401(k) · DOL Form 5500 · 2022
John C. Heath, Attorney at Law, PLLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 578
- Participants Below avg headcount
- 42nd
- Percentile by assets National rank
- $5,700
- Avg per participant Low balance/head
Official DOL plan name: Lexington Law Firm 401(k) Plan · Sponsored by John C. Heath, Attorney at Law, PLLC · Utah · Administrative & Support Services
$3M in assets, 578 participants
John C. Heath, Attorney at Law, PLLC's Lexington Law Firm 401(k) Plan reported $3M in total assets and 578 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #3,245 in Administrative & Support Services (4,927 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Lexington Law Firm 401(k) Plan ranks #3,245 of 4,927 2022 filers by assets (876% of the sector average)-$3M for 578 participants.
- #3,245
- in Administrative & Support Services (4,927 peers)
- -28.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lexington Law Firm 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers
Lexington Law Firm 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,294,463 42nd percentile higher than 42% 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
Lexington Law Firm 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. Lexington Law Firm 401(k) Plan sits mid-pack in the medium band (578 participants).
DOL schedule card
Filing strip 342038362 · John C. Heath, Attorney at Law, PLLC PY 2022 · 401(k)
Lexington Law Firm 401(k) Plan · $3M · 578 · 42nd
- 5500 $3M
- 5500 578
- 5500 42nd
- 5500 401(k)
- 5500 near Sd&a Teleservices, Inc. 401(k) Plan
- 5500 ind #3245
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 Administrative & Support Services retirement plans → · Plans in Utah →
Lexington Law Firm 401(k) Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$1M |
| Employer EIN | 342038362 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (John C. Heath, Attorney at Law, PLLC)
Sponsor-wide plan assets over time
All John C. Heath, Attorney at Law, PLLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 0.7757865242377893% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 578 | $3M |
| 2023 | 1 | 213 | $3M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Lexington Law Firm 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Sd&a Teleservices, Inc. 401(k) Plan in CA ($3M); by covered participants it is The Sydell Group LLC 401(k) Plan in FL (578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (578 participants); asset peers above are excluded.
- The Sydell Group LLC 401(k) Plan (FL) 578 · 0 off
- Mbs Asset Management, LLC 401(k) Plan (CA) 578 · 0 off
- Jacksonville Transit Management Corporation 401(k) Plan (FL) 578 · 0 off
- Lactalis Dairy USA 401(k) Plan (CA) 578 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.