · 0.33%
Crutchfield Corporation VA$81.4M · 0.01%
Lindsay Chevrolet, LLC VA$76.8M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680683460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.