401(k) · DOL Form 5500 · 2024

Lbmc, PC 401(k) Plan

Data updated 2026-08-11

$86M
Total assets
609
Participants
89th
Percentile by assets
$140,756
Avg per participant
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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.

  • 89th percentile by assets (of 123,622 plans)
  • #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.

$86M
total plan assets (2024 EOY)
609
covered participants
89th
percentile by assets (of 123,622 plans)
$140,756
avg assets per participant

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

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

State
Tennessee
Industry
Professional & Technical Services

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan vs the 2024 asset distribution

By assets, Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$86M
Net Income$8M
Employer EIN621199757
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbmc, PC)

$60M$70M$80M$90M 202220232024 $68M $85.7M ▲ +26.1%
Total plan assets by year, all Lbmc, PC plans on file
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

Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Lattimore, Black, Mo…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
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Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan by total assets, not by location.

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).

Next read for Lattimore, Black, Morgan & Cain, P.C. Pr…

Scale reading

Ways to act on Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan's numbers.

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.

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.