401(k) · DOL Form 5500 · 2023
J.F. Lehman & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 48
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $697,400
- Avg per participant High balance/head
Official DOL plan name: J.F. Lehman & Company, LLC Savings Plan · Sponsored by J.F. Lehman & Company, LLC · Virginia · Finance & Insurance
$33M in assets, 48 participants
J.F. Lehman & Company, LLC's J.F. Lehman & Company, LLC Savings Plan reported $33M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #6,254 in Finance & Insurance (8,869 peers)
Where J.F. Lehman & Company, LLC Savings Plan sits by assets
J.F. Lehman & Company, LLC Savings Plan sits in the top quartile of all filed plans by assets, $33M for 48 participants (~$697,400/participant), up 34.8% in 2023.
- #6,254
- in Finance & Insurance (8,869 peers)
- +34.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
J.F. Lehman & Company, LLC Savings Plan's outsized position by total assets
J.F. Lehman & Company, LLC Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,475,188 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
J.F. Lehman & Company, LLC Savings 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. J.F. Lehman & Company, LLC Savings Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J.F. Lehman & Company, LLC Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- J.F. Lehman & Company, LLC Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- J.F. Lehman & Company, LLC Savings Plan reported participants rose from 36 in the plan year 2022 filing to 48 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 815378532 · J.F. Lehman & Company, LLC PY 2023 · 401(k)
J.F. Lehman & Company, LLC Savings Plan · $33M · 48 · 81st
- EIN $33M
- RANK 48
- PHOTO 81st
- IND 401(k)
- EOY near Financial Partners Credit Union Employees' 401(k) Savings Plan
- 5500 ind #6254
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 Virginia →
J.F. Lehman & Company, LLC Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $9M |
| Employer EIN | 815378532 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J.F. Lehman & Company, LLC)
Sponsor-wide plan assets over time
All J.F. Lehman & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 56.94289203458428% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $25M |
| 2023 | 1 | 48 | $33M |
| 2024 | 1 | 48 | $39M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
J.F. Lehman & Company, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Financial Partners Credit Union Employees' 401(k) Savings Plan in CA ($33M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Financial Partners Credit Union Employees' 401(k) Savings Plan (CA) $33M · 309
- Wellthbuilder Pooled Employer Plan (OR) $33M · 845
- Geiger Group 401(k) Plan (ME) $33M · 392
- Edsa Employee Savings and Profit Sharing Plan (FL) $33M · 140
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.