401(k) · DOL Form 5500 · 2024

Lellyett & Rogers Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
40
Participants Small participant base
43rd
Percentile by assets National rank
$129,889
Avg per participant Near avg balance/head
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Official DOL plan name: Lellyett & Rogers Company Profit Sharing and 401(k) Plan · Sponsored by Lellyett & Rogers Company · Tennessee · Manufacturing

$5M in assets, 40 participants

Lellyett & Rogers Company's Lellyett & Rogers Company Profit Sharing and 401(k) Plan reported $5M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,584 in Manufacturing (17,777 peers)

Lellyett & Rogers Company multi-year trail

Lellyett & Rogers Company's plans moved +38.0% in assets from 2022 to 2024; this filing shows Lellyett & Rogers Company Profit Sharing and 401(k) Plan at $5M / 40 participants.

#4,584
in Manufacturing (17,777 peers)
+11.3%
assets growth YoY

Lellyett & Rogers Company Profit Sharing and 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Lellyett & Rogers Company Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,195,547 43rd percentile higher than 43% of 123,620 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 2024

Lellyett & Rogers Company Profit Sharing and 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. Lellyett & Rogers Company Profit Sharing and 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lellyett & Rogers Company Profit Sharing and 401(k) Plan reported net income fell from $906K in the plan year 2023 filing to $525K in the plan year 2024 filing.
  • Lellyett & Rogers Company Profit Sharing and 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Lellyett & Rogers Company Profit Sharing and 401(k) Plan reported participants rose from 39 in the plan year 2023 filing to 40 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 620990673 · Lellyett & Rogers Company PY 2024 · 401(k)

Lellyett & Rogers Company Profit Sharing and 401(k) Plan · $5M · 40 · 43rd

  • RANK $5M
  • RANK 40
  • RANK 43rd
  • RANK 401(k)
  • RANK near Miravida Living Retirement Plan
  • RANK ind #4584

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 Manufacturing retirement plans → · Plans in Tennessee →

Lellyett & Rogers Company Profit Sharing and 401(k) Plan in the asset neighbourhood

Lellyett & Rogers Company Profit Sharing and 401(k) PlanLellyett & Rogers Company Pr…$5MMiravida Living Retirement PlanMiravida Living Retirement P…$5MSciolex Corp. 401(k) & Profit Sharing PlanSciolex Corp. 401(k) & Profi…$5MSpi Group 401(k) Plan$5MHammond and Shinners, P.C. 401(k) PlanHammond and Shinners, P.C. 4…$5M
End-of-year total assets ($M) among Lellyett & Rogers Company Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lellyett & Rogers Company multi-year asset trail

Sponsor-wide plan assets over time

All Lellyett & Rogers Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.02317429442251% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.76M $5.2M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 49 $4M
2023 1 39 $5M
2024 1 40 $5M

Lellyett & Rogers Company filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$525K
Employer EIN620990673
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Lellyett & Rogers Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lellyett & Rogers Company Profit Sharing and 401(k) Plan, Total assets ($B): 0.005195547 · Participants: 40Lellyett & Rogers Company Profit Sharing and 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Lellyett & Rogers Company Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lellyett & Rogers Company Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Lellyett & Rogers Company Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Miravida Living Retirement Plan in WI ($5M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lellyett & Rogers Company Profit Sharing and 401(k) Plan assets move in 2024? ▼
Lellyett & Rogers Company Profit Sharing and 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $5M to $5M. Reported net income was $525K.
How have Lellyett & Rogers Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lellyett & Rogers Company's sponsor-wide assets grew 38.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Lellyett & Rogers Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Miravida Living Retirement Plan in WI ($5M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Lellyett & Rogers Company Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620990673.

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.