401(k) · DOL Form 5500 · 2024

J.F. Lehman & Company, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
48
Participants Small participant base
81st
Percentile by assets National rank
$812,076
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.F. Lehman & Company, LLC Savings Plan · Sponsored by J.F. Lehman & Company, LLC · Virginia · Finance & Insurance

$39M in assets, 48 participants

J.F. Lehman & Company, LLC's J.F. Lehman & Company, LLC Savings Plan reported $39M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,042 in Finance & Insurance (8,549 peers)

Where J.F. Lehman & Company, LLC Savings Plan sits by assets

J.F. Lehman & Company, LLC Savings Plan sits in the top quartile of all filed plans by assets, $39M for 48 participants (~$812,076/participant), up 16.4% in 2024.

#6,042
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

J.F. Lehman & Company, LLC Savings Plan's outsized position by total assets

J.F. Lehman & Company, LLC Savings Plan vs every filed plan by assets

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

$38,979,644 Top 19% higher than 81% 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

J.F. Lehman & Company, LLC Savings 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. J.F. Lehman & Company, LLC Savings Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.F. Lehman & Company, LLC Savings Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • J.F. Lehman & Company, LLC Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 815378532 · J.F. Lehman & Company, LLC PY 2024 · 401(k)

J.F. Lehman & Company, LLC Savings Plan · $39M · 48 · 81st

  • EOY $39M
  • 5500 48
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Covert Auto Group 401(k) Plan
  • RANK ind #6042

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 Virginia →

J.F. Lehman & Company, LLC Savings Plan in the asset neighbourhood

J.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$39MCovert Auto Group 401(k) Plan$39MShepard Exposition Services, Inc. 401(k) PlanShepard Exposition Services,…$39MBurke, Williams & Sorensen, LLP Associate 401(k) Profit Sharing PlanBurke, Williams & Sorensen, …$39MHydromat, Inc. of St. Louis Mo 401(k) PlanHydromat, Inc. of St. Louis …$39M
End-of-year total assets ($M) among J.F. Lehman & Company, LLC Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN815378532
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.F. Lehman & Company, LLC)

Sponsor-wide plan assets over time

All J.F. Lehman & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 56.94289203458428% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.8M $39M ▲ +56.9%
Year Plans Participants Total Assets
2022 1 36 $25M
2023 1 48 $33M
2024 1 48 $39M

Nearby 401(k) Plans in Virginia

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

J.F. Lehman & Company, LLC Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants J.F. Lehman & Company, LLC Savings Plan, Total assets ($B): 0.038979644 · Participants: 48J.F. Lehman & Company, LLC Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
J.F. Lehman & Company, LLC Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare J.F. Lehman & Company, LLC Savings Plan side-by-side with 3 peers →

J.F. Lehman & Company, LLC Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Covert Auto Group 401(k) Plan in TX ($39M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 J.F. Lehman & Company, LLC Savings Plan assets move in 2024? ▼
J.F. Lehman & Company, LLC Savings Plan grew sharply - up 16.4% during 2024, from $33M to $39M. Reported net income was $6M.
How have J.F. Lehman & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.F. Lehman & Company, LLC's sponsor-wide assets grew 56.9%, from $25M to $39M.
Where does J.F. Lehman & Company, LLC Savings Plan rank by assets among Form 5500 filers? ▼
J.F. Lehman & Company, LLC Savings Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to J.F. Lehman & Company, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Covert Auto Group 401(k) Plan in TX ($39M, 1,124 participants).
Which 401(k) plans cover a similar participant headcount to J.F. Lehman & Company, LLC Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M 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 815378532.

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.