401(k) · DOL Form 5500 · 2022

J.F. Lehman & Company, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
36
Participants Small participant base
80th
Percentile by assets National rank
$689,912
Avg per participant High balance/head
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Official DOL plan name: J.F. Lehman & Company, LLC Savings Plan · Sponsored by J.F. Lehman & Company, LLC · Virginia · Finance & Insurance

$25M in assets, 36 participants

J.F. Lehman & Company, LLC's J.F. Lehman & Company, LLC Savings Plan reported $25M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,348 in Finance & Insurance (9,261 peers)

Where J.F. Lehman & Company, LLC Savings Plan sits by assets

J.F. Lehman & Company, LLC Savings Plan sits in the top quartile of all filed plans by assets, $25M for 36 participants (~$689,912/participant), down 9.7% in 2022.

#6,348
in Finance & Insurance (9,261 peers)
-9.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.F. Lehman & Company, LLC Savings Plan's outsized position by total assets

J.F. Lehman & Company, LLC Savings Plan vs every filed plan by assets

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

$24,836,833 Top 20% higher than 80% 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

J.F. Lehman & Company, LLC Savings 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. J.F. Lehman & Company, LLC Savings Plan is a small filing (36 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 815378532 · J.F. Lehman & Company, LLC PY 2022 · 401(k)

J.F. Lehman & Company, LLC Savings Plan · $25M · 36 · 80th

  • BOOK $25M
  • VS-ST 36
  • BOY 80th
  • SCH 401(k)
  • EBSA near Surgical Information Systems, LLC 401(k) Plan
  • PART ind #6348

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 Virginia →

J.F. Lehman & Company, LLC Savings Plan in the asset neighbourhood

J.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$25MSurgical Information Systems, LLC 401(k) PlanSurgical Information Systems…$25MAnderson Automotive Group 401(k) Profit Sharing PlanAnderson Automotive Group 40…$25MBeech-Nut Nutrition Company Employee's Savings PlanBeech-Nut Nutrition Company …$25MThe Employer Group Retirement Savings PlanThe Employer Group Retiremen…$25M
End-of-year total assets ($M) among J.F. Lehman & Company, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN815378532
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.F. Lehman & Company, LLC)

Sponsor-wide plan assets over time

All J.F. Lehman & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 56.94289203458428% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.8M $39M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 36 $25M
2023 1 48 $33M
2024 1 48 $39M

Nearby 401(k) Plans in Virginia

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

J.F. Lehman & Company, LLC Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants J.F. Lehman & Company, LLC Savings Plan, Total assets ($B): 0.024836833 · Participants: 36J.F. Lehman & Company, LLC Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
J.F. Lehman & Company, LLC Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare J.F. Lehman & Company, LLC Savings Plan side-by-side with 3 peers →

J.F. Lehman & Company, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Surgical Information Systems, LLC 401(k) Plan in GA ($25M); by covered participants it is Zimmm, Inc. 401(k) Plan in TN (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 J.F. Lehman & Company, LLC Savings Plan assets move in 2022? ▼
J.F. Lehman & Company, LLC Savings Plan pulled back noticeably - down 9.7% during 2022, from $27M to $25M. Reported net income was -$3M.
How have J.F. Lehman & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.F. Lehman & Company, LLC's sponsor-wide assets grew 56.9%, from $25M to $39M.
Where does J.F. Lehman & Company, LLC Savings Plan rank by assets among Form 5500 filers? ▼
J.F. Lehman & Company, LLC Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.F. Lehman & Company, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surgical Information Systems, LLC 401(k) Plan in GA ($25M, 314 participants).
Which 401(k) plans cover a similar participant headcount to J.F. Lehman & Company, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Zimmm, Inc. 401(k) Plan in TN (36 participants, $417K 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 815378532.

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.