401(k) · DOL Form 5500 · 2023

Lackie Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
1
Participants Small participant base
77th
Percentile by assets National rank
$25.4M
Avg per participant High balance/head
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Official DOL plan name: James D. Lackie Retirement Plan · Sponsored by Lackie Trading, Inc. · Tennessee · Finance & Insurance

$25M in assets, 1 participants

Lackie Trading, Inc.'s James D. Lackie Retirement Plan reported $25M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,719 in Finance & Insurance (8,869 peers)

Where James D. Lackie Retirement Plan sits by assets

James D. Lackie Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 1 participant (~$25.4M/participant), down 11.2% in 2023.

#5,719
in Finance & Insurance (8,869 peers)
-11.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

James D. Lackie Retirement Plan's outsized position by total assets

James D. Lackie Retirement Plan vs every filed plan by assets

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

$25,355,907 Top 23% higher than 77% 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

James D. Lackie Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James D. Lackie Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • James D. Lackie Retirement Plan reported net income fell from $1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • James D. Lackie Retirement Plan end-of-year assets fell from $29M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621478098 · Lackie Trading, Inc. PY 2023 · 401(k)

James D. Lackie Retirement Plan · $25M · 1 · 77th

  • EBSA $25M
  • EBSA 1
  • EBSA 77th
  • EBSA 401(k)
  • EBSA near Sbera 401(k) Plan as Adopted by Hingham Institution for Savings
  • EBSA ind #5719

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 Tennessee →

James D. Lackie Retirement Plan in the asset neighbourhood

James D. Lackie Retirement PlanJames D. Lackie Retirement P…$25MSbera 401(k) Plan as Adopted by Hingham Institution for SavingsSbera 401(k) Plan as Adopted…$25MThe Hap 401(k) Plan$25MRinker Design 401(k) Plan$25MMadden Contracting 401(k) PlanMadden Contracting 401(k) Pl…$25M
End-of-year total assets ($M) among James D. Lackie Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN621478098
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lackie Trading, Inc.)

Sponsor-wide plan assets over time

All Lackie Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $28.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $29M
2023 1 1 $25M
2024 1 N/A N/A

Nearby 401(k) Plans in Tennessee

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

James D. Lackie Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants James D. Lackie Retirement Plan, Total assets ($B): 0.025355907 · Participants: 1James D. Lackie Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
James D. Lackie Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare James D. Lackie Retirement Plan side-by-side with 3 peers →

James D. Lackie Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Hingham Institution for Savings in MA ($25M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 James D. Lackie Retirement Plan assets move in 2023? ▼
James D. Lackie Retirement Plan pulled back noticeably - down 11.2% during 2023, from $29M to $25M. Reported net income was -$3M.
Where does James D. Lackie Retirement Plan rank by assets among Form 5500 filers? ▼
James D. Lackie Retirement Plan ranks in the 77th 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 James D. Lackie Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Hingham Institution for Savings in MA ($25M, 94 participants).
Which 401(k) plans cover a similar participant headcount to James D. Lackie Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 621478098.

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.