Profit Sharing · DOL Form 5500 · 2022

Lucky Star Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$401K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$133,690
Avg per participant Near avg balance/head
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Official DOL plan name: Lucky Star Holdings, Inc. Retirement Plan · Sponsored by Lucky Star Holdings, Inc. · Ohio · Arts, Entertainment & Recreation

$401K in assets, 3 participants

Lucky Star Holdings, Inc.'s Lucky Star Holdings, Inc. Retirement Plan reported $401K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,113 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Lucky Star Holdings, Inc. Retirement Plan ranks #1,113 of 3,077 2022 filers by assets (6923% of the sector average)-$401K for 3 participants.

#1,113
in Arts, Entertainment & Recreation (3,077 peers)
-23.5%
assets change YoY

The plan reported a net loss of $123K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lucky Star Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Lucky Star Holdings, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$401,070 16th percentile higher than 16% of 139,123 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 2022

Lucky Star Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lucky Star Holdings, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 473863491 · Lucky Star Holdings, Inc. PY 2022 · Profit Sharing

Lucky Star Holdings, Inc. Retirement Plan · $401K · 3 · 16th

  • EBSA $401K
  • EBSA 3
  • EBSA 16th
  • EBSA Profit Sharing
  • EBSA near Rn Retirement Plan
  • EBSA ind #1113

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 Arts, Entertainment & Recreation retirement plans → · Plans in Ohio →

Lucky Star Holdings, Inc. Retirement Plan in the asset neighbourhood

Lucky Star Holdings, Inc. Retirement PlanLucky Star Holdings, Inc. Re…$401KRn Retirement Plan$401KCrivelli Chevrolet Buick, Inc Profit Sharing PlanCrivelli Chevrolet Buick, In…$401KKim-Yu Associates, S.C. Profit Sharing Plan & TrustKim-Yu Associates, S.C. Prof…$401KAvera Enterprises, Inc. Retirement PlanAvera Enterprises, Inc. Reti…$401K
End-of-year total assets ($M) among Lucky Star Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$524K
Net Assets (End of Year)$401K
Net Income-$123K
Employer EIN473863491
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lucky Star Holdings, Inc.)

Sponsor-wide plan assets over time

All Lucky Star Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$575K 43.36300396439524% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.4M $0.57M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 3 $401K
2023 1 2 $454K
2024 1 2 $575K

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lucky Star Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Lucky Star Holdings, Inc. Retirement Plan, Total assets ($B): 0.00040107 · Participants: 3Lucky Star Holdings, Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Lucky Star Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants

Lucky Star Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Rn Retirement Plan in PR ($401K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($401K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lucky Star Holdings, Inc. Retirement Plan assets move in 2022?
Lucky Star Holdings, Inc. Retirement Plan declined sharply - down 23.5% during 2022, from $524K to $401K. Reported net income was -$123K.
How have Lucky Star Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lucky Star Holdings, Inc.'s sponsor-wide assets grew 43.4%, from $401K to $575K.
Where does Lucky Star Holdings, Inc. Retirement Plan rank by assets among Form 5500 filers?
Lucky Star Holdings, Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lucky Star Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Rn Retirement Plan in PR ($401K, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Lucky Star Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).