401(k) · DOL Form 5500 · 2022
Lackie Trading, Inc. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 1
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $28.6M
- Avg per participant High balance/head
Official DOL plan name: James D. Lackie Retirement Plan · Sponsored by Lackie Trading, Inc. · Tennessee · Finance & Insurance
$29M in assets, 1 participants
Lackie Trading, Inc.'s James D. Lackie Retirement Plan reported $29M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,604 in Finance & Insurance (9,261 peers)
Where James D. Lackie Retirement Plan sits by assets
James D. Lackie Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 1 participant (~$28.6M/participant), up 4.3% in 2022.
- #6,604
- in Finance & Insurance (9,261 peers)
- +4.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
James D. Lackie Retirement Plan's outsized position by total assets
James D. Lackie Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,557,817 Top 18% higher than 82% 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
James D. Lackie 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. James D. Lackie Retirement Plan is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 621478098 · Lackie Trading, Inc. PY 2022 · 401(k)
James D. Lackie Retirement Plan · $29M · 1 · 82nd
- NET $29M
- NET 1
- NET 82nd
- NET 401(k)
- NET near Signature Science, LLC 401(k) Plan
- NET ind #6604
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 Finance & Insurance retirement plans → · Plans in Tennessee →
James D. Lackie Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $1M |
| Employer EIN | 621478098 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lackie Trading, Inc.)
Sponsor-wide plan assets over time
All Lackie Trading, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $29M |
| 2023 | 1 | 1 | $25M |
| 2024 | 1 | N/A | N/A |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
James D. Lackie Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Signature Science, LLC 401(k) Plan in TX ($29M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Signature Science, LLC 401(k) Plan (TX) $29M · 235
- Atlas Technologies, Inc. 401(k) Profit Sharing Plan (SC) $29M · 256
- Smt 401(k) Plan (NC) $29M · 429
- Bryant Bank 401(k) Plan (AL) $29M · 271
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Kellow Corporation 401(k) Profit Sharing Plan (WI) 1 · 0 off
- Steven a Root Enterprises, Inc. 401 K Plan (IA) 1 · 0 off
- Rebel Goat 401(k) 2022 (UT) 1 · 0 off
- Dmg Beauty, Inc. 401(k) Profit Sharing Plan (MD) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.