Profit Sharing · DOL Form 5500 · 2024
Lee, Livingston, Lee, Nichols & Barron, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $436,436
- Avg per participant High balance/head
Official DOL plan name: Lee, Livingston, Lee, Nichols & Barron P.C. Psp · Sponsored by Lee, Livingston, Lee, Nichols & Barron, P.C. · Alabama · Professional & Technical Services
$3M in assets, 7 participants
Lee, Livingston, Lee, Nichols & Barron, P.C.'s Lee, Livingston, Lee, Nichols & Barron P.C. Psp reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #6,221 in Professional & Technical Services (20,173 peers)
2024 asset change
Lee, Livingston, Lee, Nichols & Barron P.C. Psp pulled back noticeably 11.3% in 2024 ($3M → $3M) for 7 participants.
- #6,221
- in Professional & Technical Services (20,173 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $390K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lee, Livingston, Lee, Nichols & Barron P.C. Psp's mid-pack asset rank among Professional & Technical Services and all filers
Lee, Livingston, Lee, Nichols & Barron P.C. Psp vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,055,051 34th percentile higher than 34% 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
Lee, Livingston, Lee, Nichols & Barron P.C. Psp among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee, Livingston, Lee, Nichols & Barron P.C. Psp is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lee, Livingston, Lee, Nichols & Barron P.C. Psp reported net income fell from $172K in the plan year 2023 filing to -$390K in the plan year 2024 filing.
- Lee, Livingston, Lee, Nichols & Barron P.C. Psp reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Lee, Livingston, Lee, Nichols & Barron P.C. Psp end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 631263691 · Lee, Livingston, Lee, Nichols & Barron, P.C. PY 2024 · Profit Sharing
Lee, Livingston, Lee, Nichols & Barron P.C. Psp · $3M · 7 · 34th
- IND $3M
- EOY 7
- 5500 34th
- ASSETS Profit Sharing
- PCT near Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan
- EIN ind #6221
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 Alabama →
Lee, Livingston, Lee, Nichols & Barron P.C. Psp in the asset neighbourhood
Lee, Livingston, Lee, Nichols & Barron, P.C. years around the 2024 move
Sponsor-wide plan assets over time
All Lee, Livingston, Lee, Nichols & Barron, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.669206362396047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $3M |
| 2023 | 1 | 8 | $3M |
| 2024 | 1 | 7 | $3M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$390K |
| Employer EIN | 631263691 |
| Plan Effective Date | 1974-02-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
Lee, Livingston, Lee, Nichols & Barron P.C. Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Corp De Servicios Medico Primario Y Prevencion De Hatillo Sav & Ret Plan in PR ($3M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 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.