401(k) · DOL Form 5500 · 2022

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
54
Participants Small participant base
72nd
Percentile by assets National rank
$274,345
Avg per participant High balance/head
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Official DOL plan name: Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan · Sponsored by Lloyd, Gray, Whitehead & Monroe, P.C. · Alabama · Professional & Technical Services

$15M in assets, 54 participants

Lloyd, Gray, Whitehead & Monroe, P.C.'s Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported $15M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,500 in Professional & Technical Services (21,562 peers)

2022 asset change

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan pulled back noticeably 13.9% in 2022 ($17M → $15M) for 54 participants.

#15,500
in Professional & Technical Services (21,562 peers)
-13.9%
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.

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,814,643 Top 28% higher than 72% 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

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing 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. Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan is a small filing (54 participants) on this national headcount ladder.

DOL schedule card

Filing strip 631007931 · Lloyd, Gray, Whitehead & Monroe, P.C. PY 2022 · 401(k)

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan · $15M · 54 · 72nd

  • TYPE $15M
  • NET 54
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Power Plant Services, Inc. Profit Sharing 401(k) Plan
  • SCH ind #15500

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 →

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Home Health and Hospice Care, Inc. 401(k) PlanHome Health and Hospice Care…$15MBae Industries 401(k) Plan$15MLloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$15MPower Plant Services, Inc. Profit Sharing 401(k) PlanPower Plant Services, Inc. P…$15MHubbardton Forge Savings and Retirement PlanHubbardton Forge Savings and…$15M
End-of-year total assets ($M) among Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lloyd, Gray, Whitehead & Monroe, P.C. years around the 2022 move

Sponsor-wide plan assets over time

All Lloyd, Gray, Whitehead & Monroe, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.003033620182411% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M 202220232024 $14.8M $15.7M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 54 $15M
2023 1 58 $15M
2024 1 61 $16M

2022 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN631007931
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.014814643 · Participants: 54Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Power Plant Services, Inc. Profit Sharing 401(k) Plan in IL ($15M); by covered participants it is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Lloyd, Gray, Whitehead & Monroe, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd, Gray, Whitehead & Monroe, P.C.'s sponsor-wide assets grew 6.0%, from $15M to $16M.
Which 401(k) plans are similar in size to Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Power Plant Services, Inc. Profit Sharing 401(k) Plan in IL ($15M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants, $4M 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 631007931.

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.