401(k) · DOL Form 5500 · 2022

Lehman-Roberts Company 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
252
Participants Below avg headcount
82nd
Percentile by assets National rank
$109,167
Avg per participant Below avg balance/head
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Official DOL plan name: Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan · Sponsored by Lehman-Roberts Company · Tennessee · Construction

$28M in assets, 252 participants

Lehman-Roberts Company's Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan reported $28M in total assets and 252 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #8,023 in Construction (9,927 peers)

Coverage in Tennessee

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan covers 252 participants in Tennessee, about 22% of the average Tennessee filer (state average ~1,126 per filing). Assets: $28M.

#8,023
in Construction (9,927 peers)
-15.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan's outsized position by total assets

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan vs every filed plan by assets

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

$27,510,170 Top 18% higher than 82% 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

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement 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. Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan sits mid-pack in the medium band (252 participants).

DOL schedule card

Filing strip 610322960 · Lehman-Roberts Company PY 2022 · 401(k)

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan · $28M · 252 · 82nd

  • PART $28M
  • TYPE 252
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Ks Statebank Profit Sharing 401(k) Plan
  • BOY ind #8023

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 Construction retirement plans → · Plans in Tennessee →

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan in the asset neighbourhood

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement PlanLehman-Roberts/Memphis Stone…$28MKs Statebank Profit Sharing 401(k) PlanKs Statebank Profit Sharing …$28MBorrego Energy Retirement Savings PlanBorrego Energy Retirement Sa…$28MBeacon Pointe 401(k) Plan$28MHatzel & Buehler, Inc. Irc 401(k) PlanHatzel & Buehler, Inc. Irc 4…$28M
End-of-year total assets ($M) among Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$5M
Employer EIN610322960
Plan Effective Date1956-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lehman-Roberts Company)

Sponsor-wide plan assets over time

All Lehman-Roberts Company plans reported in each filing year

Latest sponsor-wide plan assets
$34M 25.034887098116805% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.5M $34.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 252 $28M
2023 1 257 $31M
2024 1 271 $34M

Nearby 401(k) Plans in Tennessee

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

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan, Total assets ($B): 0.02751017 · Participants: 252Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan side-by-side with 3 peers →

Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ks Statebank Profit Sharing 401(k) Plan in KS ($28M); by covered participants it is Apollo Professional Solutions, Inc. 401(k) Plan in NH (252 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (252 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 Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan assets move in 2022? ▼
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan declined sharply - down 15.2% during 2022, from $32M to $28M. Reported net income was -$5M.
How have Lehman-Roberts Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lehman-Roberts Company's sponsor-wide assets grew 25.0%, from $28M to $34M.
Where does Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ks Statebank Profit Sharing 401(k) Plan in KS ($28M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apollo Professional Solutions, Inc. 401(k) Plan in NH (252 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 610322960.

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.