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

Limetree Bay Terminals, LLC 401(k) Plan

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

Sponsored by Limetree Bay Terminals, LLC · Virgin Islands · Utilities

What the 2023 filing shows

Limetree Bay Terminals, LLC 401(k) Plan holds $15M for 165 participants — about $93,785 per participant, down 24.7% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
165
covered participants
$93,785
avg assets per participant
-24.7%
assets change YoY

The plan reported a net loss of $5M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$15M
Participants
165
Industry
Utilities

What the Filing Says About Limetree Bay Terminals, LLC 401(k) Plan

Limetree Bay Terminals, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Limetree Bay Terminals, LLC, headquartered in Virgin Islands. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 165 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 660846636, and the plan has been effective since 2016-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $15M at year-end — a decline of 24.7%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-5,062,527 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)$21M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-5,062,527
Plan Type401(k)
Employer EIN660846636
Plan Effective Date2016-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Limetree Bay Terminals, LLC)

Year Plans Participants Total Assets
2022 1 165 $15M
2023 1 139 $18M
2024 1 153 $19M

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Frequently Asked Questions

How much money is in the Limetree Bay Terminals, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Limetree Bay Terminals, LLC 401(k) Plan holds $15M in total assets with 165 participants. It is sponsored by Limetree Bay Terminals, LLC.
What type of plan is Limetree Bay Terminals, LLC 401(k) Plan?
Limetree Bay Terminals, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2016-08-01. The plan is filed with the U.S. Department of Labor under EIN 660846636.
Who sponsors the Limetree Bay Terminals, LLC 401(k) Plan?
Limetree Bay Terminals, LLC 401(k) Plan is sponsored by Limetree Bay Terminals, LLC, located in Virgin Islands. The sponsor's EIN is 660846636 and the plan operates in the Utilities industry.
How did Limetree Bay Terminals, LLC 401(k) Plan perform in 2022?
Limetree Bay Terminals, LLC 401(k) Plan declined by 24.7% during 2022, moving from $21M to $15M in total assets. Net income was $-5,062,527.
Where can I find official filings for Limetree Bay Terminals, LLC 401(k) Plan?
Official Form 5500 filings for Limetree Bay Terminals, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 660846636 or plan name at efast.dol.gov.
How does Limetree Bay Terminals, LLC 401(k) Plan compare to other plans?
You can compare Limetree Bay Terminals, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Virgin Islands 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 660846636.

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.