My Plan Facts

Employers › Texas

Employer · plans filed under one EIN

Lja Engineering, Inc.

Houston, TX · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$559Mnet assets across plans
5,478participant records4,788 active
$26.5Memployer contributions, latest plan years$5,535 per active record
$390KSchedule C compensation to organisations$71.13 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Lja Engineering, Inc.'s employer identification number (Houston, Texas). Their latest filings total 5,478 participant records and $559M in net assets.

The largest is Lja Engineering, Inc. Employee Stock Ownership Plan, an employee stock ownership plan with 2,824 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $26.5M and participant contributions $13.7M in the latest plan years; benefits paid were $25.7M. Schedule C compensation reported to service provider organisations totalled $390K.

Combined net assets moved from $19.7M in 2009 to $559M in 2024 (up 2732%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Lja Engineering, Inc. Employee Stock Ownership Planemployee stock ownership plan20242,824$437M$154,870$9,717$203K
Lja Engineering, Inc. 401(k) Plan401(k) plan20242,654$121M$45,740$1,079$187K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $19.7M2010: $21.6M2011: $22.6M2012: $27.4M2013: $39.4M2014: $72.4M2015: $92.8M2016: $111M2017: $144M2018: $159M2019: $203M2020: $254M2021: $332M2022: $380M2023: $443M2024: $559M$19.7M$559M20092012201620202024
Combined net assets
2009: 6082010: 5222011: 5232012: 5802013: 7122014: 1,0162015: 1,2912016: 1,4222017: 1,5602018: 1,8182019: 2,3642020: 2,5852021: 3,0442022: 3,6842023: 4,1422024: 5,4786085,47820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202425,478$559M$26.5M$13.7M
202324,142$443M$21.5M$9.9M
202223,684$380M$17.0M$8.4M
202123,044$332M$15.8M$7.3M
202022,585$254M$12.4M$5.9M
201922,364$203M$10.0M$4.6M
201821,818$159M$7.1M$3.4M
201721,560$144M$6.1M$2.8M
201621,422$111M$5.4M$2.4M
201521,291$92.8M$5.1M$1.9M
201421,016$72.4M$4.5M$1.1M
20132712$39.4M$2.1M$819K
20122580$27.4M$2.1M$726K
20112523$22.6M$2.1M$683K
20102522$21.6M$2.5M$692K
20092608$19.7M$2.5M$781K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Charles Schwab BankCustodial (securities); Trustee (directed)1$154,731
Fidelity InvestmentsParticipant loan processing1$116,322
Transitions Finance StrategiesRecordkeeping and information management; Other services2$91,275
Strategic AdvisorsInvestment advisory (plan)1$27,319

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Charles Schwab Bank$155K
Fidelity Investments$116K
Transitions Finance Strategies$91K
Strategic Advisors$27K

Questions and answers

How many retirement plans does Lja Engineering, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Lja Engineering, Inc. Employee Stock Ownership Plan and Lja Engineering, Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Lja Engineering, Inc. contribute to its plans?

$26,500,000 in employer contributions across these plans in their latest plan years, about $5,535 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Charles Schwab Bank, Fidelity Investments, Transitions Finance Strategies and Strategic Advisors. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.