401(k) · DOL Form 5500 · 2023

L&m Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
210
Participants Below avg headcount
85th
Percentile by assets National rank
$216,983
Avg per participant Above avg balance/head
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Official DOL plan name: L&m Family of Companies 401(k) and Profit Sharing Plan · Sponsored by L&m Companies, Inc. · North Carolina · Wholesale Trade

$46M in assets, 210 participants

L&m Companies, Inc.'s L&m Family of Companies 401(k) and Profit Sharing Plan reported $46M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,402 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

L&m Family of Companies 401(k) and Profit Sharing Plan covers 210 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $46M.

#5,402
in Wholesale Trade (6,309 peers)
+16.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

L&m Family of Companies 401(k) and Profit Sharing Plan's outsized position by total assets

L&m Family of Companies 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$45,566,338 Top 15% higher than 85% 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

L&m Family of Companies 401(k) and 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. L&m Family of Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L&m Family of Companies 401(k) and Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • L&m Family of Companies 401(k) and Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • L&m Family of Companies 401(k) and Profit Sharing Plan reported participants fell from 228 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560811549 · L&m Companies, Inc. PY 2023 · 401(k)

L&m Family of Companies 401(k) and Profit Sharing Plan · $46M · 210 · 85th

  • VS-ST $46M
  • BOY 210
  • SCH 85th
  • EBSA 401(k)
  • PART near The National Football League Capital Accumulation Plan
  • TYPE ind #5402

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 Wholesale Trade retirement plans → · Plans in North Carolina →

L&m Family of Companies 401(k) and Profit Sharing Plan in the asset neighbourhood

L&m Family of Companies 401(k) and Profit Sharing PlanL&m Family of Companies 401(…$46MThe National Football League Capital Accumulation PlanThe National Football League…$46MMontaplast of North America Inc 401(k) PlanMontaplast of North America …$46MTemenos USA Inc.$46MPurvis 401(k) Plan$46M
End-of-year total assets ($M) among L&m Family of Companies 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$46M
Net Income$6M
Employer EIN560811549
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L&m Companies, Inc.)

Sponsor-wide plan assets over time

All L&m Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 28.750430652376224% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $50.3M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 228 $39M
2023 1 210 $46M
2024 1 207 $50M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

L&m Family of Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants L&m Family of Companies 401(k) and Profit Sharing Plan, Total assets ($B): 0.045566338 · Participants: 210L&m Family of Companies 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
L&m Family of Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare L&m Family of Companies 401(k) and Profit Sharing Plan side-by-side with 3 peers →

L&m Family of Companies 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The National Football League Capital Accumulation Plan in CA ($46M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 L&m Family of Companies 401(k) and Profit Sharing Plan assets move in 2023? ▼
L&m Family of Companies 401(k) and Profit Sharing Plan grew sharply - up 16.6% during 2023, from $39M to $46M. Reported net income was $6M.
How have L&m Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L&m Companies, Inc.'s sponsor-wide assets grew 28.8%, from $39M to $50M.
Where does L&m Family of Companies 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
L&m Family of Companies 401(k) and Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to L&m Family of Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Football League Capital Accumulation Plan in CA ($46M, 252 participants).
Which 401(k) plans cover a similar participant headcount to L&m Family of Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 560811549.

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.