Profit Sharing · DOL Form 5500 · 2023

Lee, Livingston, Lee, Nichols & Barron, P.C. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
38th
Percentile by assets National rank
$430,624
Avg per participant High balance/head
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Official DOL plan name: Lee, Livingston, Lee, Nichols & Barron P.C. Psp · Sponsored by Lee, Livingston, Lee, Nichols & Barron, P.C. · Alabama · Professional & Technical Services

$3M in assets, 8 participants

Lee, Livingston, Lee, Nichols & Barron, P.C.'s Lee, Livingston, Lee, Nichols & Barron P.C. Psp reported $3M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,080 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Lee, Livingston, Lee, Nichols & Barron P.C. Psp holds $3M for 8 participants - about $430,624 per participant, in the lower half of filed plans by assets.

#7,080
in Professional & Technical Services (20,321 peers)
+5.2%
assets growth YoY

Lee, Livingston, Lee, Nichols & Barron P.C. Psp's mid-pack asset rank among Professional & Technical Services and all filers

Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs every filed plan by assets

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

$3,444,994 38th percentile higher than 38% 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

Lee, Livingston, Lee, Nichols & Barron P.C. Psp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee, Livingston, Lee, Nichols & Barron P.C. Psp is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee, Livingston, Lee, Nichols & Barron P.C. Psp reported net income rose from -$277K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • Lee, Livingston, Lee, Nichols & Barron P.C. Psp end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 631263691 · Lee, Livingston, Lee, Nichols & Barron, P.C. PY 2023 · Profit Sharing

Lee, Livingston, Lee, Nichols & Barron P.C. Psp · $3M · 8 · 38th

  • BOOK $3M
  • BOOK 8
  • BOOK 38th
  • BOOK Profit Sharing
  • BOOK near Bruce B Zappan Dpm PC Profit Sharing Plan and Tr
  • BOOK ind #7080

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 →

Lee, Livingston, Lee, Nichols & Barron P.C. Psp in the asset neighbourhood

Gilbert Wadina Ltd Profit Sharing Plan and TrustGilbert Wadina Ltd Profit Sh…$3MMason Insurance Agency, Inc. Profit Sharing PlanMason Insurance Agency, Inc.…$3MFrancine Piatt Miller Dds Profit Sharing PlanFrancine Piatt Miller Dds Pr…$3MLee, Livingston, Lee, Nichols & Barron P.C. PspLee, Livingston, Lee, Nichol…$3MBruce B Zappan Dpm PC Profit Sharing Plan and TrBruce B Zappan Dpm PC Profit…$3M
End-of-year total assets ($M) among Lee, Livingston, Lee, Nichols & Barron P.C. Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$172K
Employer EIN631263691
Plan Effective Date1974-02-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Lee, Livingston, Lee, Nichols & Barron, P.C.)

Sponsor-wide plan assets over time

All Lee, Livingston, Lee, Nichols & Barron, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.669206362396047% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M 202220232024 $3.27M $3.06M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $3M
2024 1 7 $3M

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Lee, Livingston, Lee, Nichols & Barron P.C. Psp, Total assets ($M): 3.444994 · Participants: 8Lee, Livingston, Lee, Nichols & Barron P.C. PspThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Lee, Livingston, Lee, Nichols & Barron P.C. Psp side-by-side with 3 peers →

Lee, Livingston, Lee, Nichols & Barron P.C. Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Bruce B Zappan Dpm PC Profit Sharing Plan and Tr in NJ ($3M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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.

Frequently Asked Questions

How did Lee, Livingston, Lee, Nichols & Barron P.C. Psp assets move in 2023? ▼
Lee, Livingston, Lee, Nichols & Barron P.C. Psp grew at a solid clip - up 5.2% during 2023, from $3M to $3M. Reported net income was $172K.
How have Lee, Livingston, Lee, Nichols & Barron, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee, Livingston, Lee, Nichols & Barron, P.C.'s sponsor-wide assets declined 6.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Lee, Livingston, Lee, Nichols & Barron P.C. Psp? ▼
Among Profit Sharing plans in other states, the closest by assets is Bruce B Zappan Dpm PC Profit Sharing Plan and Tr in NJ ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Lee, Livingston, Lee, Nichols & Barron P.C. Psp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 631263691.

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.