401(k) · DOL Form 5500 · 2023

Lionhearted, Inc. 401(k) Plan

Data updated 2026-08-25

$705K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$176,156
Avg per participant Above avg balance/head
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Official DOL plan name: Lionhearted, Inc. 401(k) Profit Sharing Plan · Sponsored by Lionhearted, Inc. · North Carolina · Retail Trade

$705K in assets, 4 participants

Lionhearted, Inc.'s Lionhearted, Inc. 401(k) Profit Sharing Plan reported $705K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,734 in Retail Trade (8,414 peers)

What the 2023 filing shows

Lionhearted, Inc. 401(k) Profit Sharing Plan holds $705K for 4 participants - about $176,156 per participant, among the smaller plans by assets on file.

#2,734
in Retail Trade (8,414 peers)
+3.5%
assets growth YoY

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

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

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

$704,622 21st percentile higher than 21% 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

Lionhearted, 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. Lionhearted, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lionhearted, Inc. 401(k) Profit Sharing Plan reported net income fell from $142K in the plan year 2022 filing to $24K in the plan year 2023 filing.
  • Lionhearted, Inc. 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Lionhearted, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $681K in the plan year 2022 filing to $705K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844551776 · Lionhearted, Inc. PY 2023 · 401(k)

Lionhearted, Inc. 401(k) Profit Sharing Plan · $705K · 4 · 21st

  • IND $705K
  • EOY 4
  • 5500 21st
  • ASSETS 401(k)
  • PCT near Citizen Observer LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #2734

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 Retail Trade retirement plans → · Plans in North Carolina →

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

Lionhearted, Inc. 401(k) Profit Sharing PlanLionhearted, Inc. 401(k) Pro…$705KCitizen Observer LLC 401(k) Profit Sharing Plan & TrustCitizen Observer LLC 401(k) …$705KFirst National Bank of Brownstown 401(k) Profit Sharing PlanFirst National Bank of Brown…$705KBabylon Investments, Inc. 401(k) PlanBabylon Investments, Inc. 40…$704KDelta Business Consulting Solo K PlanDelta Business Consulting So…$705K
End-of-year total assets ($M) among Lionhearted, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$681K
Net Assets (End of Year)$705K
Net Income$24K
Employer EIN844551776
Plan Effective Date2020-02-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Lionhearted, Inc.)

Sponsor-wide plan assets over time

All Lionhearted, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$728K 6.9628191420615435% vs 2022
2024 filing year
$0.66M$0.68M$0.7M$0.72M$0.74M 202220232024 $0.68M $0.73M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 3 $681K
2023 1 4 $705K
2024 1 7 $728K

Nearby 401(k) Plans in North Carolina

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

Lionhearted, 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 ($B) Participants Lionhearted, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000704622 · Participants: 4Lionhearted, 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
Lionhearted, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lionhearted, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lionhearted, 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 Citizen Observer LLC 401(k) Profit Sharing Plan & Trust in MN ($705K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Lionhearted, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Lionhearted, Inc. 401(k) Profit Sharing Plan edged up modestly - up 3.5% during 2023, from $681K to $705K. Reported net income was $24K.
How have Lionhearted, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lionhearted, Inc.'s sponsor-wide assets grew 7.0%, from $681K to $728K.
Where does Lionhearted, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lionhearted, Inc. 401(k) Profit Sharing Plan ranks in the 21st 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 Lionhearted, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizen Observer LLC 401(k) Profit Sharing Plan & Trust in MN ($705K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Lionhearted, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 844551776.

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.