401(k) · DOL Form 5500 · 2022

Lightfoot, Franklin & White, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
82
Participants Small participant base
90th
Percentile by assets National rank
$742,191
Avg per participant High balance/head
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Official DOL plan name: Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan · Sponsored by Lightfoot, Franklin & White, LLC · Alabama · Professional & Technical Services

$61M in assets, 82 participants

Lightfoot, Franklin & White, LLC's Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan reported $61M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,533 in Professional & Technical Services (21,562 peers)

Where Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan sits by assets

Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $61M for 82 participants (~$742,191/participant), down 16.5% in 2022.

#19,533
in Professional & Technical Services (21,562 peers)
-16.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$60,859,697 Top 10% higher than 90% 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

Lightfoot, Franklin & White, LLC 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. Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 631015138 · Lightfoot, Franklin & White, LLC PY 2022 · 401(k)

Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan · $61M · 82 · 90th

  • 5500 $61M
  • ASSETS 82
  • PCT 90th
  • EIN 401(k)
  • RANK near Bank First Retirement Plan
  • PHOTO ind #19533

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 →

Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Needham & Company, LLC 401(k) PlanNeedham & Company, LLC 401(k…$61MLightfoot, Franklin & White, LLC 401(k) Profit Sharing PlanLightfoot, Franklin & White,…$61MBank First Retirement Plan$61MBaxter & Woodman 401(k) Retirement Savings PlanBaxter & Woodman 401(k) Reti…$61MVersant Health Holdco, Inc. 401(k) PlanVersant Health Holdco, Inc. …$61M
End-of-year total assets ($M) among Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$61M
Net Income-$13M
Employer EIN631015138
Plan Effective Date1990-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Lightfoot, Franklin & White, LLC)

Sponsor-wide plan assets over time

All Lightfoot, Franklin & White, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 20.59123357753799% vs 2022
2023 filing year
$60M$65M$70M$75M$80M 20222023 $62.3M $75.2M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 118 $62M
2023 2 107 $75M

Nearby 401(k) Plans in Alabama

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

Lightfoot, Franklin & White, LLC 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 ($B) Participants Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.060859697 · Participants: 82Lightfoot, Franklin & White, LLC 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
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lightfoot, Franklin & White, LLC 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 Bank First Retirement Plan in WI ($61M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan declined sharply - down 16.5% during 2022, from $73M to $61M. Reported net income was -$13M.
How have Lightfoot, Franklin & White, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lightfoot, Franklin & White, LLC's sponsor-wide assets grew 20.6%, from $62M to $75M.
Where does Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank First Retirement Plan in WI ($61M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M 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 631015138.

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.