401(k) · DOL Form 5500 · 2024

Lester, Greene & Mccord Insurance Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
22
Participants Small participant base
27th
Percentile by assets National rank
$70,275
Avg per participant Below avg balance/head
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Official DOL plan name: Lester, Greene & Mccord 401(k) Plan · Sponsored by Lester, Greene & Mccord Insurance Agency, Inc. · Tennessee · Finance & Insurance

$2M in assets, 22 participants

Lester, Greene & Mccord Insurance Agency, Inc.'s Lester, Greene & Mccord 401(k) Plan reported $2M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,410 in Finance & Insurance (8,549 peers)

Lester, Greene & Mccord Insurance Agency, Inc. multi-year trail

Lester, Greene & Mccord Insurance Agency, Inc.'s plans moved +74.1% in assets from 2022 to 2024; this filing shows Lester, Greene & Mccord 401(k) Plan at $2M / 22 participants.

#1,410
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY

Lester, Greene & Mccord 401(k) Plan among the smaller filed plans by assets

Lester, Greene & Mccord 401(k) Plan vs every filed plan by assets

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

$1,546,053 27th percentile higher than 27% 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

Lester, Greene & Mccord 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. Lester, Greene & Mccord 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lester, Greene & Mccord 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lester, Greene & Mccord 401(k) Plan reported participants rose from 21 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 620719999 · Lester, Greene & Mccord Insurance Agency, Inc. PY 2024 · 401(k)

Lester, Greene & Mccord 401(k) Plan · $2M · 22 · 27th

  • SCH $2M
  • SCH 22
  • SCH 27th
  • SCH 401(k)
  • SCH near Pet Valu 401(k) Plan
  • SCH ind #1410

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Lester, Greene & Mccord 401(k) Plan in the asset neighbourhood

Lester, Greene & Mccord 401(k) PlanLester, Greene & Mccord 401(…$2MPet Valu 401(k) Plan$2MRengel & Company, Architects, Inc. 401(k) Profit Sharing PlanRengel & Company, Architects…$2MSouthlake Neurology 401(k) PlanSouthlake Neurology 401(k) P…$2MStone Cold Masonry Retirement PlanStone Cold Masonry Retiremen…$2M
End-of-year total assets ($M) among Lester, Greene & Mccord 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lester, Greene & Mccord Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lester, Greene & Mccord Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 74.11800877092216% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.89M $1.55M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 22 $888K
2023 1 21 $1M
2024 1 22 $2M

Lester, Greene & Mccord Insurance Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN620719999
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Lester, Greene & Mccord 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lester, Greene & Mccord 401(k) Plan, Total assets ($B): 0.001546053 · Participants: 22Lester, Greene & Mccord 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
Lester, Greene & Mccord 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Lester, Greene & Mccord 401(k) Plan side-by-side with 3 peers →

Lester, Greene & Mccord 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Pet Valu 401(k) Plan in FL ($2M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Lester, Greene & Mccord 401(k) Plan assets move in 2024? ▼
Lester, Greene & Mccord 401(k) Plan grew sharply - up 26.7% during 2024, from $1M to $2M. Reported net income was $325K.
How have Lester, Greene & Mccord Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lester, Greene & Mccord Insurance Agency, Inc.'s sponsor-wide assets grew 74.1%, from $888K to $2M.
Which 401(k) plans are similar in size to Lester, Greene & Mccord 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pet Valu 401(k) Plan in FL ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Lester, Greene & Mccord 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 620719999.

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.