401(k) · DOL Form 5500 · 2023

Leon Farmer & Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
171
Participants Small participant base
63rd
Percentile by assets National rank
$71,029
Avg per participant Below avg balance/head
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Official DOL plan name: Leon Farmer & Company 401(k) Plan · Sponsored by Leon Farmer & Company · Georgia · Wholesale Trade

$12M in assets, 171 participants

Leon Farmer & Company's Leon Farmer & Company 401(k) Plan reported $12M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,518 in Wholesale Trade (6,309 peers)

Coverage in Georgia

Leon Farmer & Company 401(k) Plan covers 171 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#3,518
in Wholesale Trade (6,309 peers)
+9.1%
assets growth YoY

Leon Farmer & Company 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Leon Farmer & Company 401(k) Plan vs every filed plan by assets

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

$12,145,922 Top 37% higher than 63% 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

Leon Farmer & Company 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leon Farmer & Company 401(k) Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leon Farmer & Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Leon Farmer & Company 401(k) Plan reported participants rose from 156 in the plan year 2022 filing to 171 in the plan year 2023 filing.
  • Leon Farmer & Company 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580539752 · Leon Farmer & Company PY 2023 · 401(k)

Leon Farmer & Company 401(k) Plan · $12M · 171 · 63rd

  • BOOK $12M
  • VS-ST 171
  • BOY 63rd
  • SCH 401(k)
  • EBSA near Realty Trust Group, LLC 401(k) Profit Sharing Plan
  • PART ind #3518

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 Wholesale Trade retirement plans → · Plans in Georgia →

Leon Farmer & Company 401(k) Plan in the asset neighbourhood

Leon Farmer & Company 401(k) PlanLeon Farmer & Company 401(k)…$12MRealty Trust Group, LLC 401(k) Profit Sharing PlanRealty Trust Group, LLC 401(…$12MFlorida Community Health Centers , Inc. 401(k) PlanFlorida Community Health Cen…$12MBully Pulpit Interactive, LLC 401(k) PlanBully Pulpit Interactive, LL…$12MPersado, Inc. 401(k) Retirement Plan and TrustPersado, Inc. 401(k) Retirem…$12M
End-of-year total assets ($M) among Leon Farmer & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN580539752
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leon Farmer & Company)

Sponsor-wide plan assets over time

All Leon Farmer & Company plans reported in each filing year

Latest sponsor-wide plan assets
$13M 14.024869549080096% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M$13M 202220232024 $11.1M $12.7M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 156 $11M
2023 1 171 $12M
2024 1 157 $13M

Nearby 401(k) Plans in Georgia

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

Leon Farmer & Company 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Leon Farmer & Company 401(k) Plan, Total assets ($B): 0.012145922 · Participants: 171Leon Farmer & Company 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Leon Farmer & Company 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Leon Farmer & Company 401(k) Plan side-by-side with 3 peers →

Leon Farmer & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Realty Trust Group, LLC 401(k) Profit Sharing Plan in TN ($12M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Leon Farmer & Company 401(k) Plan assets move in 2023? ▼
Leon Farmer & Company 401(k) Plan grew at a solid clip - up 9.1% during 2023, from $11M to $12M. Reported net income was $1M.
How have Leon Farmer & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Leon Farmer & Company's sponsor-wide assets grew 14.0%, from $11M to $13M.
Which 401(k) plans are similar in size to Leon Farmer & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Realty Trust Group, LLC 401(k) Profit Sharing Plan in TN ($12M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Leon Farmer & Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 580539752.

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.