401(k) · DOL Form 5500 · 2022

Lester, Greene & Mccord Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$888K
Total assets Small plan by assets
22
Participants Small participant base
24th
Percentile by assets National rank
$40,361
Avg per participant Low balance/head
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Official DOL plan name: Lester, Greene & Mccord 401(k) Plan · Sponsored by Lester, Greene & Mccord Insurance Agency, Inc. · Tennessee · Finance & Insurance

$888K in assets, 22 participants

Lester, Greene & Mccord Insurance Agency, Inc.'s Lester, Greene & Mccord 401(k) Plan reported $888K in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,437 in Finance & Insurance (9,261 peers)

Lester, Greene & Mccord Insurance Agency, Inc. multi-year trail

Lester, Greene & Mccord Insurance Agency, Inc.'s plans moved +74.1% in assets from 2022 to 2024; this filing shows Lester, Greene & Mccord 401(k) Plan at $888K / 22 participants.

#1,437
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY

The plan reported a net loss of $137K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lester, Greene & Mccord 401(k) Plan among the smaller filed plans by assets

Lester, Greene & Mccord 401(k) Plan vs every filed plan by assets

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

$887,934 24th percentile higher than 24% 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

Lester, Greene & Mccord 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lester, Greene & Mccord 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 620719999 · Lester, Greene & Mccord Insurance Agency, Inc. PY 2022 · 401(k)

Lester, Greene & Mccord 401(k) Plan · $888K · 22 · 24th

  • EBSA $888K
  • PART 22
  • TYPE 24th
  • NET 401(k)
  • BOOK near All American Ruidoso Downs, LLC Retirement Savings Plan
  • VS-ST ind #1437

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 Tennessee →

Lester, Greene & Mccord 401(k) Plan in the asset neighbourhood

Lester, Greene & Mccord 401(k) PlanLester, Greene & Mccord 401(…$888KAll American Ruidoso Downs, LLC Retirement Savings PlanAll American Ruidoso Downs, …$888KVerge Mobile 401(k) Plan$888KLedman Construction, Inc. 401(k) Profit Sharing PlanLedman Construction, Inc. 40…$888KMail Management Services Inc. 401(k) PlanMail Management Services Inc…$888K
End-of-year total assets ($M) among Lester, Greene & Mccord 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lester, Greene & Mccord Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lester, Greene & Mccord Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 74.11800877092216% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.89M $1.55M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 22 $888K
2023 1 21 $1M
2024 1 22 $2M

Lester, Greene & Mccord Insurance Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$888K
Net Income-$137K
Employer EIN620719999
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Lester, Greene & Mccord 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Lester, Greene & Mccord 401(k) Plan, Total assets ($B): 0.000887934 · Participants: 22Lester, Greene & Mccord 401(k) 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
Lester, Greene & Mccord 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lester, Greene & Mccord 401(k) Plan side-by-side with 3 peers →

Lester, Greene & Mccord 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is All American Ruidoso Downs, LLC Retirement Savings Plan in NM ($888K); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Lester, Greene & Mccord 401(k) Plan assets move in 2022? ▼
Lester, Greene & Mccord 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $1M to $888K. Reported net income was -$137K.
How have Lester, Greene & Mccord Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lester, Greene & Mccord Insurance Agency, Inc.'s sponsor-wide assets grew 74.1%, from $888K to $2M.
Where does Lester, Greene & Mccord 401(k) Plan rank by assets among Form 5500 filers? ▼
Lester, Greene & Mccord 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lester, Greene & Mccord 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is All American Ruidoso Downs, LLC Retirement Savings Plan in NM ($888K, 156 participants).
Which 401(k) plans cover a similar participant headcount to Lester, Greene & Mccord 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M 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 620719999.

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.