Profit Sharing · DOL Form 5500 · 2022

Lunasea, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$1,270
Avg per participant Low balance/head
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Official DOL plan name: Lunasea, Inc. - Pension Transfer Trust Plan · Sponsored by Lunasea, Inc. · Kentucky · Wholesale Trade

$3K in assets, 2 participants

Lunasea, Inc.'s Lunasea, Inc. - Pension Transfer Trust Plan reported $3K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 1st 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.

  • #17 in Wholesale Trade (6,843 peers)

Lunasea, Inc. multi-year trail

Lunasea, Inc.'s plans moved +118.8% in assets from 2022 to 2024; this filing shows Lunasea, Inc. - Pension Transfer Trust Plan at $3K / 2 participants.

#17
in Wholesale Trade (6,843 peers)
-60.1%
assets change YoY

The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lunasea, Inc. - Pension Transfer Trust Plan among the smaller filed plans by assets

Lunasea, Inc. - Pension Transfer Trust Plan vs every filed plan by assets

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

$2,540 1st percentile higher than 1% 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

Lunasea, Inc. - Pension Transfer Trust 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. Lunasea, Inc. - Pension Transfer Trust Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 203173380 · Lunasea, Inc. PY 2022 · Profit Sharing

Lunasea, Inc. - Pension Transfer Trust Plan · $3K · 2 · 1st

  • PART $3K
  • TYPE 2
  • NET 1st
  • BOOK Profit Sharing
  • VS-ST near Blessings in Abundance, Inc. Profit Sharing Plan
  • BOY ind #17

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 Kentucky →

Lunasea, Inc. - Pension Transfer Trust Plan in the asset neighbourhood

Lunasea, Inc. - Pension Transfer Trust PlanLunasea, Inc. - Pension Tran…$3KBlessings in Abundance, Inc. Profit Sharing PlanBlessings in Abundance, Inc.…$3KDk Group, Inc. Retirement PlanDk Group, Inc. Retirement Pl…$3KThurman Consulting, Inc. Retirement PlanThurman Consulting, Inc. Ret…$3KMountainview Home Companies Retirement PlanMountainview Home Companies …$3K
End-of-year total assets ($M) among Lunasea, Inc. - Pension Transfer Trust Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lunasea, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lunasea, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6K 118.81889763779527% vs 2022
2024 filing year
$0M$0.01M$0.01M$0.02M 202220232024 $0M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $3K
2023 1 2 $3K
2024 1 2 $6K

Lunasea, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6K
Net Assets (End of Year)$3K
Net Income-$4K
Employer EIN203173380
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Kentucky

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

Lunasea, Inc. - Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Lunasea, Inc. - Pension Transfer Trust Plan, Total assets ($B): 0.00000254 · Participants: 2Lunasea, Inc. - Pension Transfer Trust PlanCommonspirit Health ERISA 403(b) Plan, Total assets ($B): 2.024256798 · Participants: 31174Commonspirit Health ERISA 403(b) PlanMaterial Handling Systems, Inc. Savings and Investment Plan, Total assets ($B): 0.139762597 · Participants: 146Material Handling Systems, Inc. Savings and Investment PlanKing's Daughters' Medical Center Base Contribution Plan, Total assets ($B): 0.081517752 · Participants: 2971King's Daughters' Medical Center Base Contribution PlanCommonwealth Health Corporation Retirement Savings Plan, Total assets ($B): 0.067192763 · Participants: 2809Commonwealth Health Corporation Retirement Savings PlanDismas Charities, Inc. Retirement Plan, Total assets ($B): 0.037465388 · Participants: 478Dismas Charities, Inc. Retirement Plan
Lunasea, Inc. - Pension Transfer Trust Plan vs. nearby Profit Sharing plans in Kentucky, assets vs. participants
Compare Lunasea, Inc. - Pension Transfer Trust Plan side-by-side with 3 peers →

Lunasea, Inc. - Pension Transfer Trust Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Kentucky, the nearest Profit Sharing by assets is Blessings in Abundance, Inc. Profit Sharing Plan in FL ($3K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Lunasea, Inc. - Pension Transfer Trust Plan assets move in 2022? ▼
Lunasea, Inc. - Pension Transfer Trust Plan contracted severely - down 60.1% during 2022, from $6K to $3K. Reported net income was -$4K.
How have Lunasea, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lunasea, Inc.'s sponsor-wide assets grew 118.8%, from $3K to $6K.
Where does Lunasea, Inc. - Pension Transfer Trust Plan rank by assets among Form 5500 filers? ▼
Lunasea, Inc. - Pension Transfer Trust Plan ranks in the 1st 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 Lunasea, Inc. - Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Blessings in Abundance, Inc. Profit Sharing Plan in FL ($3K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lunasea, Inc. - Pension Transfer Trust Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 203173380.

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.