401(k) · DOL Form 5500 · 2023

Lionwood, Inc. 401(k) Plan

Data updated 2026-08-25

$277K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$92,498
Avg per participant Below avg balance/head
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Official DOL plan name: Lionwood, Inc. 401(k) Profit Sharing Plan · Sponsored by Lionwood, Inc. · North Carolina · Other Services

$277K in assets, 3 participants

Lionwood, Inc.'s Lionwood, Inc. 401(k) Profit Sharing Plan reported $277K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,236 in Other Services (7,857 peers)

Lionwood, Inc. multi-year trail

Lionwood, Inc.'s plans moved -14.2% in assets from 2022 to 2023; this filing shows Lionwood, Inc. 401(k) Profit Sharing Plan at $277K / 3 participants.

#2,236
in Other Services (7,857 peers)
-14.2%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lionwood, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Lionwood, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$277,495 13th percentile higher than 13% of 127,068 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 2023

Lionwood, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lionwood, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lionwood, Inc. 401(k) Profit Sharing Plan reported net income fell from $8K in the plan year 2022 filing to -$46K in the plan year 2023 filing.
  • Lionwood, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $323K in the plan year 2022 filing to $277K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832074635 · Lionwood, Inc. PY 2023 · 401(k)

Lionwood, Inc. 401(k) Profit Sharing Plan · $277K · 3 · 13th

  • EBSA $277K
  • EBSA 3
  • EBSA 13th
  • EBSA 401(k)
  • EBSA near Mashali Holdings Inc. 401(k) Plan
  • EBSA ind #2236

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 Other Services retirement plans → · Plans in North Carolina →

Lionwood, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Lionwood, Inc. 401(k) Profit Sharing PlanLionwood, Inc. 401(k) Profit…$277KMashali Holdings Inc. 401(k) PlanMashali Holdings Inc. 401(k)…$277KEvanjmd, Inc 401(k) Profit Sharing PlanEvanjmd, Inc 401(k) Profit S…$277KCupcakes and Ink Retirement PlanCupcakes and Ink Retirement …$278KFront Range Pediatric Dentistry 401(k) PlanFront Range Pediatric Dentis…$278K
End-of-year total assets ($M) among Lionwood, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lionwood, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lionwood, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$277K 14.174061232884764% vs 2022
2023 filing year
$0.26M$0.28M$0.3M$0.32M$0.34M 20222023 $0.32M $0.28M ▼ -12.5%
Year Plans Participants Total Assets
2022 1 3 $323K
2023 2 5 $277K

Lionwood, Inc. filing trail (2023)

Total Assets (Beginning of Year)$323K
Net Assets (End of Year)$277K
Net Income-$46K
Employer EIN832074635
Plan Effective Date2018-10-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Lionwood, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lionwood, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000277495 · Participants: 3Lionwood, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Lionwood, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lionwood, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lionwood, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Mashali Holdings Inc. 401(k) Plan in TX ($277K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($277K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lionwood, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lionwood, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.2% during 2023, from $323K to $277K. Reported net income was -$46K.
How have Lionwood, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Lionwood, Inc.'s sponsor-wide assets declined 14.2%, from $323K to $277K.
Where does Lionwood, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lionwood, Inc. 401(k) Profit Sharing Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lionwood, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mashali Holdings Inc. 401(k) Plan in TX ($277K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Lionwood, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832074635.

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.