Profit Sharing · DOL Form 5500 · 2023
J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company Profit Sharing Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 363
- Participants Below avg headcount
Official DOL plan name: J. Smith Lanier & Co. Profit Sharing Plan · Sponsored by J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company · Georgia · Finance & Insurance
N/A in assets, 363 participants
J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company's J. Smith Lanier & Co. Profit Sharing Plan reported N/A in total assets and 363 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Georgia
J. Smith Lanier & Co. Profit Sharing Plan covers 363 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: N/A.
- -$80M
- reported net income
The plan reported a net loss of $80M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
J. Smith Lanier & Co. Profit Sharing 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. J. Smith Lanier & Co. Profit Sharing Plan sits mid-pack in the medium band (363 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- J. Smith Lanier & Co. Profit Sharing Plan reported net income fell from -$22M in the plan year 2022 filing to -$80M in the plan year 2023 filing.
- J. Smith Lanier & Co. Profit Sharing Plan reported participants fell from 411 in the plan year 2022 filing to 363 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 263237576 · J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company PY 2023 · Profit Sharing
J. Smith Lanier & Co. Profit Sharing Plan · N/A · 363
- RANK N/A
- RANK 363
- RANK PY 2023
- RANK Profit Sharing
- RANK near 403(b) Thrift Plan of Youngstown Area Jewish Federation
- RANK -$80M
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 Finance & Insurance retirement plans → · Plans in Georgia →
Georgia filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$80M |
| Employer EIN | 263237576 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company)
Sponsor-wide plan assets over time
All J. Smith Lanier & Co., a Marsh & Mclennan Agency, LLC Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 411 | $80M |
| 2023 | 1 | 363 | N/A |
Nearby Profit Sharing Plans in Georgia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Emory University Retirement Plan $4.9B · 18,725
- Emory Healthcare, Inc. Retirement Savings and Matching Plan $2.4B · 20,830
- The Emory Clinic, Inc. Retirement Savings Plan $875M · 2,588
- Childrens Healthcare of Atlanta Growth Plan $344M · 12,194
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan $181M · 2,508
J. Smith Lanier & Co. Profit Sharing Plan's closest out-of-state Profit Sharing peers by headcount
Outside Georgia, the nearest Profit Sharing by covered participants is 403(b) Thrift Plan of Youngstown Area Jewish Federation in OH (364 participants; this filing: 363 participants).
Similar participant headcount
Nearest other-state filings by covered participants (363 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.