401(k) · DOL Form 5500 · 2022

Lighthouse Financial Corp 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
35th
Percentile by assets National rank
$314,964
Avg per participant High balance/head
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Official DOL plan name: Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust · Sponsored by Lighthouse Financial Corp · North Carolina · Finance & Insurance

$2M in assets, 7 participants

Lighthouse Financial Corp's Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,213 in Finance & Insurance (9,261 peers)

Lighthouse Financial Corp multi-year trail

Lighthouse Financial Corp's plans moved +24.9% in assets from 2022 to 2024; this filing shows Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust at $2M / 7 participants.

#2,213
in Finance & Insurance (9,261 peers)
-15.7%
assets change YoY

The plan reported a net loss of $410K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,204,748 35th percentile higher than 35% 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

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 561568657 · Lighthouse Financial Corp PY 2022 · 401(k)

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust · $2M · 7 · 35th

  • BOY $2M
  • SCH 7
  • EBSA 35th
  • PART 401(k)
  • TYPE near West Coast Logistics, LLC 401(k) Plan
  • NET ind #2213

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lighthouse Financial Corp 401(k) Profit Sharing Plan & TrustLighthouse Financial Corp 40…$2MWest Coast Logistics, LLC 401(k) PlanWest Coast Logistics, LLC 40…$2MLake States Construction 401(k) PlanLake States Construction 401…$2MGsm 401(k) Plan$2MSchonberg & Associates Retirement Savings PlanSchonberg & Associates Retir…$2M
End-of-year total assets ($M) among Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lighthouse Financial Corp multi-year asset trail

Sponsor-wide plan assets over time

All Lighthouse Financial Corp plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.90992167812376% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.2M $2.75M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 5 $3M
2024 1 6 $3M

Lighthouse Financial Corp filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$410K
Employer EIN561568657
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002204748 · Participants: 7Lighthouse Financial Corp 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is West Coast Logistics, LLC 401(k) Plan in LA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust declined sharply - down 15.7% during 2022, from $3M to $2M. Reported net income was -$410K.
How have Lighthouse Financial Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lighthouse Financial Corp's sponsor-wide assets grew 24.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is West Coast Logistics, LLC 401(k) Plan in LA ($2M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Lighthouse Financial Corp 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561568657.

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.