Other · DOL Form 5500 · 2022

Leadingham Rodgers, LLC Retirement Plan

Data updated 2026-08-25

$261K
Total assets Small plan by assets
5
Participants Small participant base
13th
Percentile by assets National rank
$52,174
Avg per participant Low balance/head
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Official DOL plan name: Leadingham Rodgers, LLC Retirement Plan · Sponsored by Leadingham Rodgers, LLC · Alabama · Professional & Technical Services

$261K in assets, 5 participants

Leadingham Rodgers, LLC's Leadingham Rodgers, LLC Retirement Plan reported $261K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,189 in Professional & Technical Services (21,562 peers)

Leadingham Rodgers, LLC multi-year trail

Leadingham Rodgers, LLC's plans moved +21.3% in assets from 2022 to 2023; this filing shows Leadingham Rodgers, LLC Retirement Plan at $261K / 5 participants.

#2,189
in Professional & Technical Services (21,562 peers)
-34.1%
assets change YoY

The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leadingham Rodgers, LLC Retirement Plan among the smaller filed plans by assets

Leadingham Rodgers, LLC Retirement Plan vs every filed plan by assets

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

$260,870 13th percentile higher than 13% 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

Leadingham Rodgers, LLC 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. Leadingham Rodgers, LLC Retirement Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 263850881 · Leadingham Rodgers, LLC PY 2022 · Other

Leadingham Rodgers, LLC Retirement Plan · $261K · 5 · 13th

  • RANK $261K
  • PHOTO 5
  • IND 13th
  • EOY Other
  • 5500 near Good of All
  • ASSETS ind #2189

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 →

Leadingham Rodgers, LLC Retirement Plan in the asset neighbourhood

Leadingham Rodgers, LLC Retirement PlanLeadingham Rodgers, LLC Reti…$261KGood of All$261KPartners for Education and Business, Inc. 403(b) DPartners for Education and B…$262KEdward J Gilson Jr$262KMuller King & Co 401 (K) Plan$259K
End-of-year total assets ($M) among Leadingham Rodgers, LLC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Leadingham Rodgers, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Leadingham Rodgers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$316K 21.313297811170315% vs 2022
2023 filing year
$0.24M$0.26M$0.28M$0.3M$0.32M$0.34M 20222023 $0.26M $0.32M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 5 $261K
2023 1 3 $316K

Leadingham Rodgers, LLC filing trail (2022)

Total Assets (Beginning of Year)$396K
Net Assets (End of Year)$261K
Net Income-$135K
Employer EIN263850881
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Leadingham Rodgers, LLC Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Leadingham Rodgers, LLC Retirement Plan, Total assets ($B): 0.00026087 · Participants: 5Leadingham Rodgers, LLC Retirement PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
Leadingham Rodgers, LLC Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Leadingham Rodgers, LLC Retirement Plan side-by-side with 3 peers →

Leadingham Rodgers, LLC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Good of All in DC ($261K); by covered participants it is James Ooi Md Apc Profit Sharing Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($261K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Leadingham Rodgers, LLC Retirement Plan assets move in 2022? ▼
Leadingham Rodgers, LLC Retirement Plan contracted severely - down 34.1% during 2022, from $396K to $261K. Reported net income was -$135K.
How have Leadingham Rodgers, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Leadingham Rodgers, LLC's sponsor-wide assets grew 21.3%, from $261K to $316K.
Where does Leadingham Rodgers, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Leadingham Rodgers, LLC Retirement Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Leadingham Rodgers, LLC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Good of All in DC ($261K, 4 participants).
Which Other plans cover a similar participant headcount to Leadingham Rodgers, LLC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is James Ooi Md Apc Profit Sharing Plan in CA (5 participants, N/A 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 263850881.

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.