ESOP · DOL Form 5500 · 2022

The Lighthouse, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
301
Participants Below avg headcount
59th
Percentile by assets National rank
$25,379
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lighthouse, Inc. Employee Stock Ownership Plan · Sponsored by The Lighthouse, Inc. · Michigan · Healthcare & Social Assistance

$8M in assets, 301 participants

The Lighthouse, Inc.'s The Lighthouse, Inc. Employee Stock Ownership Plan reported $8M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #13,087 in Healthcare & Social Assistance (20,060 peers)

Coverage in Michigan

The Lighthouse, Inc. Employee Stock Ownership Plan covers 301 participants in Michigan, about 47% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#13,087
in Healthcare & Social Assistance (20,060 peers)
+40.2%
assets growth YoY

The Lighthouse, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Lighthouse, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,639,227 Top 41% higher than 59% 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 Lighthouse, Inc. Employee Stock Ownership 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 Lighthouse, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (301 participants).

EBSA filing schedule strip

Filing strip 382694908 · The Lighthouse, Inc. PY 2022 · ESOP

The Lighthouse, Inc. Employee Stock Ownership Plan · $8M · 301 · 59th

  • EIN $8M
  • EIN 301
  • EIN 59th
  • EIN ESOP
  • EIN near William D. Meeker Enterprises, Inc. Employee Stock Ownership Plan
  • EIN ind #13087

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 What is an ESOP? → · Plans in Michigan →

The Lighthouse, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Lighthouse, Inc. Employee Stock Ownership PlanThe Lighthouse, Inc. Employe…$8MWilliam D. Meeker Enterprises, Inc. Employee Stock Ownership PlanWilliam D. Meeker Enterprise…$8MPhoenix Feeds & Nutrition, Inc. Employee Retirement PlanPhoenix Feeds & Nutrition, I…$8MPrellwitz / Chilinski Associates, Inc. Employee Stock Ownership PlanPrellwitz / Chilinski Associ…$8MCitizens Bank Employee Stock Ownership PlanCitizens Bank Employee Stock…$8M
End-of-year total assets ($M) among The Lighthouse, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$3M
Employer EIN382694908
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lighthouse, Inc.)

Sponsor-wide plan assets over time

All The Lighthouse, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 32.2565133570181% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.4M $19M ▲ +32.2%
Year Plans Participants Total Assets
2022 2 563 $14M
2023 2 563 $17M
2024 2 590 $19M

Nearby ESOP Plans in Michigan

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Lighthouse, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -0.500.511.5 Total assets ($B) Participants The Lighthouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.007639227 · Participants: 301The Lighthouse, Inc. Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.052163391 · Participants: 1155Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.725583306 · Participants: 1817The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.394784403 · Participants: 977Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.191093331 · Participants: 209Motor City Electric Co. Employee Stock Ownership PlanBandit Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.181896 · Participants: 591Bandit Holding Company, Inc. Employee Stock Ownership Plan
The Lighthouse, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare The Lighthouse, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Lighthouse, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Michigan, the nearest ESOP by assets is William D. Meeker Enterprises, Inc. Employee Stock Ownership Plan in FL ($8M); by covered participants it is The Suter Company, Inc. Employee Stock Ownership Plan in IL (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Lighthouse, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Lighthouse, Inc. Employee Stock Ownership Plan surged - up 40.2% during 2022, from $5M to $8M. Reported net income was $3M.
How have The Lighthouse, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lighthouse, Inc.'s sponsor-wide assets grew 32.3%, from $14M to $19M.
Which ESOP plans are similar in size to The Lighthouse, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is William D. Meeker Enterprises, Inc. Employee Stock Ownership Plan in FL ($8M, 74 participants).
Which ESOP plans cover a similar participant headcount to The Lighthouse, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Suter Company, Inc. Employee Stock Ownership Plan in IL (301 participants, $27M 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 382694908.

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.