401(k) · DOL Form 5500 · 2023

John C. Heath, Attorney at Law, PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 213
Participants Below avg headcount: 37th
Percentile by assets National rank: $15,587
Avg per participant Low balance/head

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Official DOL plan name: Lexington Law Firm 401(k) Plan · Sponsored by John C. Heath, Attorney at Law, PLLC · Utah · Administrative & Support Services

$3M in assets, 213 participants

John C. Heath, Attorney at Law, PLLC's Lexington Law Firm 401(k) Plan reported $3M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#2,648 in Administrative & Support Services (4,372 peers)

Coverage in Utah

Lexington Law Firm 401(k) Plan covers 213 participants in Utah, about 36% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#2,648
in Administrative & Support Services (4,372 peers): +0.8%
assets growth YoY

Lexington Law Firm 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Lexington Law Firm 401(k) Plan vs every filed plan by assets

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

$3,320,021 37th percentile higher than 37% 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

Lexington Law Firm 401(k) 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. Lexington Law Firm 401(k) Plan sits mid-pack in the medium band (213 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lexington Law Firm 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $26K in the plan year 2023 filing.
Lexington Law Firm 401(k) Plan reported participants fell from 578 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 342038362 · John C. Heath, Attorney at Law, PLLC PY 2023 · 401(k)

Lexington Law Firm 401(k) Plan · $3M · 213 · 37th

EBSA $3M
EBSA 213
EBSA 37th
EBSA 401(k)
EBSA near Mansfield & Robbins Plumbing 401(k) Plan
EBSA ind #2648

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 Administrative & Support Services retirement plans → · Plans in Utah →

End-of-year total assets ($M) among Lexington Law Firm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$26K
Employer EIN	342038362
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (John C. Heath, Attorney at Law, PLLC)

Latest sponsor-wide plan assets: $3M 0.7757865242377893% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	578	$3M
2023	1	213	$3M

Nearby 401(k) Plans in Utah

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

Lexington Law Firm 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Lexington Law Firm 401(k) Plan side-by-side with 3 peers →

Lexington Law Firm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Mansfield & Robbins Plumbing 401(k) Plan in MA ($3M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Mansfield & Robbins Plumbing 401(k) Plan (MA) $3M · 10
Cornerstone Systems Nw 401(k) Plan (WV) $3M · 22
Beaton, Inc. 401(k) Plan (IA) $3M · 180
Preferred Care of New Jersey 401(k) Plan (NJ) $3M · 1,316

Similar participant headcount

Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.

Bnccorp, Inc. 401(k) Savings Plan (ND) 213 · 0 off
Hyphen Solutions Retirement Plan (TX) 213 · 0 off
Cherry Hill Company/Lrc 401(k) Plan (NE) 213 · 0 off
J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 213 · 0 off

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 Lexington Law Firm 401(k) Plan assets move in 2023? ▼

Lexington Law Firm 401(k) Plan held essentially flat - up 0.8% during 2023, from $3M to $3M. Reported net income was $26K.

How have John C. Heath, Attorney at Law, PLLC plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), John C. Heath, Attorney at Law, PLLC's sponsor-wide assets grew 0.8%, from $3M to $3M.

Which 401(k) plans are similar in size to Lexington Law Firm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mansfield & Robbins Plumbing 401(k) Plan in MA ($3M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Lexington Law Firm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 342038362.