401(k) · DOL Form 5500 · 2024

L&m Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
207
Participants Below avg headcount
84th
Percentile by assets National rank
$243,163
Avg per participant Above avg balance/head
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Official DOL plan name: L&m Family of Companies 401(k) and Profit Sharing Plan · Sponsored by L&m Companies, Inc. · North Carolina · Wholesale Trade

$50M in assets, 207 participants

L&m Companies, Inc.'s L&m Family of Companies 401(k) and Profit Sharing Plan reported $50M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,180 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

L&m Family of Companies 401(k) and Profit Sharing Plan covers 207 participants in North Carolina, about 25% of the average North Carolina filer (state average ~819 per filing). Assets: $50M.

#5,180
in Wholesale Trade (6,080 peers)
+10.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

L&m Family of Companies 401(k) and Profit Sharing Plan's outsized position by total assets

L&m Family of Companies 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$50,334,668 Top 16% higher than 84% 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

L&m Family of Companies 401(k) and 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. L&m Family of Companies 401(k) and Profit Sharing Plan sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • L&m Family of Companies 401(k) and Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • L&m Family of Companies 401(k) and Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • L&m Family of Companies 401(k) and Profit Sharing Plan reported participants fell from 210 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560811549 · L&m Companies, Inc. PY 2024 · 401(k)

L&m Family of Companies 401(k) and Profit Sharing Plan · $50M · 207 · 84th

  • TYPE $50M
  • NET 207
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near The Moore Company Retirement Security Plan
  • SCH ind #5180

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 Wholesale Trade retirement plans → · Plans in North Carolina →

L&m Family of Companies 401(k) and Profit Sharing Plan in the asset neighbourhood

Matson and Subsidiaries 401(k) Retirement Savings Plan for Bargaining Unit EmployeesMatson and Subsidiaries 401(…$50MThe Moore Company Retirement Security PlanThe Moore Company Retirement…$50MPurity Wholesale Grocers, Inc. 401(k) Retirement PlanPurity Wholesale Grocers, In…$50MRepublic Finance, LLC 401(k) PlanRepublic Finance, LLC 401(k)…$50ML&m Family of Companies 401(k) and Profit Sharing PlanL&m Family of Companies 401(…$50M
End-of-year total assets ($M) among L&m Family of Companies 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN560811549
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L&m Companies, Inc.)

Sponsor-wide plan assets over time

All L&m Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 28.750430652376224% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $50.3M ▲ +28.8%
Year Plans Participants Total Assets
2022 1 228 $39M
2023 1 210 $46M
2024 1 207 $50M

Nearby 401(k) Plans in North Carolina

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

L&m Family of Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants L&m Family of Companies 401(k) and Profit Sharing Plan, Total assets ($B): 0.050334668 · Participants: 207L&m Family of Companies 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
L&m Family of Companies 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare L&m Family of Companies 401(k) and Profit Sharing Plan side-by-side with 3 peers →

L&m Family of Companies 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Moore Company Retirement Security Plan in RI ($50M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 L&m Family of Companies 401(k) and Profit Sharing Plan assets move in 2024? ▼
L&m Family of Companies 401(k) and Profit Sharing Plan grew at a solid clip - up 10.5% during 2024, from $46M to $50M. Reported net income was $5M.
How have L&m Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L&m Companies, Inc.'s sponsor-wide assets grew 28.8%, from $39M to $50M.
Where does L&m Family of Companies 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
L&m Family of Companies 401(k) and Profit Sharing Plan ranks in the 84th 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 L&m Family of Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Moore Company Retirement Security Plan in RI ($50M, 200 participants).
Which 401(k) plans cover a similar participant headcount to L&m Family of Companies 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 participants, N/A 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 560811549.

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.