401(k) · DOL Form 5500 · 2023
Adams, Gilmore & Lynch, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $451,353
- Avg per participant High balance/head
Official DOL plan name: Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan · Sponsored by Adams, Gilmore & Lynch, Inc. · Alabama · Professional & Technical Services
$3M in assets, 7 participants
Adams, Gilmore & Lynch, Inc.'s Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,774 in Professional & Technical Services (20,321 peers)
2023 asset change
Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan declined sharply 19.5% in 2023 ($4M → $3M) for 7 participants.
- #6,774
- in Professional & Technical Services (20,321 peers)
- -19.5%
- assets change YoY
The plan reported a net loss of $763K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,159,470 36th percentile higher than 36% 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
Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing 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. Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan reported net income fell from -$607K in the plan year 2022 filing to -$763K in the plan year 2023 filing.
- Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630996571 · Adams, Gilmore & Lynch, Inc. PY 2023 · 401(k)
Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan · $3M · 7 · 36th
- BOOK $3M
- VS-ST 7
- BOY 36th
- SCH 401(k)
- EBSA near Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan
- PART ind #6774
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 →
Adams, Gilmore & Lynch, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Adams, Gilmore & Lynch, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Adams, Gilmore & Lynch, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 7 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$763K |
| Employer EIN | 630996571 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
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
Adams, Gilmore & Lynch, Inc. 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 Ely, Dubos & Stewart, D.D.S., Inc. 401(k) Plan in OH ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.