401(k) · DOL Form 5500 · 2024

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
61
Participants Small participant base
65th
Percentile by assets National rank
$257,442
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan · Sponsored by Lloyd, Gray, Whitehead & Monroe, P.C. · Alabama · Professional & Technical Services

$16M in assets, 61 participants

Lloyd, Gray, Whitehead & Monroe, P.C.'s Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported $16M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,014 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan holds $16M for 61 participants - about $257,442 per participant, above the median plan by assets.

#13,014
in Professional & Technical Services (20,173 peers)
+4.2%
assets growth YoY

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,703,971 Top 35% higher than 65% 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

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing 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. Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported net income rose from $226K in the plan year 2023 filing to $660K in the plan year 2024 filing.
  • Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan reported participants rose from 58 in the plan year 2023 filing to 61 in the plan year 2024 filing.
  • Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631007931 · Lloyd, Gray, Whitehead & Monroe, P.C. PY 2024 · 401(k)

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan · $16M · 61 · 65th

  • NET $16M
  • NET 61
  • NET 65th
  • NET 401(k)
  • NET near Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust
  • NET ind #13014

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 →

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$16MSoftware Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and TrustSoftware Guidance and Assist…$16MSan Diego Jewish Academy 401(k) Savings PlanSan Diego Jewish Academy 401…$16MPra Events, Inc. 401(k) Plan$16ML.R. Willson & Sons Employee Retirement PlanL.R. Willson & Sons Employee…$16M
End-of-year total assets ($M) among Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$660K
Employer EIN631007931
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lloyd, Gray, Whitehead & Monroe, P.C.)

Sponsor-wide plan assets over time

All Lloyd, Gray, Whitehead & Monroe, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.003033620182411% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M 202220232024 $14.8M $15.7M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 54 $15M
2023 1 58 $15M
2024 1 61 $16M

Nearby 401(k) Plans in Alabama

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

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.015703971 · Participants: 61Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust in NY ($16M); by covered participants it is Rockset 401(k) Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan edged up modestly - up 4.2% during 2024, from $15M to $16M. Reported net income was $660K.
How have Lloyd, Gray, Whitehead & Monroe, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lloyd, Gray, Whitehead & Monroe, P.C.'s sponsor-wide assets grew 6.0%, from $15M to $16M.
Which 401(k) plans are similar in size to Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust in NY ($16M, 283 participants).
Which 401(k) plans cover a similar participant headcount to Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rockset 401(k) Plan in CA (61 participants, N/A 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 631007931.

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.