401(k) · DOL Form 5500 · 2023

Lightfoot, Franklin & White, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
24
Participants Small participant base
30th
Percentile by assets National rank
$80,080
Avg per participant Below avg balance/head
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Official DOL plan name: Lightfoot, Franklin, and White, LLC Associates' Match Plan · Sponsored by Lightfoot, Franklin & White, LLC · Alabama · Professional & Technical Services

$2M in assets, 24 participants

Lightfoot, Franklin & White, LLC's Lightfoot, Franklin, and White, LLC Associates' Match Plan reported $2M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,243 in Professional & Technical Services (20,321 peers)

Lightfoot, Franklin & White, LLC multi-year trail

Lightfoot, Franklin & White, LLC's plans moved +20.6% in assets from 2022 to 2023; this filing shows Lightfoot, Franklin, and White, LLC Associates' Match Plan at $2M / 24 participants.

#5,243
in Professional & Technical Services (20,321 peers)
+30.1%
assets growth YoY

Lightfoot, Franklin, and White, LLC Associates' Match Plan among the smaller filed plans by assets

Lightfoot, Franklin, and White, LLC Associates' Match Plan vs every filed plan by assets

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

$1,921,919 30th percentile higher than 30% 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

Lightfoot, Franklin, and White, LLC Associates' Match 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. Lightfoot, Franklin, and White, LLC Associates' Match Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lightfoot, Franklin, and White, LLC Associates' Match Plan reported net income rose from -$372K in the plan year 2022 filing to $673K in the plan year 2023 filing.
  • Lightfoot, Franklin, and White, LLC Associates' Match Plan reported participants fell from 36 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Lightfoot, Franklin, and White, LLC Associates' Match Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 631015138 · Lightfoot, Franklin & White, LLC PY 2023 · 401(k)

Lightfoot, Franklin, and White, LLC Associates' Match Plan · $2M · 24 · 30th

  • EBSA $2M
  • PART 24
  • TYPE 30th
  • NET 401(k)
  • BOOK near Mirac, LLC Retirement Plan
  • VS-ST ind #5243

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 Alabama →

Lightfoot, Franklin, and White, LLC Associates' Match Plan in the asset neighbourhood

Lightfoot, Franklin, and White, LLC Associates' Match PlanLightfoot, Franklin, and Whi…$2MMirac, LLC Retirement Plan$2MMichael J. Mcinerney Profit Sharing PlanMichael J. Mcinerney Profit …$2MC.a.P.S. Savings Plan$2MDe Amicis Hospitality Group, Inc. 401(k) PlanDe Amicis Hospitality Group,…$2M
End-of-year total assets ($M) among Lightfoot, Franklin, and White, LLC Associates' Match Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lightfoot, Franklin & White, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lightfoot, Franklin & White, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 20.59123357753799% vs 2022
2023 filing year
$60M$65M$70M$75M$80M 20222023 $62.3M $75.2M ▲ +20.6%
Year Plans Participants Total Assets
2022 2 118 $62M
2023 2 107 $75M

Lightfoot, Franklin & White, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$673K
Employer EIN631015138
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Lightfoot, Franklin, and White, LLC Associates' Match Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Lightfoot, Franklin, and White, LLC Associates' Match Plan, Total assets ($B): 0.001921919 · Participants: 24Lightfoot, Franklin, and White, LLC Associates' Match PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lightfoot, Franklin, and White, LLC Associates' Match Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Lightfoot, Franklin, and White, LLC Associates' Match Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Mirac, LLC Retirement Plan in OH ($2M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Lightfoot, Franklin, and White, LLC Associates' Match Plan assets move in 2023?
Lightfoot, Franklin, and White, LLC Associates' Match Plan surged - up 30.1% during 2023, from $1M to $2M. Reported net income was $673K.
How have Lightfoot, Franklin & White, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Lightfoot, Franklin & White, LLC's sponsor-wide assets grew 20.6%, from $62M to $75M.
Which 401(k) plans are similar in size to Lightfoot, Franklin, and White, LLC Associates' Match Plan?
Among 401(k) plans in other states, the closest by assets is Mirac, LLC Retirement Plan in OH ($2M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Lightfoot, Franklin, and White, LLC Associates' Match Plan?
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K in assets).