401(k) · DOL Form 5500 · 2024
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $360,750
- Avg per participant High balance/head
Official DOL plan name: Stanley D. Lindsey & Associates, Ltd. 401(k) Plan · Sponsored by Stanley D. Lindsey & Associates, Ltd. · Tennessee · Professional & Technical Services
$22M in assets, 62 participants
Stanley D. Lindsey & Associates, Ltd.'s Stanley D. Lindsey & Associates, Ltd. 401(k) Plan reported $22M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,500 in Professional & Technical Services (20,173 peers)
Stanley D. Lindsey & Associates, Ltd. multi-year trail
Stanley D. Lindsey & Associates, Ltd.'s plans moved +54.4% in assets from 2022 to 2024; this filing shows Stanley D. Lindsey & Associates, Ltd. 401(k) Plan at $22M / 62 participants.
- #14,500
- in Professional & Technical Services (20,173 peers)
- +18.3%
- assets growth YoY
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan's outsized position by total assets
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,366,521 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stanley D. Lindsey & Associates, Ltd. 401(k) Plan is a small filing (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stanley D. Lindsey & Associates, Ltd. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Stanley D. Lindsey & Associates, Ltd. 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Stanley D. Lindsey & Associates, Ltd. 401(k) Plan reported participants fell from 63 in the plan year 2023 filing to 62 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 620756509 · Stanley D. Lindsey & Associates, Ltd. PY 2024 · 401(k)
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan · $22M · 62 · 72nd
- 5500 $22M
- 5500 62
- 5500 72nd
- 5500 401(k)
- 5500 near Cornerstone Wauseon 401(k) Plan
- 5500 ind #14500
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 Tennessee →
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan in the asset neighbourhood
Stanley D. Lindsey & Associates, Ltd. multi-year asset trail
Sponsor-wide plan assets over time
All Stanley D. Lindsey & Associates, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 54.42117847554512% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $14M |
| 2023 | 1 | 63 | $19M |
| 2024 | 1 | 62 | $22M |
Stanley D. Lindsey & Associates, Ltd. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 620756509 |
| Plan Effective Date | 1996-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Stanley D. Lindsey & Associates, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Cornerstone Wauseon 401(k) Plan in OH ($22M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Cornerstone Wauseon 401(k) Plan (OH) $22M · 191
- Four Roses Distillery LLC Savings Plan (KY) $22M · 143
- Visiting Nurse Health System, Inc. 403(b) Plan (GA) $22M · 434
- Mission Critical Group 401(k) Plan (CA) $22M · 198
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Socal Auto & Truck Parts, Inc. 401(k) Plan (CA) 62 · 0 off
- Sloss Eckhouse Law Co LLP Profit Sharing Plan (NY) 62 · 0 off
- Vertek Corporation 401(k) Savings Plan (VT) 62 · 0 off
- Towsleys, Inc. 401(k) Profit Sharing Plan (WI) 62 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.