401(k) · DOL Form 5500 · 2024

Lord Aeck Sargent Planning and Design, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
151
Participants Small participant base
63rd
Percentile by assets National rank
$94,593
Avg per participant Below avg balance/head
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Official DOL plan name: Lord Aeck Sargent Planning and Design 401(k) Plan · Sponsored by Lord Aeck Sargent Planning and Design, Inc. · Georgia · Professional & Technical Services

$14M in assets, 151 participants

Lord Aeck Sargent Planning and Design, Inc.'s Lord Aeck Sargent Planning and Design 401(k) Plan reported $14M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,591 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Lord Aeck Sargent Planning and Design 401(k) Plan covers 151 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $14M.

#12,591
in Professional & Technical Services (20,173 peers)
+31.4%
assets growth YoY

Lord Aeck Sargent Planning and Design 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Lord Aeck Sargent Planning and Design 401(k) Plan vs every filed plan by assets

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

$14,283,492 Top 37% higher than 63% 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

Lord Aeck Sargent Planning and Design 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lord Aeck Sargent Planning and Design 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lord Aeck Sargent Planning and Design 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Lord Aeck Sargent Planning and Design 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 151 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 871174150 · Lord Aeck Sargent Planning and Design, Inc. PY 2024 · 401(k)

Lord Aeck Sargent Planning and Design 401(k) Plan · $14M · 151 · 63rd

  • PHOTO $14M
  • PHOTO 151
  • PHOTO 63rd
  • PHOTO 401(k)
  • PHOTO near Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan
  • PHOTO ind #12591

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 Georgia →

Lord Aeck Sargent Planning and Design 401(k) Plan in the asset neighbourhood

Lord Aeck Sargent Planning and Design 401(k) PlanLord Aeck Sargent Planning a…$14MAxinn, Veltrop & Harkrider LLP 401(k) Retirement PlanAxinn, Veltrop & Harkrider L…$14MColumbia Ford, Inc. 401(k) PlanColumbia Ford, Inc. 401(k) P…$14MIndustrial Supply Company, Inc. 401(k) PlanIndustrial Supply Company, I…$14MCentral California Blood Center 401(k) Plan and TrustCentral California Blood Cen…$14M
End-of-year total assets ($M) among Lord Aeck Sargent Planning and Design 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN871174150
Plan Effective Date2021-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Lord Aeck Sargent Planning and Design, Inc.)

Sponsor-wide plan assets over time

All Lord Aeck Sargent Planning and Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 92.24409353968768% vs 2022
2024 filing year
$5M$10M$15M 202220232024 $7.43M $14.3M ▲ +92.2%
Year Plans Participants Total Assets
2022 1 121 $7M
2023 1 143 $11M
2024 1 151 $14M

Nearby 401(k) Plans in Georgia

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

Lord Aeck Sargent Planning and Design 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Lord Aeck Sargent Planning and Design 401(k) Plan, Total assets ($B): 0.014283492 · Participants: 151Lord Aeck Sargent Planning and Design 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Lord Aeck Sargent Planning and Design 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Lord Aeck Sargent Planning and Design 401(k) Plan side-by-side with 3 peers →

Lord Aeck Sargent Planning and Design 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan in NY ($14M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Lord Aeck Sargent Planning and Design 401(k) Plan assets move in 2024? ▼
Lord Aeck Sargent Planning and Design 401(k) Plan surged - up 31.4% during 2024, from $11M to $14M. Reported net income was $3M.
How have Lord Aeck Sargent Planning and Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lord Aeck Sargent Planning and Design, Inc.'s sponsor-wide assets grew 92.2%, from $7M to $14M.
Which 401(k) plans are similar in size to Lord Aeck Sargent Planning and Design 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axinn, Veltrop & Harkrider LLP 401(k) Retirement Plan in NY ($14M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Lord Aeck Sargent Planning and Design 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 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 871174150.

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.