401(k) · DOL Form 5500 · 2022
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Plan
Data updated 2026-08-25
- $482K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $60,267
- Avg per participant Low balance/head
Official DOL plan name: Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan · Sponsored by Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. · Alabama · Professional & Technical Services
$482K in assets, 8 participants
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C.'s Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan reported $482K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,082 in Professional & Technical Services (21,562 peers)
What the 2022 filing shows
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan holds $482K for 8 participants - about $60,267 per participant, among the smaller plans by assets on file.
- #3,082
- in Professional & Technical Services (21,562 peers)
- -6.2%
- assets change YoY
The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan among the smaller filed plans by assets
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$482,138 18th percentile higher than 18% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 630836320 · Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. PY 2022 · 401(k)
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan · $482K · 8 · 18th
- RANK $482K
- RANK 8
- RANK 18th
- RANK 401(k)
- RANK near Wolc Aviation Retirement Plan
- RANK ind #3082
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Alabama →
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $514K |
|---|---|
| Net Assets (End of Year) | $482K |
| Net Income | -$32K |
| Employer EIN | 630836320 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C.)
Sponsor-wide plan assets over time
All Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $503K 4.3757181553828985% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $482K |
| 2023 | 1 | 8 | $563K |
| 2024 | 1 | 8 | $503K |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Turnbach, Warren, Rice, Lloyd, Frederick & Smith, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Wolc Aviation Retirement Plan in TX ($482K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($482K here).
- Wolc Aviation Retirement Plan (TX) $482K · 1
- 12kings Corporation 401(k) Profit Sharing Plan (VA) $482K · 2
- Sun Capital Hotels 401(k) Profit Sharing Plan & Trust (NM) $482K · 208
- Showpay LLC Retirement Plan (NY) $482K · 1,533
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.