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Department of Labor filing

LEXINGTON REAL FOODS COMMUNITY

LEXINGTON CO-OP RETIREMENT PLAN · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Oct 10, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

49filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$391

Reported employer contributions per active participant.

Higher than about 40% of comparable plans
#People in the filing
104

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$32 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 68% of comparable plans
↗Investment performance
Not available

Plan assets changed -20.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202249out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions40th percentileTypical peer $555 · based on 339 comparable plans
Lower reported administrative expense68th percentileTypical peer $68 · based on 366 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, LEXINGTON REAL FOODS COMMUNITY reported $40,628 in employer contributions across the plan and 104 active participants. That works out to $391 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context49/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$40,628
Participant contributions
$130,709
Other contributions
Not reported
Employer share of reported contributions
23.7%
Beginning assets
$1,654,282
Ending assets
$1,319,648
Ending net assets
$1,319,648
Ending liabilities
$0
Total income
-$86,514
Total expenses
$248,120
Administrative expenses
$4,083
Participant loans
$14,463

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$391
Plan-paid administrative expenses per participant
2022
$32
Active participants
2022
104
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2022$3911041.3M20231010051736NAL0018433955001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
161019196-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2003
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2022Not reportedunknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2022Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2022Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2022Not reportedunknown
DWS DISTRIBUTORS, INC.2022Not reportedunknown
EAGLE FUND DISTRIBUTORS, INC.2022Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2022Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2022Not reportedunknown
HARTFORD INVESTMENT FINANCIAL SERVI2022Not reportedunknown
INVESCO2022Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2022Not reportedunknown
JANUS DISTRIBUTORS, LLC2022Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2022Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2022Not reportedunknown
NEUBERGER BERMAN2022Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2022Not reportedunknown
STATE STREET CORPORATION2022Not reportedunknown
STATE STREET GLOBAL MARKETS2022Not reportedunknown

Current plan terms

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Filing ACK_ID20231010051736NAL0018433955001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗