401(k) · DOL Form 5500 · 2022

Lumsden & Mccormick, LLP 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
117
Participants Small participant base
86th
Percentile by assets National rank
$347,149
Avg per participant High balance/head
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Official DOL plan name: Lumsden & Mccormick, LLP 401(k) Plan · Sponsored by Lumsden & Mccormick, LLP · New York · Professional & Technical Services

$41M in assets, 117 participants

Lumsden & Mccormick, LLP's Lumsden & Mccormick, LLP 401(k) Plan reported $41M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,785 in Professional & Technical Services (21,562 peers)

Coverage in New York

Lumsden & Mccormick, LLP 401(k) Plan covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $41M.

#18,785
in Professional & Technical Services (21,562 peers)
-13.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lumsden & Mccormick, LLP 401(k) Plan's outsized position by total assets

Lumsden & Mccormick, LLP 401(k) Plan vs every filed plan by assets

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

$40,616,405 Top 14% higher than 86% 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

Lumsden & Mccormick, LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumsden & Mccormick, LLP 401(k) Plan sits mid-pack in the medium band (117 participants).

EBSA filing schedule strip

Filing strip 160765486 · Lumsden & Mccormick, LLP PY 2022 · 401(k)

Lumsden & Mccormick, LLP 401(k) Plan · $41M · 117 · 86th

  • BOY $41M
  • BOY 117
  • BOY 86th
  • BOY 401(k)
  • BOY near The Hartz Mountain Corporation 401(k) Plan
  • BOY ind #18785

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 New York →

Lumsden & Mccormick, LLP 401(k) Plan in the asset neighbourhood

Chargepoint 401(k) Plan$41MLumsden & Mccormick, LLP 401(k) PlanLumsden & Mccormick, LLP 401…$41MReliable Community Bancshares Retirement PlanReliable Community Bancshare…$41MThe Hartz Mountain Corporation 401(k) PlanThe Hartz Mountain Corporati…$41MUmass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing PlanUmass Memorial Shields Pharm…$41M
End-of-year total assets ($M) among Lumsden & Mccormick, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$41M
Net Income-$6M
Employer EIN160765486
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumsden & Mccormick, LLP)

Sponsor-wide plan assets over time

All Lumsden & Mccormick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$56M 36.93878372544296% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.6M $55.6M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 117 $41M
2023 1 124 $51M
2024 1 122 $56M

Nearby 401(k) Plans in New York

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

Lumsden & Mccormick, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Lumsden & Mccormick, LLP 401(k) Plan, Total assets ($B): 0.040616405 · Participants: 117Lumsden & Mccormick, LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Lumsden & Mccormick, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lumsden & Mccormick, LLP 401(k) Plan side-by-side with 3 peers →

Lumsden & Mccormick, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Hartz Mountain Corporation 401(k) Plan in NJ ($41M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Lumsden & Mccormick, LLP 401(k) Plan assets move in 2022? ▼
Lumsden & Mccormick, LLP 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $47M to $41M. Reported net income was -$6M.
How have Lumsden & Mccormick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumsden & Mccormick, LLP's sponsor-wide assets grew 36.9%, from $41M to $56M.
Where does Lumsden & Mccormick, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Lumsden & Mccormick, LLP 401(k) Plan ranks in the 86th 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 Lumsden & Mccormick, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hartz Mountain Corporation 401(k) Plan in NJ ($41M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Lumsden & Mccormick, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 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 160765486.

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.