401(k) · DOL Form 5500 · 2023
Lbmc, PC 401(k) Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 569
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $135,534
- Avg per participant Near avg balance/head
Official DOL plan name: Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan · Sponsored by Lbmc, PC · Tennessee · Professional & Technical Services
$77M in assets, 569 participants
Lbmc, PC's Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan reported $77M in total assets and 569 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.
- #18,420 in Professional & Technical Services (20,321 peers)
Where Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan sits by assets
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $77M for 569 participants (~$135,534/participant), up 13.5% in 2023.
- #18,420
- in Professional & Technical Services (20,321 peers)
- +13.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan's outsized position by total assets
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$77,118,589 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
Lattimore, Black, Morgan & Cain, P.C. 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. Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan sits mid-pack in the medium band (569 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan reported net income rose from $4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan reported participants rose from 480 in the plan year 2022 filing to 569 in the plan year 2023 filing.
- Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2022 filing to $77M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 621199757 · Lbmc, PC PY 2023 · 401(k)
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan · $77M · 569 · 89th
- PHOTO $77M
- IND 569
- EOY 89th
- 5500 401(k)
- ASSETS near Westmoreland Mining Employees' Savings Plan
- PCT ind #18420
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 Tennessee →
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $9M |
| Employer EIN | 621199757 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lbmc, PC)
Sponsor-wide plan assets over time
All Lbmc, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $86M 26.12332277161003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 480 | $68M |
| 2023 | 1 | 569 | $77M |
| 2024 | 1 | 609 | $86M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Westmoreland Mining Employees' Savings Plan in CO ($77M); by covered participants it is Searles Valley Minerals 401(k) Plan in KS (569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
- Westmoreland Mining Employees' Savings Plan (CO) $77M · 313
- The Middle River Aerostructure Systems Salaried Savings Plan (MD) $77M · 312
- Brooks Save Happy 401(k) Plan (WA) $77M · 804
- Kendall Hunt Retirement Plan (IA) $77M · 326
Similar participant headcount
Nearest other-state filings by covered participants (569 participants); asset peers above are excluded.
- Searles Valley Minerals 401(k) Plan (KS) 569 · 0 off
- Orasure Technologies, Inc. 401(k) Plan (PA) 569 · 0 off
- Aaa Washington 401(k) Savings Plan (WA) 569 · 0 off
- Lucas Oil Products, Inc. 401(k) Plan (IN) 569 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.