401(k) · DOL Form 5500 · 2022

Lacey & Jones, LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
14
Participants Small participant base
66th
Percentile by assets National rank
$765,651
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lacey & Jones 401(k) Plan and Trust · Sponsored by Lacey & Jones, LLP · Michigan · Professional & Technical Services

$11M in assets, 14 participants

Lacey & Jones, LLP's Lacey & Jones 401(k) Plan and Trust reported $11M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,080 in Professional & Technical Services (21,562 peers)

Lacey & Jones, LLP multi-year trail

Lacey & Jones, LLP's plans moved +14.4% in assets from 2022 to 2024; this filing shows Lacey & Jones 401(k) Plan and Trust at $11M / 14 participants.

#14,080
in Professional & Technical Services (21,562 peers)
-15.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lacey & Jones 401(k) Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lacey & Jones 401(k) Plan and Trust vs every filed plan by assets

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

$10,719,118 Top 34% higher than 66% 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

Lacey & Jones 401(k) Plan and Trust among smaller filed plans by headcount

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

Form 5500 schedule snapshot

Filing strip 381424148 · Lacey & Jones, LLP PY 2022 · 401(k)

Lacey & Jones 401(k) Plan and Trust · $11M · 14 · 66th

  • BOY $11M
  • BOY 14
  • BOY 66th
  • BOY 401(k)
  • BOY near Lime 401(k) Plan
  • BOY ind #14080

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 Michigan →

Lacey & Jones 401(k) Plan and Trust in the asset neighbourhood

Lacey & Jones 401(k) Plan and TrustLacey & Jones 401(k) Plan an…$11MLime 401(k) Plan$11MBellmont Cabinet Co. 401(k) Ps Plan & TrustBellmont Cabinet Co. 401(k) …$11MGreenphire, Inc. 401(k) Profit Sharing Plan TrustGreenphire, Inc. 401(k) Prof…$11MAmerican Safety Council, Inc. D/B/a Certus 401(k) PlanAmerican Safety Council, Inc…$11M
End-of-year total assets ($M) among Lacey & Jones 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lacey & Jones, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Lacey & Jones, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$12M 14.397537185428877% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.7M $12.3M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 14 $11M
2023 1 14 $12M
2024 1 14 $12M

Lacey & Jones, LLP filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN381424148
Plan Effective Date1975-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Lacey & Jones 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Lacey & Jones 401(k) Plan and Trust, Total assets ($B): 0.010719118 · Participants: 14Lacey & Jones 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lacey & Jones 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lacey & Jones 401(k) Plan and Trust side-by-side with 3 peers →

Lacey & Jones 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Lime 401(k) Plan in CA ($11M); 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.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

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 Lacey & Jones 401(k) Plan and Trust assets move in 2022? ▼
Lacey & Jones 401(k) Plan and Trust declined sharply - down 15.1% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Lacey & Jones, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lacey & Jones, LLP's sponsor-wide assets grew 14.4%, from $11M to $12M.
Which 401(k) plans are similar in size to Lacey & Jones 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lime 401(k) Plan in CA ($11M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Lacey & Jones 401(k) Plan and Trust? ▼
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 381424148.

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.