401(k) · DOL Form 5500 · 2022
Lendmark Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 1,841
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $44,925
- Avg per participant Low balance/head
Official DOL plan name: Lendmark 401(k) Plan · Sponsored by Lendmark Financial Services, LLC · Georgia · Finance & Insurance
$83M in assets, 1,841 participants
Lendmark Financial Services, LLC's Lendmark 401(k) Plan reported $83M in total assets and 1,841 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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 Finance & Insurance (9,261 peers)
Where Lendmark 401(k) Plan sits by assets
Lendmark 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 1,841 participants (~$44,925/participant), down 4.4% in 2022.
- #8,023
- in Finance & Insurance (9,261 peers)
- -4.4%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lendmark 401(k) Plan's outsized position by total assets
Lendmark 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$82,707,844 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lendmark 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lendmark 401(k) Plan lands in the large band (1,841 participants).
Published 5500 schedule card
Filing strip 582257419 · Lendmark Financial Services, LLC PY 2022 · 401(k)
Lendmark 401(k) Plan · $83M · 1,841 · 92nd
- NET $83M
- NET 1,841
- NET 92nd
- NET 401(k)
- NET near Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan
- NET 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 Finance & Insurance retirement plans → · Plans in Georgia →
Lendmark 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $87M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | -$4M |
| Employer EIN | 582257419 |
| Plan Effective Date | 2013-10-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lendmark Financial Services, LLC)
Sponsor-wide plan assets over time
All Lendmark Financial Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 38.65579303457602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,841 | $83M |
| 2023 | 1 | 2,046 | $101M |
| 2024 | 1 | 2,144 | $115M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Lendmark 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Premier Orthopaedic and Sports Medicine Associates Ltd. 401(k) Profit Sharing Plan in PA ($83M); by covered participants it is Firstbank 401(k) Savings Plan & Trust in TN (1,841 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,841 participants); asset peers above are excluded.
- Firstbank 401(k) Savings Plan & Trust (TN) 1,841 · 0 off
- Rochester Regional Health 401(k) Defined Contribution Plan (NY) 1,840 · 1 off
- Shopify (USA), Inc. 401(k) Plan (CA) 1,842 · 1 off
- U.a. Locals No. 375 and 367 Supplemental Trust (WA) 1,840 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.