LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LOWELL OBSERVATORY
This Profit Sharing plan holds $28M in total assets and serves 128 participants as of 2022. It is sponsored by LOWELL OBSERVATORY in Arizona. The plan reported a net loss of $4M for the year.
What the Filing Says About LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN
LOWELL OBSERVATORY 403(B) RETIREMENT ANNUITY PLAN is a Profit Sharing retirement plan sponsored by LOWELL OBSERVATORY, headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 128 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860098918, and the plan has been effective since 1953-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $31M at the beginning of 2022 to $28M at year-end — a decline of 11.8%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-3,700,872 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) | $31M |
| Total Assets (End of Year) | $28M |
| Net Assets (End of Year) | $28M |
| Net Income | $-3,700,872 |
| Plan Type | Profit Sharing |
| Employer EIN | 860098918 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LOWELL OBSERVATORY)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $28M |
| 2023 | 1 | 150 | $33M |
| 2024 | 1 | 130 | $37M |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- MICROCHIP TECHNOLOGY INCORPORATED SAVINGS PLAN $1.4B · 6,751
- HONOR HEALTH 403(B) RETIREMENT SECURITY PLAN $1.0B · 13,597
- NORTHERN ARIZONA HEALTHCARE CORPORATION 401(K) PLAN $363M · 3,449
- RESIDEO TECHNOLOGIES, INC. 401(K) PLAN $221M · 3,658
- GRAND CANYON EDUCATION EMPLOYEES 401(K) PLAN $158M · 4,032
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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 860098918.
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.
Read our methodology — how this data is sourced, computed, and verified.