Profit Sharing · DOL Form 5500 · 2022

J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company Profit Sharing Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
411
Participants Below avg headcount
91st
Percentile by assets National rank
$193,837
Avg per participant Above avg balance/head
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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.

  • #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.

#7,987
in Finance & Insurance (9,261 peers)
-21.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

J. Smith Lanier & Co. Profit Sharing Plan's outsized position by total assets

J. Smith Lanier & Co. Profit Sharing Plan vs every filed plan by assets

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

$79,666,915 Top 9% higher than 91% 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

J. Smith Lanier & Co. Profit Sharing 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. J. Smith Lanier & Co. Profit Sharing Plan sits mid-pack in the medium band (411 participants).

DOL schedule card

Filing strip 263237576 · J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company PY 2022 · Profit Sharing

J. Smith Lanier & Co. Profit Sharing Plan · $80M · 411 · 91st

  • SCH $80M
  • SCH 411
  • SCH 91st
  • SCH Profit Sharing
  • SCH near World Resources Institute Pension Plan
  • SCH ind #7987

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 →

J. Smith Lanier & Co. Profit Sharing Plan in the asset neighbourhood

Lowenstein Sandler Profit Sharing PlanLowenstein Sandler Profit Sh…$80MWorld Resources Institute Pension PlanWorld Resources Institute Pe…$80MJ. Smith Lanier & Co. Profit Sharing PlanJ. Smith Lanier & Co. Profit…$80MRetirement Plan for Employees of HowardcenterRetirement Plan for Employee…$80MSullivan Companies Retirement TrustSullivan Companies Retiremen…$79M
End-of-year total assets ($M) among J. Smith Lanier & Co. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$80M
Net Income-$22M
Employer EIN263237576
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company)

Sponsor-wide plan assets over time

All J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$50M$100M 20222023 $79.7M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants J. Smith Lanier & Co. Profit Sharing Plan, Total assets ($B): 0.079666915 · Participants: 411J. Smith Lanier & Co. Profit Sharing PlanEmory University Retirement Plan, Total assets ($B): 4.223392883 · Participants: 18872Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.067818113 · Participants: 21075Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.700061306 · Participants: 2621The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.287686808 · Participants: 11691Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.154098726 · Participants: 2400Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
J. Smith Lanier & Co. Profit Sharing Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare J. Smith Lanier & Co. Profit Sharing Plan side-by-side with 3 peers →

J. Smith Lanier & Co. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is World Resources Institute Pension Plan in DC ($80M); by covered participants it is East Manufacturing Corporation Profit Sharing Plan in OH (411 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (411 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 J. Smith Lanier & Co. Profit Sharing Plan assets move in 2022? ▼
J. Smith Lanier & Co. Profit Sharing Plan declined sharply - down 21.6% during 2022, from $102M to $80M. Reported net income was -$22M.
Where does J. Smith Lanier & Co. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
J. Smith Lanier & Co. Profit Sharing Plan ranks in the 91st 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 Profit Sharing plans are similar in size to J. Smith Lanier & Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is World Resources Institute Pension Plan in DC ($80M, 583 participants).
Which Profit Sharing plans cover a similar participant headcount to J. Smith Lanier & Co. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is East Manufacturing Corporation Profit Sharing Plan in OH (411 participants, $10M 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 263237576.

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.