401(k) · DOL Form 5500 · 2024
Lehman-Roberts Company 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 271
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $126,927
- Avg per participant Near avg balance/head
Official DOL plan name: Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan · Sponsored by Lehman-Roberts Company · Tennessee · Construction
$34M in assets, 271 participants
Lehman-Roberts Company's Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan reported $34M in total assets and 271 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #7,026 in Construction (9,039 peers)
Coverage in Tennessee
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan covers 271 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.
- #7,026
- in Construction (9,039 peers)
- +12.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan's outsized position by total assets
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,397,310 Top 21% higher than 79% 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
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement 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. Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan reported participants rose from 257 in the plan year 2023 filing to 271 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 610322960 · Lehman-Roberts Company PY 2024 · 401(k)
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan · $34M · 271 · 79th
- SCH $34M
- EBSA 271
- PART 79th
- TYPE 401(k)
- NET near Eden Housing, Inc. 401(k) Profit Sharing Plan
- BOOK ind #7026
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 Construction retirement plans → · Plans in Tennessee →
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $4M |
| Employer EIN | 610322960 |
| Plan Effective Date | 1956-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lehman-Roberts Company)
Sponsor-wide plan assets over time
All Lehman-Roberts Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 25.034887098116805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 252 | $28M |
| 2023 | 1 | 257 | $31M |
| 2024 | 1 | 271 | $34M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Lehman-Roberts/Memphis Stone & Gravel 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Eden Housing, Inc. 401(k) Profit Sharing Plan in CA ($34M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Action Rentals Holdings, LLC (FL) 271 · 0 off
- Sage Atc Environmental Consulting LLC 401(k) Plan (TX) 271 · 0 off
- Norwich Commercial Group, Inc. 401(k) Plan (CT) 271 · 0 off
- Orchard Software Corporation 401(k) Profit Sharing Plan and Trust (IN) 271 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.