401(k) · DOL Form 5500 · 2022

Dougherty Mckinnon & Luby, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
36th
Percentile by assets National rank
$169,886
Avg per participant Above avg balance/head
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Official DOL plan name: Dougherty Mckinnon & Luby 401(k) Plan · Sponsored by Dougherty Mckinnon & Luby, LLC · Georgia · Professional & Technical Services

$2M in assets, 14 participants

Dougherty Mckinnon & Luby, LLC's Dougherty Mckinnon & Luby 401(k) Plan reported $2M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,182 in Professional & Technical Services (21,562 peers)

Dougherty Mckinnon & Luby, LLC multi-year trail

Dougherty Mckinnon & Luby, LLC's plans moved +32.3% in assets from 2022 to 2024; this filing shows Dougherty Mckinnon & Luby 401(k) Plan at $2M / 14 participants.

#7,182
in Professional & Technical Services (21,562 peers)
-10.4%
assets change YoY

The plan reported a net loss of $277K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dougherty Mckinnon & Luby 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Dougherty Mckinnon & Luby 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,378,400 36th percentile higher than 36% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dougherty Mckinnon & Luby 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dougherty Mckinnon & Luby 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 582283283 · Dougherty Mckinnon & Luby, LLC PY 2022 · 401(k)

Dougherty Mckinnon & Luby 401(k) Plan · $2M · 14 · 36th

  • EOY $2M
  • EOY 14
  • EOY 36th
  • EOY 401(k)
  • EOY near Textiles Coated, Inc. 401(k) Plan
  • EOY ind #7182

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 Georgia →

Dougherty Mckinnon & Luby 401(k) Plan in the asset neighbourhood

Dougherty Mckinnon & Luby 401(k) PlanDougherty Mckinnon & Luby 40…$2MTextiles Coated, Inc. 401(k) PlanTextiles Coated, Inc. 401(k)…$2MBlair County Oil & Supply Co. Profit Sharing PlanBlair County Oil & Supply Co…$2MThe Wakefield's, Inc. Profit Sharing and 401(k) Savings PlanThe Wakefield's, Inc. Profit…$2MCimdata, Inc. 401(k) Profit Sharing PlanCimdata, Inc. 401(k) Profit …$2M
End-of-year total assets ($M) among Dougherty Mckinnon & Luby 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dougherty Mckinnon & Luby, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dougherty Mckinnon & Luby, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.34384460141271% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.38M $3.15M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 14 $3M
2024 1 14 $3M

Dougherty Mckinnon & Luby, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$277K
Employer EIN582283283
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Dougherty Mckinnon & Luby 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Dougherty Mckinnon & Luby 401(k) Plan, Total assets ($B): 0.0023784 · Participants: 14Dougherty Mckinnon & Luby 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Dougherty Mckinnon & Luby 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Dougherty Mckinnon & Luby 401(k) Plan side-by-side with 3 peers →

Dougherty Mckinnon & Luby 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Textiles Coated, Inc. 401(k) Plan in NH ($2M); by covered participants it is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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.

Frequently Asked Questions

How did Dougherty Mckinnon & Luby 401(k) Plan assets move in 2022? ▼
Dougherty Mckinnon & Luby 401(k) Plan pulled back noticeably - down 10.4% during 2022, from $3M to $2M. Reported net income was -$277K.
How have Dougherty Mckinnon & Luby, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dougherty Mckinnon & Luby, LLC's sponsor-wide assets grew 32.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Dougherty Mckinnon & Luby 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Textiles Coated, Inc. 401(k) Plan in NH ($2M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Dougherty Mckinnon & Luby 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Stock Exchange Bank 401(k) Plan Tr. in KS (14 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582283283.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.