401(k) · DOL Form 5500 · 2023

Lumsden & Mccormick, LLP 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
124
Participants Small participant base
86th
Percentile by assets National rank
$411,949
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lumsden & Mccormick, LLP 401(k) Plan · Sponsored by Lumsden & Mccormick, LLP · New York · Professional & Technical Services

$51M in assets, 124 participants

Lumsden & Mccormick, LLP's Lumsden & Mccormick, LLP 401(k) Plan reported $51M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,645 in Professional & Technical Services (20,321 peers)

Coverage in New York

Lumsden & Mccormick, LLP 401(k) Plan covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $51M.

#17,645
in Professional & Technical Services (20,321 peers)
+25.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lumsden & Mccormick, LLP 401(k) Plan's outsized position by total assets

Lumsden & Mccormick, LLP 401(k) Plan vs every filed plan by assets

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

$51,081,655 Top 14% higher than 86% 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

Lumsden & Mccormick, LLP 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. Lumsden & Mccormick, LLP 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lumsden & Mccormick, LLP 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Lumsden & Mccormick, LLP 401(k) Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Lumsden & Mccormick, LLP 401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 160765486 · Lumsden & Mccormick, LLP PY 2023 · 401(k)

Lumsden & Mccormick, LLP 401(k) Plan · $51M · 124 · 86th

  • SCH $51M
  • SCH 124
  • SCH 86th
  • SCH 401(k)
  • SCH near Geisinger Medical Management Corporation 401(k) Safe Harbor Plan
  • SCH ind #17645

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 New York →

Lumsden & Mccormick, LLP 401(k) Plan in the asset neighbourhood

Plant/Allison Corporation Profit Sharing 401(k) PlanPlant/Allison Corporation Pr…$51MLumsden & Mccormick, LLP 401(k) PlanLumsden & Mccormick, LLP 401…$51MGeisinger Medical Management Corporation 401(k) Safe Harbor PlanGeisinger Medical Management…$51MSierra Pacific Orthopaedic Center Medical Group, Inc. 401(k) Profit Sharing PlanSierra Pacific Orthopaedic C…$51MCsi Compressco Gp, LLC 401(k) PlanCsi Compressco Gp, LLC 401(k…$51M
End-of-year total assets ($M) among Lumsden & Mccormick, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$51M
Net Income$10M
Employer EIN160765486
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumsden & Mccormick, LLP)

Sponsor-wide plan assets over time

All Lumsden & Mccormick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$56M 36.93878372544296% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.6M $55.6M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 117 $41M
2023 1 124 $51M
2024 1 122 $56M

Nearby 401(k) Plans in New York

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

Lumsden & Mccormick, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lumsden & Mccormick, LLP 401(k) Plan, Total assets ($B): 0.051081655 · Participants: 124Lumsden & Mccormick, LLP 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Lumsden & Mccormick, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lumsden & Mccormick, LLP 401(k) Plan side-by-side with 3 peers →

Lumsden & Mccormick, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Geisinger Medical Management Corporation 401(k) Safe Harbor Plan in PA ($51M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Lumsden & Mccormick, LLP 401(k) Plan assets move in 2023? ▼
Lumsden & Mccormick, LLP 401(k) Plan grew sharply - up 25.8% during 2023, from $41M to $51M. Reported net income was $10M.
How have Lumsden & Mccormick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumsden & Mccormick, LLP's sponsor-wide assets grew 36.9%, from $41M to $56M.
Where does Lumsden & Mccormick, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Lumsden & Mccormick, LLP 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lumsden & Mccormick, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geisinger Medical Management Corporation 401(k) Safe Harbor Plan in PA ($51M, 322 participants).
Which 401(k) plans cover a similar participant headcount to Lumsden & Mccormick, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 160765486.

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.