Profit Sharing · DOL Form 5500 · 2022
J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company Profit Sharing Plan
Data updated 2026-08-11
- $80M
- Total assets
- 411
- Participants
- 91st
- Percentile by assets
- $193,837
- Avg per participant
Official DOL plan name: J. Smith Lanier & Co. Profit Sharing Plan · Sponsored by J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company · Georgia · Finance & Insurance
$80M in assets, 411 participants
J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company's J. Smith Lanier & Co. Profit Sharing Plan reported $80M in total assets and 411 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #7,987 in Finance & Insurance (9,261 peers)
Coverage in Georgia
J. Smith Lanier & Co. Profit Sharing Plan covers 411 participants in Georgia, about 37% of the average Georgia filer (state average ~1,096 per filing). Assets: $80M.
- $80M
- total plan assets (2022 EOY)
- 411
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $193,837
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. J. Smith Lanier & Co. Profit Sharing Plan reports 411 participants - about 37% of that state average ($80M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | -$22M |
| Employer EIN | 263237576 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $80M |
| 2023 | 1 | 363 | N/A |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
J. Smith Lanier & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
- Emory University Retirement Plan $4.2B · 18,872
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.1B · 21,075
- The Emory Clinic, Inc. Retirement Savings Plan $700M · 2,621
- Childrens Healthcare of Atlanta Growth Plan $288M · 11,691
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $154M · 2,400
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to J. Smith Lanier & Co. Profit Sharing Plan by total assets, not by location.
- World Resources Institute Pension Plan (DC) $80M · 583
- Retirement Plan for Employees of Howardcenter (VT) $80M · 1,265
- Sullivan Companies Retirement Trust (MA) $79M · 1,083
- Lowenstein Sandler Profit Sharing Plan (NJ) $80M · 273
Frequently Asked Questions
How did J. Smith Lanier & Co. Profit Sharing Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on J. Smith Lanier & Co. Profit Sharing Plan's numbers.
- By total assets, J. Smith Lanier & Co. Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Georgia. Compare plans