401(k) · DOL Form 5500 · 2024

Lbmc, PC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size: 609
Participants Below avg headcount: 89th
Percentile by assets National rank: $140,756
Avg per participant Near avg balance/head

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Official DOL plan name: Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan · Sponsored by Lbmc, PC · Tennessee · Professional & Technical Services

$86M in assets, 609 participants

Lbmc, PC's Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan reported $86M in total assets and 609 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

#18,235 in Professional & Technical Services (20,173 peers)

Where Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan sits by assets

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $86M for 609 participants (~$140,756/participant), up 11.2% in 2024.

#18,235
in Professional & Technical Services (20,173 peers): +11.2%
assets growth YoY: 0.9×
vs typical plan assets (national mean)

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan's outsized position by total assets

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan vs every filed plan by assets

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

$85,720,410 Top 11% higher than 89% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing 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. Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan sits mid-pack in the medium band (609 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan end-of-year assets rose from $77M in the plan year 2023 filing to $86M in the plan year 2024 filing.
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan reported participants rose from 569 in the plan year 2023 filing to 609 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 621199757 · Lbmc, PC PY 2024 · 401(k)

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan · $86M · 609 · 89th

TYPE $86M
TYPE 609
TYPE 89th
TYPE 401(k)
TYPE near Sterling Construction 401(k) Plan
TYPE ind #18235

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 Tennessee →

End-of-year total assets ($M) among Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$77M
Net Assets (End of Year)	$86M
Net Income	$8M
Employer EIN	621199757
Plan Effective Date	1985-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Lbmc, PC)

Latest sponsor-wide plan assets: $86M 26.12332277161003% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	480	$68M
2023	1	569	$77M
2024	1	609	$86M

Nearby 401(k) Plans in Tennessee

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

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan side-by-side with 3 peers →

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sterling Construction 401(k) Plan in TX ($86M); by covered participants it is Cv Industries 401(k) Plan in NC (609 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Sterling Construction 401(k) Plan (TX) $86M · 2,149
Hunt Electric Corporation and Ecsi 401(k) Profit Sharing Plan (MN) $86M · 386
Ag Partners Coop 401(k) Retirement Plan (MN) $86M · 555
Twinstar Credit Union Profit Sharing and 401(k) Salary Reduction Plan (WA) $86M · 770

Similar participant headcount

Nearest other-state filings by covered participants (609 participants); asset peers above are excluded.

Cv Industries 401(k) Plan (NC) 609 · 0 off
The Simons Foundation, Inc. 401(k) Plan (NY) 609 · 0 off
Ubg 401(k) - Farmers Cooperative (NE) 609 · 0 off
Pacific Cataract and Laser Institute, Inc. PC 401(k) Plan (WA) 609 · 0 off

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 Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan assets move in 2024? ▼

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan grew at a solid clip - up 11.2% during 2024, from $77M to $86M. Reported net income was $8M.

How have Lbmc, PC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lbmc, PC's sponsor-wide assets grew 26.1%, from $68M to $86M.

Where does Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan ranks in the 89th 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 Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sterling Construction 401(k) Plan in TX ($86M, 2,149 participants).

Which 401(k) plans cover a similar participant headcount to Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cv Industries 401(k) Plan in NC (609 participants, $35M 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 621199757.