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
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
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.
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 & 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
| 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 EIN | 631015138 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
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).
- Mirac, LLC Retirement Plan (OH) $2M · 129
- Michael J. Mcinerney Profit Sharing Plan (TX) $2M · 2
- C.a.P.S. Savings Plan (PA) $2M · 151
- De Amicis Hospitality Group, Inc. 401(k) Plan (NJ) $2M · 10
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
- Glass Tech of Oregon, Inc. Profit Sharing Plan (OR) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.