401(k) · DOL Form 5500 · 2024

James Lawyer Law Firm PC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
12
Participants Small participant base
52nd
Percentile by assets National rank
$714,663
Avg per participant High balance/head
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Official DOL plan name: James Lawyer Law Firm Profit Sharing Plan and Trust · Sponsored by James Lawyer Law Firm PC · Iowa · Professional & Technical Services

$9M in assets, 12 participants

James Lawyer Law Firm PC's James Lawyer Law Firm Profit Sharing Plan and Trust reported $9M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,208 in Professional & Technical Services (20,173 peers)

James Lawyer Law Firm PC multi-year trail

James Lawyer Law Firm PC's plans moved +11.6% in assets from 2022 to 2024; this filing shows James Lawyer Law Firm Profit Sharing Plan and Trust at $9M / 12 participants.

#10,208
in Professional & Technical Services (20,173 peers)
+1.4%
assets growth YoY

James Lawyer Law Firm Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

James Lawyer Law Firm Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,575,950 Top 48% higher than 52% 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

James Lawyer Law Firm Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James Lawyer Law Firm Profit Sharing Plan and Trust is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • James Lawyer Law Firm Profit Sharing Plan and Trust reported net income fell from $773K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • James Lawyer Law Firm Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421132273 · James Lawyer Law Firm PC PY 2024 · 401(k)

James Lawyer Law Firm Profit Sharing Plan and Trust · $9M · 12 · 52nd

  • EIN $9M
  • RANK 12
  • PHOTO 52nd
  • IND 401(k)
  • EOY near The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers Plan
  • 5500 ind #10208

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 Iowa →

James Lawyer Law Firm Profit Sharing Plan and Trust in the asset neighbourhood

James Lawyer Law Firm Profit Sharing Plan and TrustJames Lawyer Law Firm Profit…$9MThe Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers PlanThe Vollrath Company, LLC Ki…$9MGenesis Healthcare, Inc. 401(k) PlanGenesis Healthcare, Inc. 401…$9MAxiom Bank 401(k) Savings PlanAxiom Bank 401(k) Savings Pl…$9MHill & Markes, LLC 401(k) PlanHill & Markes, LLC 401(k) Pl…$9M
End-of-year total assets ($M) among James Lawyer Law Firm Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

James Lawyer Law Firm PC multi-year asset trail

Sponsor-wide plan assets over time

All James Lawyer Law Firm PC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.637771850168637% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M 202220232024 $7.68M $8.58M ▲ +11.7%
Year Plans Participants Total Assets
2022 1 12 $8M
2023 1 12 $8M
2024 1 12 $9M

James Lawyer Law Firm PC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$115K
Employer EIN421132273
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

James Lawyer Law Firm Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants James Lawyer Law Firm Profit Sharing Plan and Trust, Total assets ($B): 0.00857595 · Participants: 12James Lawyer Law Firm Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
James Lawyer Law Firm Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants

James Lawyer Law Firm Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers Plan in WI ($9M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 James Lawyer Law Firm Profit Sharing Plan and Trust assets move in 2024?
James Lawyer Law Firm Profit Sharing Plan and Trust edged up modestly - up 1.4% during 2024, from $8M to $9M. Reported net income was $115K.
How have James Lawyer Law Firm PC plan assets changed over time?
Across 3 plan years on file (2022-2024), James Lawyer Law Firm PC's sponsor-wide assets grew 11.6%, from $8M to $9M.
Which 401(k) plans are similar in size to James Lawyer Law Firm Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is The Vollrath Company, LLC Kiel Plant Employees Personal Tax-Savers Plan in WI ($9M, 157 participants).
Which 401(k) plans cover a similar participant headcount to James Lawyer Law Firm Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M in assets).