Lions Gate Entertainment, Inc. 401(k) Review & Grade
Lionsgate 401(k) Plan
Santa Monica, CAInformation1,428 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$6,214Employer $ per active participant
$11,682Employee $ saved per active participant
0.03%Direct admin cost, % of plan assets
$302.1MNet plan assets, end of year
$148,163Average balance per account
Score breakdown
- Employer generosity44.8 / 5090th percentile for employer $ per participant
- Low cost23.1 / 2593th percentile for low admin cost vs. same-size plans
- Employee saving10.4 / 1570th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score85 / 100 · Grade A
This plan vs. peers
Peers: Information plans with 500–2,499 active participants (310 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 90th |
| Lower admin cost | 93th |
| Employee saving | 70th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
Corrective distributions: the plan refunded $5,900 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Lions Gate Entertainment put in about $6,214 per active participant, more than the typical peer ($2,829). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $8,876,803 |
| Participant (employee) contributions | $16,688,103 |
| Other contributions (incl. rollovers in) | $3,374,747 |
| Administrative expenses paid from the plan | $86,488 |
| Other admin expenses | $2 |
| Benefits paid out | $27,897,490 |
| Net assets, start / end of year | $251.6M / $302.1M |
| Active participants, start / end of year | 1,455 / 1,402 |
| Participants with account balances | 2,039 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Windham Brannon, LLC |
Largest service providers (Schedule C)
| Merrill Lynch, Pierce, Fenner and S | $86,486 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251015122920NAL0004530897001, received 2025-10-15, EIN 98-0183157, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.