401(k) · DOL Form 5500 · 2023
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $259,763
- Avg per participant Above avg balance/head
Official DOL plan name: Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan · Sponsored by Lloyd, Gray, Whitehead & Monroe, P.C. · Alabama · Professional & Technical Services
$15M in assets, 58 participants
Lloyd, Gray, Whitehead & Monroe, P.C.'s Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported $15M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,540 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan holds $15M for 58 participants - about $259,763 per participant, above the median plan by assets.
- #13,540
- in Professional & Technical Services (20,321 peers)
- +1.7%
- assets growth YoY
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,066,277 Top 33% higher than 67% 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
Lloyd, Gray, Whitehead & Monroe, P.C. 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. Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $226K in the plan year 2023 filing.
- Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported participants rose from 54 in the plan year 2022 filing to 58 in the plan year 2023 filing.
- Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $15M in the plan year 2023 filing.
DOL schedule card
Filing strip 631007931 · Lloyd, Gray, Whitehead & Monroe, P.C. PY 2023 · 401(k)
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan · $15M · 58 · 67th
- VS-ST $15M
- VS-ST 58
- VS-ST 67th
- VS-ST 401(k)
- VS-ST near Java Productions 401(k) Profit Sharing Plan and Trust
- VS-ST ind #13540
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 →
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $226K |
| Employer EIN | 631007931 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lloyd, Gray, Whitehead & Monroe, P.C.)
Sponsor-wide plan assets over time
All Lloyd, Gray, Whitehead & Monroe, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 6.003033620182411% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 54 | $15M |
| 2023 | 1 | 58 | $15M |
| 2024 | 1 | 61 | $16M |
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
Lloyd, Gray, Whitehead & Monroe, P.C. 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 Java Productions 401(k) Profit Sharing Plan and Trust in VA ($15M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Java Productions 401(k) Profit Sharing Plan and Trust (VA) $15M · 125
- Pierre Enterprises, Inc. 401(k) Plan (WA) $15M · 325
- Hearsay Social, Inc 401(k) Plan (CA) $15M · 190
- Hunter, Keith Retirement & Savings Plan (MN) $15M · 109
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Sri Technologies, Inc. Retirement Savings Plan (IL) 58 · 0 off
- Group M Puerto Rico, Inc. Retirement Savings Plan (PR) 58 · 0 off
- Esb Financial 401(k) Plan (KS) 58 · 0 off
- Dci/Shires, Inc. 401(k) Plan (WV) 58 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.