La-Z-Boy 401(k) and pension plans

La-Z-Boy Incorporated, Monroe, MI. EIN 38-0751137. Annual reports 2009–2024.

La-Z-Boy Incorporated has one active retirement plan on file, the La-Z-Boy Incorporated Retirement Savings Plan, with 10,405 participants and $351 million in assets in 2024. Merrill has been its recordkeeper since 2015.

Active plans: 1
Participants: 10,405
Plan assets: $351 million
401(k) recordkeeper: Merrill
Plans on file: 3
Industry: Manufacturing

All 3 plans

Active plans first

La-Z-Boy Incorporated Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 015Employer EIN 38-0751137
Participants (2024): 10,405
Net assets (2024): $351 million
Recordkeeper: MerrillEarlier: Mercer (2009–2014)
Plan administrator: La-Z-Boy Incorporated
One La-Z-Boy Drive
Monroe, MI 48162
(734) 242-1444As filed for 2024
In effect since: January 1, 1990

Plans merged into this one: La-Z-Boy Incorporated Retirement Contribution and Profit-Sharing Plan (2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,405	$351 million	Merrill
2023	10,163	$312 million	Merrill
2022	9,901	$274 million	Merrill
2021	10,243	$322 million	Merrill
2020	9,301	$290 million	Merrill
2019	8,998	$300 million	Merrill
2018	8,975	$256 million	Merrill
2017	8,929	$266 million	Merrill
2016	8,807	$239 million	Merrill
2015	8,404	$166 million	Merrill
2014	8,112	$171 million	Mercer
2013	8,428	$166 million	Mercer
2012	7,884	$134 million	Mercer
2011	7,597	$123 million	Mercer
2010	7,600	$124 million	Mercer
2009	8,133	$117 million	Mercer

La-Z-Boy Incorporated Master Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2019, which means its assets were paid out or moved and it no longer exists.

Plan number: 006Employer EIN 38-0751137
Participants (2018): 4,567
Net assets (2018): $111 million
Administered by: Northern Trust2016–2019
Plan administrator: La-Z-Boy Incorporated
One La-Z-Boy Drive
Monroe, MI 48162
(734) 242-1444As filed for 2019
In effect since: January 1, 1973

Year by year, 2009 to 2019

Plan year	Participants	Net assets	Recordkeeper
2019	0	$0	Northern Trust
2018	4,567	$111 million	Northern Trust
2017	4,741	$121 million	Northern Trust
2016	4,811	$110 million	Northern Trust
2015	5,197	$112 million	not listed
2014	5,342	$121 million	not listed
2013	5,841	$110 million	not listed
2012	5,911	$107 million	not listed
2011	6,796	$85.7 million	not listed
2010	6,881	$83.9 million	not listed
2009	7,019	$73.8 million	not listed

La-Z-Boy Incorporated Retirement Contribution and Profit-Sharing Plan

Profit-sharing planMerged

Merged. In 2015 its assets moved to the La-Z-Boy Incorporated Retirement Savings Plan, sponsored by La-Z-Boy Incorporated (EIN 38-0751137, plan 015). Accounts moved with them, so that plan is the one to contact.

Plan number: 010Employer EIN 38-0751137
Participants (2014): 692
Net assets (2014): $66.4 million
Plan administrator: La-Z-Boy Incorporated
One La-Z-Boy Drive
Monroe, MI 48162
(734) 242-1444As filed for 2015
In effect since: April 10, 1956

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	692	$66.4 million	not listed
2013	703	$68.7 million	not listed
2012	820	$68.9 million	not listed
2011	894	$69.2 million	not listed
2010	1,046	$78.7 million	not listed
2009	1,099	$75.6 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the La-Z-Boy Incorporated Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((734) 242-1444). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.