401(k) · DOL Form 5500 · 2022
The Lumbee Tribe of North Carolina 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $28,237
- Avg per participant Low balance/head
Official DOL plan name: The Lumbee Tribe of Nc 401(k) Plan · Sponsored by The Lumbee Tribe of North Carolina · North Carolina · Other Services
$4M in assets, 139 participants
The Lumbee Tribe of North Carolina's The Lumbee Tribe of Nc 401(k) Plan reported $4M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #5,548 in Other Services (8,398 peers)
Coverage in North Carolina
The Lumbee Tribe of Nc 401(k) Plan covers 139 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.
- #5,548
- in Other Services (8,398 peers)
- -6.4%
- assets change YoY
The plan reported a net loss of $267K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Lumbee Tribe of Nc 401(k) Plan's mid-pack asset rank among Other Services and all filers
The Lumbee Tribe of Nc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,924,892 46th percentile higher than 46% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Lumbee Tribe of Nc 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lumbee Tribe of Nc 401(k) Plan sits mid-pack in the medium band (139 participants).
Published 5500 schedule card
Filing strip 841704531 · The Lumbee Tribe of North Carolina PY 2022 · 401(k)
The Lumbee Tribe of Nc 401(k) Plan · $4M · 139 · 46th
- PART $4M
- PART 139
- PART 46th
- PART 401(k)
- PART near Nextbite 401(k) Plan
- PART ind #5548
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 Other Services retirement plans → · Plans in North Carolina →
The Lumbee Tribe of Nc 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$267K |
| Employer EIN | 841704531 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Lumbee Tribe of North Carolina)
Sponsor-wide plan assets over time
All The Lumbee Tribe of North Carolina plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 80.89348700550232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $4M |
| 2023 | 1 | 163 | $5M |
| 2024 | 1 | 164 | $7M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
The Lumbee Tribe of Nc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Nextbite 401(k) Plan in CA ($4M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Semper Valens Solutions, Inc. 401(k) Plan (TX) 139 · 0 off
- The Mail Group 401(k) Plan (IL) 139 · 0 off
- Dma Corporation 401(k) Plan (OR) 139 · 0 off
- Cic Plus, LLC Retirement Savings Plan (IL) 139 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.