401(k) · DOL Form 5500 · 2023
Lightfoot, Franklin & White, LLC 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 83
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $882,538
- Avg per participant High balance/head
Official DOL plan name: Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan · Sponsored by Lightfoot, Franklin & White, LLC · Alabama · Professional & Technical Services
$73M in assets, 83 participants
Lightfoot, Franklin & White, LLC's Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan reported $73M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,333 in Professional & Technical Services (20,321 peers)
Where Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan sits by assets
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $73M for 83 participants (~$882,538/participant), up 20.4% in 2023.
- #18,333
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,250,615 Top 11% higher than 89% 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 & White, LLC 401(k) Profit Sharing 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 & White, LLC 401(k) Profit Sharing Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan reported participants rose from 82 in the plan year 2022 filing to 83 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 631015138 · Lightfoot, Franklin & White, LLC PY 2023 · 401(k)
Lightfoot, Franklin & White, LLC 401(k) Profit Sharing Plan · $73M · 83 · 89th
- EOY $73M
- 5500 83
- ASSETS 89th
- PCT 401(k)
- EIN near R.T. Vanderbilt Holding Company, Inc. 401(k) Plan
- RANK ind #18333
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 & White, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $12M |
| Employer EIN | 631015138 |
| Plan Effective Date | 1990-01-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lightfoot, Franklin & White, LLC)
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 |
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 & White, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is R.T. Vanderbilt Holding Company, Inc. 401(k) Plan in CT ($73M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Brightpearl 401(k) Plan (TX) 83 · 0 off
- Southern Tea, LLC New Jersey 401(k) Plan (GA) 83 · 0 off
- Ikon Group Pension Plan (PR) 83 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.