Defined Benefit (Pension) · DOL Form 5500 · 2022

Lumbee Guaranty Bank Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
48
Participants Small participant base
55th
Percentile by assets National rank
$126,860
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lumbee Guaranty Bank Employees' Pension Plan · Sponsored by Lumbee Guaranty Bank · North Carolina · Finance & Insurance

$6M in assets, 48 participants

Lumbee Guaranty Bank's Lumbee Guaranty Bank Employees' Pension Plan reported $6M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,560 in Finance & Insurance (9,261 peers)

Lumbee Guaranty Bank multi-year trail

Lumbee Guaranty Bank's plans moved +23.7% in assets from 2022 to 2024; this filing shows Lumbee Guaranty Bank Employees' Pension Plan at $6M / 48 participants.

#3,560
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lumbee Guaranty Bank Employees' Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Lumbee Guaranty Bank Employees' Pension Plan vs every filed plan by assets

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

$6,089,301 Top 45% higher than 55% 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

Lumbee Guaranty Bank Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumbee Guaranty Bank Employees' Pension Plan is a small filing (48 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 560990387 · Lumbee Guaranty Bank PY 2022 · Defined Benefit (Pension)

Lumbee Guaranty Bank Employees' Pension Plan · $6M · 48 · 55th

  • PHOTO $6M
  • IND 48
  • EOY 55th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Tennessee Valley Pain Consultants, PC Cash Balance
  • PCT ind #3560

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 →

Lumbee Guaranty Bank Employees' Pension Plan in the asset neighbourhood

Lumbee Guaranty Bank Employees' Pension PlanLumbee Guaranty Bank Employe…$6MTennessee Valley Pain Consultants, PC Cash BalanceTennessee Valley Pain Consul…$6MGastrointestinal Specialists/Commonwealth Endoscopy Center Defined Benefit Pension PlanGastrointestinal Specialists…$6MBallinger Company Cash Balance PlanBallinger Company Cash Balan…$6MWorcester Envelope Company Employees' Pension PlanWorcester Envelope Company E…$6M
End-of-year total assets ($M) among Lumbee Guaranty Bank Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Lumbee Guaranty Bank multi-year asset trail

Sponsor-wide plan assets over time

All Lumbee Guaranty Bank plans reported in each filing year

Latest sponsor-wide plan assets
$14M 23.737496051837756% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.6M $14.4M ▲ +23.8%
Year Plans Participants Total Assets
2022 3 202 $12M
2023 3 197 $12M
2024 3 181 $14M

Lumbee Guaranty Bank filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN560990387
Plan Effective Date1973-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lumbee Guaranty Bank Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Lumbee Guaranty Bank Employees' Pension Plan, Total assets ($B): 0.006089301 · Participants: 48Lumbee Guaranty Bank Employees' Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Lumbee Guaranty Bank Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Lumbee Guaranty Bank Employees' Pension Plan side-by-side with 3 peers →

Lumbee Guaranty Bank Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Tennessee Valley Pain Consultants, PC Cash Balance in AL ($6M); by covered participants it is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Lumbee Guaranty Bank Employees' Pension Plan assets move in 2022? ▼
Lumbee Guaranty Bank Employees' Pension Plan declined sharply - down 19.8% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Lumbee Guaranty Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumbee Guaranty Bank's sponsor-wide assets grew 23.7%, from $12M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Lumbee Guaranty Bank Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tennessee Valley Pain Consultants, PC Cash Balance in AL ($6M, 12 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lumbee Guaranty Bank Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT (48 participants, $12M 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 560990387.

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.