Other · DOL Form 5500 · 2023

Leadingham Rodgers, LLC Retirement Plan

Data updated 2026-08-25

$316K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$105,490
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leadingham Rodgers, LLC Retirement Plan · Sponsored by Leadingham Rodgers, LLC · Alabama · Professional & Technical Services

$316K in assets, 3 participants

Leadingham Rodgers, LLC's Leadingham Rodgers, LLC Retirement Plan reported $316K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #2,196 in Professional & Technical Services (20,321 peers)

Leadingham Rodgers, LLC multi-year trail

Leadingham Rodgers, LLC's plans moved +21.3% in assets from 2022 to 2023; this filing shows Leadingham Rodgers, LLC Retirement Plan at $316K / 3 participants.

#2,196
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY

Leadingham Rodgers, LLC Retirement Plan among the smaller filed plans by assets

Leadingham Rodgers, LLC Retirement Plan vs every filed plan by assets

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

$316,470 14th percentile higher than 14% 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

Leadingham Rodgers, LLC Retirement 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. Leadingham Rodgers, LLC Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Leadingham Rodgers, LLC Retirement Plan reported net income rose from -$135K in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Leadingham Rodgers, LLC Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Leadingham Rodgers, LLC Retirement Plan end-of-year assets rose from $261K in the plan year 2022 filing to $316K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263850881 · Leadingham Rodgers, LLC PY 2023 · Other

Leadingham Rodgers, LLC Retirement Plan · $316K · 3 · 14th

  • BOY $316K
  • BOY 3
  • BOY 14th
  • BOY Other
  • BOY near Anson County Partnership for Children 403(b) Plan
  • BOY ind #2196

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 →

Leadingham Rodgers, LLC Retirement Plan in the asset neighbourhood

Leadingham Rodgers, LLC Retirement PlanLeadingham Rodgers, LLC Reti…$316KAnson County Partnership for Children 403(b) PlanAnson County Partnership for…$315KJames a. Mcpeake Profit Sharing PlanJames a. Mcpeake Profit Shar…$314KPeople Acting Together in Howard 403(b)People Acting Together in Ho…$314KBennington Free Library Tiaa-Cref Retirement PlanBennington Free Library Tiaa…$312K
End-of-year total assets ($M) among Leadingham Rodgers, LLC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Leadingham Rodgers, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Leadingham Rodgers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$316K 21.313297811170315% vs 2022
2023 filing year
$0.24M$0.26M$0.28M$0.3M$0.32M$0.34M 20222023 $0.26M $0.32M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 5 $261K
2023 1 3 $316K

Leadingham Rodgers, LLC filing trail (2023)

Total Assets (Beginning of Year)$261K
Net Assets (End of Year)$316K
Net Income$56K
Employer EIN263850881
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

Leadingham Rodgers, LLC Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Leadingham Rodgers, LLC Retirement Plan, Total assets ($B): 0.00031647 · Participants: 3Leadingham Rodgers, LLC Retirement PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Leadingham Rodgers, LLC Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Leadingham Rodgers, LLC Retirement Plan side-by-side with 3 peers →

Leadingham Rodgers, LLC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Anson County Partnership for Children 403(b) Plan in NC ($315K); by covered participants it is Rkak Realty & Property Management Inc 401(k) Plan in ND (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Leadingham Rodgers, LLC Retirement Plan assets move in 2023? ▼
Leadingham Rodgers, LLC Retirement Plan grew sharply - up 21.3% during 2023, from $261K to $316K. Reported net income was $56K.
How have Leadingham Rodgers, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Leadingham Rodgers, LLC's sponsor-wide assets grew 21.3%, from $261K to $316K.
Where does Leadingham Rodgers, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Leadingham Rodgers, LLC Retirement Plan ranks in the 14th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Leadingham Rodgers, LLC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Anson County Partnership for Children 403(b) Plan in NC ($315K, 5 participants).
Which Other plans cover a similar participant headcount to Leadingham Rodgers, LLC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rkak Realty & Property Management Inc 401(k) Plan in ND (3 participants, N/A 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 263850881.

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.