401(k) · DOL Form 5500 · 2022

The Lightstone Group, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
536
Participants Below avg headcount
80th
Percentile by assets National rank
$46,807
Avg per participant Low balance/head
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Official DOL plan name: The Lightstone Group, LLC 401(k) Plan · Sponsored by The Lightstone Group, LLC · New York · Real Estate

$25M in assets, 536 participants

The Lightstone Group, LLC's The Lightstone Group, LLC 401(k) Plan reported $25M in total assets and 536 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,613 in Real Estate (5,057 peers)

Where The Lightstone Group, LLC 401(k) Plan sits by assets

The Lightstone Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 536 participants (~$46,807/participant), down 0.6% in 2022.

#4,613
in Real Estate (5,057 peers)
-0.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lightstone Group, LLC 401(k) Plan's outsized position by total assets

The Lightstone Group, LLC 401(k) Plan vs every filed plan by assets

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

$25,088,547 Top 20% higher than 80% 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

The Lightstone Group, LLC 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 Lightstone Group, LLC 401(k) Plan sits mid-pack in the medium band (536 participants).

EBSA filing schedule strip

Filing strip 020641131 · The Lightstone Group, LLC PY 2022 · 401(k)

The Lightstone Group, LLC 401(k) Plan · $25M · 536 · 80th

  • SCH $25M
  • SCH 536
  • SCH 80th
  • SCH 401(k)
  • SCH near Delta Dental of Iowa 401(k) Plan
  • SCH ind #4613

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 Real Estate retirement plans → · Plans in New York →

The Lightstone Group, LLC 401(k) Plan in the asset neighbourhood

The Lightstone Group, LLC 401(k) PlanThe Lightstone Group, LLC 40…$25MDelta Dental of Iowa 401(k) PlanDelta Dental of Iowa 401(k) …$25MGonzaba Medical Group 401(k) PlanGonzaba Medical Group 401(k)…$25MNatco Products Corporation 401(k) PlanNatco Products Corporation 4…$25MInnovative Refrigeration Systems, Inc. 401(k) PlanInnovative Refrigeration Sys…$25M
End-of-year total assets ($M) among The Lightstone Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$25M
Net Income-$143K
Employer EIN020641131
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lightstone Group, LLC)

Sponsor-wide plan assets over time

All The Lightstone Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 61.00847131561664% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.1M $40.4M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 536 $25M
2023 1 521 $33M
2024 1 530 $40M

Nearby 401(k) Plans in New York

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

The Lightstone Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Lightstone Group, LLC 401(k) Plan, Total assets ($B): 0.025088547 · Participants: 536The Lightstone Group, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
The Lightstone Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Lightstone Group, LLC 401(k) Plan side-by-side with 3 peers →

The Lightstone Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Delta Dental of Iowa 401(k) Plan in IA ($25M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (536 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (536 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 The Lightstone Group, LLC 401(k) Plan assets move in 2022? ▼
The Lightstone Group, LLC 401(k) Plan held essentially flat - down 0.6% during 2022, from $25M to $25M. Reported net income was -$143K.
How have The Lightstone Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lightstone Group, LLC's sponsor-wide assets grew 61.0%, from $25M to $40M.
Where does The Lightstone Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Lightstone Group, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Lightstone Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delta Dental of Iowa 401(k) Plan in IA ($25M, 156 participants).
Which 401(k) plans cover a similar participant headcount to The Lightstone Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oskar Blues Restaurant 401(k) Plan in CO (536 participants, N/A 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 020641131.

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.