Plan5500

Lerner Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lerner Corporation (EIN 52-0815758) is a plan sponsor located in Rockville, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-0815758
Location
Rockville, MD
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.5MSummed across loaded plans$35,494,909
Total reported assets$35.5M$35,494,909
Total reported participants799
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35.5M total assets
Net assets$35.5MLiabilities$0
Contributions & income
Employer contributions$712.7K
Participant contributions$2.9M
Total income / additions$9.3M
Expenses & distributions
Benefits paid / distributions$6.9M
Total expenses$7M
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lerner Corporation 401(K) Plan
Participants per plan400Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lerner Corporation 401(K) Plan$35.5M
    Plan #001 · 469 participants · 2023
  2. 2
    Lerner Corporation Group Insurance Plan 2000 Tower Oaks Blvd Rockville, Md 20852not reported in the loaded dataset
    Plan #501 · 330 participants · 2023

Search all 2 loaded plans for this company →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lerner Corporation. Open one for its full reported snapshot.

  1. 2023
    Lerner Corporation 401(K) Plan469 participants · 2Sch HSch C
    View filing →
  2. 2023
    Lerner Corporation Group Insurance Plan 2000 Tower Oaks Blvd Rockville, Md 20852330 participants · 2No schedules
    View filing →

Related Form 5500 pages