401(k) · DOL Form 5500 · 2022

Long Lewis Ford of the Shoals, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
503
Participants Below avg headcount
62nd
Percentile by assets National rank
$17,114
Avg per participant Low balance/head
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Official DOL plan name: Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Long Lewis Ford of the Shoals, Inc. · Alabama · Retail Trade

$9M in assets, 503 participants

Long Lewis Ford of the Shoals, Inc.'s Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 503 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,906 in Retail Trade (9,519 peers)

Long Lewis Ford of the Shoals, Inc. multi-year trail

Long Lewis Ford of the Shoals, Inc.'s plans moved +42.0% in assets from 2022 to 2024; this filing shows Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust at $9M / 503 participants.

#6,906
in Retail Trade (9,519 peers)
+4.3%
assets growth YoY

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,608,510 Top 38% higher than 62% 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

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust 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. Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (503 participants).

EBSA filing schedule strip

Filing strip 631171028 · Long Lewis Ford of the Shoals, Inc. PY 2022 · 401(k)

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust · $9M · 503 · 62nd

  • EIN $9M
  • EIN 503
  • EIN 62nd
  • EIN 401(k)
  • EIN near Pattison Sign Retirement & Vesting Plan
  • EIN ind #6906

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 Retail Trade retirement plans → · Plans in Alabama →

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and TrustLong Lewis Ford of the Shoal…$9MPattison Sign Retirement & Vesting PlanPattison Sign Retirement & V…$9MIntegrated Employer Solutions 401(k) PlanIntegrated Employer Solution…$9MElm Locating and Utility Services 401(k) PlanElm Locating and Utility Ser…$9MArcos LLC 401(k) Profit Sharing PlanArcos LLC 401(k) Profit Shar…$9M
End-of-year total assets ($M) among Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Long Lewis Ford of the Shoals, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Long Lewis Ford of the Shoals, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 42.04693959814184% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.61M $12.2M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 503 $9M
2023 1 656 $11M
2024 1 775 $12M

Long Lewis Ford of the Shoals, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$356K
Employer EIN631171028
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00860851 · Participants: 503Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and TrustRegions 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
Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Pattison Sign Retirement & Vesting Plan in TN ($9M); by covered participants it is Southwood Realty 401(k) Plan in NC (503 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (503 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 Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust edged up modestly - up 4.3% during 2022, from $8M to $9M. Reported net income was $356K.
How have Long Lewis Ford of the Shoals, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Long Lewis Ford of the Shoals, Inc.'s sponsor-wide assets grew 42.0%, from $9M to $12M.
Which 401(k) plans are similar in size to Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pattison Sign Retirement & Vesting Plan in TN ($9M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Long Lewis Ford of the Shoals, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwood Realty 401(k) Plan in NC (503 participants, $3M 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 631171028.

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.