401(k) · DOL Form 5500 · 2023

Lionhearted, Inc. 401(k) Plan

Data updated 2026-08-11

$705K
Total assets
4
Participants
21st
Percentile by assets
$176,156
Avg per participant
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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.

  • 21st percentile by assets (of 127,072 plans)
  • #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.

$705K
total plan assets (2023 EOY)
4
covered participants
21st
percentile by assets (of 127,072 plans)
$176,156
avg assets per participant

Where Lionhearted, Inc. 401(k) Profit Sharing Plan sits by total 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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Retail Trade

401(k) filing for Lionhearted, Inc. 401(k) Profit Sharing Plan

401(k) filing for plan year 2023: EIN 844551776 ; effective since 2020-02-03 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$0.66M$0.68M$0.7M$0.72M$0.74M 202220232024 $0.68M $0.73M ▲ +7.4%
Total plan assets by year, all Lionhearted, Inc. plans on file
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 ($B) Participants Lionhearted, Inc. 40…, Total assets ($B): 0.000704622 · Participants: 4Lionhearted, Inc. 40…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Lionhearted, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Lionhearted, Inc. 401(k) Profit Sharing …

Filing takeaways

Ways to act on Lionhearted, Inc. 401(k) Profit Sharing Plan's numbers.

  • By total assets, Lionhearted, Inc. 401(k) Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Lionhearted, Inc.'s sponsor-wide assets have grown 7.0% since 2022 across 3 plan years on file. More Retail Trade plans

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.