401(k) · DOL Form 5500 · 2023

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
63
Participants Small participant base
72nd
Percentile by assets National rank
$300,078
Avg per participant High balance/head
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Official DOL plan name: Stanley D. Lindsey & Associates, Ltd. 401(k) Plan · Sponsored by Stanley D. Lindsey & Associates, Ltd. · Tennessee · Professional & Technical Services

$19M in assets, 63 participants

Stanley D. Lindsey & Associates, Ltd.'s Stanley D. Lindsey & Associates, Ltd. 401(k) Plan reported $19M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,468 in Professional & Technical Services (20,321 peers)

Stanley D. Lindsey & Associates, Ltd. multi-year trail

Stanley D. Lindsey & Associates, Ltd.'s plans moved +54.4% in assets from 2022 to 2024; this filing shows Stanley D. Lindsey & Associates, Ltd. 401(k) Plan at $19M / 63 participants.

#14,468
in Professional & Technical Services (20,321 peers)
+30.5%
assets growth YoY

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan's outsized position by total assets

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,904,883 Top 28% higher than 72% of 127,068 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 2023

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanley D. Lindsey & Associates, Ltd. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanley D. Lindsey & Associates, Ltd. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Stanley D. Lindsey & Associates, Ltd. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Stanley D. Lindsey & Associates, Ltd. 401(k) Plan reported participants rose from 58 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620756509 · Stanley D. Lindsey & Associates, Ltd. PY 2023 · 401(k)

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan · $19M · 63 · 72nd

  • PART $19M
  • TYPE 63
  • NET 72nd
  • BOOK 401(k)
  • VS-ST near Met-Con Companies 401(k) Plan
  • BOY ind #14468

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan in the asset neighbourhood

Stanley D. Lindsey & Associates, Ltd. 401(k) PlanStanley D. Lindsey & Associa…$19MMet-Con Companies 401(k) Plan$19MGolub & Company, LLC 401(k) PlanGolub & Company, LLC 401(k) …$19MAdams Beverages 401(k)Plan$19MCharleston Gastro Specialists, P.a. Profit Sharing 401(k) PlanCharleston Gastro Specialist…$19M
End-of-year total assets ($M) among Stanley D. Lindsey & Associates, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Stanley D. Lindsey & Associates, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Stanley D. Lindsey & Associates, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 54.42117847554512% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.5M $22.4M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 58 $14M
2023 1 63 $19M
2024 1 62 $22M

Stanley D. Lindsey & Associates, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN620756509
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Stanley D. Lindsey & Associates, Ltd. 401(k) Plan, Total assets ($B): 0.018904883 · Participants: 63Stanley D. Lindsey & Associates, Ltd. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Stanley D. Lindsey & Associates, Ltd. 401(k) Plan side-by-side with 3 peers →

Stanley D. Lindsey & Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Met-Con Companies 401(k) Plan in MN ($19M); by covered participants it is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stanley D. Lindsey & Associates, Ltd. 401(k) Plan assets move in 2023? ▼
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan surged - up 30.5% during 2023, from $14M to $19M. Reported net income was $4M.
How have Stanley D. Lindsey & Associates, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stanley D. Lindsey & Associates, Ltd.'s sponsor-wide assets grew 54.4%, from $14M to $22M.
Which 401(k) plans are similar in size to Stanley D. Lindsey & Associates, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Met-Con Companies 401(k) Plan in MN ($19M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Stanley D. Lindsey & Associates, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Mcdevitt Companies Employee 401(k) Plan in NH (63 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620756509.

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.