401(k)
2022 plan-year 401(k) DOL Form 5500

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Lighthouse for the Blind and V · California · Healthcare & Social Assistance

What the 2023 filing shows

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired holds $8M for 92 participants — about $86,529 per participant, down 10.9% over the 2022 plan year.

$8M
total plan assets (2022 EOY)
92
covered participants
$86,529
avg assets per participant
-10.9%
assets change YoY

The plan reported a net loss of $975K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8M
Participants
92
State
Industry
Healthcare & Social Assistance

What the Filing Says About Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired

Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired is a 401(k) retirement plan sponsored by Lighthouse for the Blind and V, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 92 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 941415317, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $8M at year-end — a decline of 10.9%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-975,389 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-975,389
Plan Type401(k)
Employer EIN941415317
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lighthouse for the Blind and V)

Year Plans Participants Total Assets
2022 1 92 $8M
2023 1 139 $10M
2024 1 156 $13M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired?
As of the 2022 Form 5500 filing, Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired holds $8M in total assets with 92 participants. It is sponsored by Lighthouse for the Blind and V.
What type of plan is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired is a 401(k) plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 941415317.
Who sponsors the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired is sponsored by Lighthouse for the Blind and V, located in California. The sponsor's EIN is 941415317 and the plan operates in the Healthcare & Social Assistance industry.
How did Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired perform in 2022?
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired declined by 10.9% during 2022, moving from $9M to $8M in total assets. Net income was $-975,389.
Where can I find official filings for Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired?
Official Form 5500 filings for Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941415317 or plan name at efast.dol.gov.
How does Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired compare to other plans?
You can compare Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 941415317.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.