Profit Sharing · DOL Form 5500 · 2022

Lee, Livingston, Lee, Nichols & Barron, P.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$409,170
Avg per participant High balance/head
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Official DOL plan name: Lee, Livingston, Lee, Nichols & Barron P.C. Psp · Sponsored by Lee, Livingston, Lee, Nichols & Barron, P.C. · Alabama · Professional & Technical Services

$3M in assets, 8 participants

Lee, Livingston, Lee, Nichols & Barron, P.C.'s Lee, Livingston, Lee, Nichols & Barron P.C. Psp reported $3M in total assets and 8 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.

  • #8,484 in Professional & Technical Services (21,562 peers)

What the 2022 filing shows

Lee, Livingston, Lee, Nichols & Barron P.C. Psp holds $3M for 8 participants - about $409,170 per participant, in the lower half of filed plans by assets.

#8,484
in Professional & Technical Services (21,562 peers)
-7.8%
assets change YoY

The plan reported a net loss of $277K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee, Livingston, Lee, Nichols & Barron P.C. Psp's mid-pack asset rank among Professional & Technical Services and all filers

Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs every filed plan by assets

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

$3,273,358 42nd percentile higher than 42% 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

Lee, Livingston, Lee, Nichols & Barron P.C. Psp among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee, Livingston, Lee, Nichols & Barron P.C. Psp is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 631263691 · Lee, Livingston, Lee, Nichols & Barron, P.C. PY 2022 · Profit Sharing

Lee, Livingston, Lee, Nichols & Barron P.C. Psp · $3M · 8 · 42nd

  • PCT $3M
  • EIN 8
  • RANK 42nd
  • PHOTO Profit Sharing
  • IND near Surefire Ventures, Inc. Profit Sharing Plan & Trust
  • EOY ind #8484

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 →

Lee, Livingston, Lee, Nichols & Barron P.C. Psp in the asset neighbourhood

Lee, Livingston, Lee, Nichols & Barron P.C. PspLee, Livingston, Lee, Nichol…$3MSurefire Ventures, Inc. Profit Sharing Plan & TrustSurefire Ventures, Inc. Prof…$3MHugh Rogers & Company Profit Sharing PlanHugh Rogers & Company Profit…$3MKemp Instruments, Inc. Restated Profit Sharing PlanKemp Instruments, Inc. Resta…$3MBob L Robertson Profit Sharing PlanBob L Robertson Profit Shari…$3M
End-of-year total assets ($M) among Lee, Livingston, Lee, Nichols & Barron P.C. Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$277K
Employer EIN631263691
Plan Effective Date1974-02-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee, Livingston, Lee, Nichols & Barron, P.C.)

Sponsor-wide plan assets over time

All Lee, Livingston, Lee, Nichols & Barron, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.669206362396047% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.27M $3.06M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 7 $3M

Nearby Profit Sharing Plans in Alabama

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

Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Lee, Livingston, Lee, Nichols & Barron P.C. Psp, Total assets ($M): 3.273358 · Participants: 8Lee, Livingston, Lee, Nichols & Barron P.C. PspThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Lee, Livingston, Lee, Nichols & Barron P.C. Psp side-by-side with 3 peers →

Lee, Livingston, Lee, Nichols & Barron P.C. Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Surefire Ventures, Inc. Profit Sharing Plan & Trust in VA ($3M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lee, Livingston, Lee, Nichols & Barron P.C. Psp assets move in 2022? ▼
Lee, Livingston, Lee, Nichols & Barron P.C. Psp pulled back noticeably - down 7.8% during 2022, from $4M to $3M. Reported net income was -$277K.
How have Lee, Livingston, Lee, Nichols & Barron, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee, Livingston, Lee, Nichols & Barron, P.C.'s sponsor-wide assets declined 6.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Lee, Livingston, Lee, Nichols & Barron P.C. Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Surefire Ventures, Inc. Profit Sharing Plan & Trust in VA ($3M, 85 participants).
Which Profit Sharing plans cover a similar participant headcount to Lee, Livingston, Lee, Nichols & Barron P.C. Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 631263691.

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.