401(k) · DOL Form 5500 · 2023

Lwin Family Co., LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
226
Participants Below avg headcount
52nd
Percentile by assets National rank
$32,078
Avg per participant Low balance/head
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Official DOL plan name: Lwin Family Co. Retirement Plan · Sponsored by Lwin Family Co., LLC · North Carolina · Food Services & Accommodation

$7M in assets, 226 participants

Lwin Family Co., LLC's Lwin Family Co. Retirement Plan reported $7M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,155 in Food Services & Accommodation (3,828 peers)

Coverage in North Carolina

Lwin Family Co. Retirement Plan covers 226 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $7M.

#3,155
in Food Services & Accommodation (3,828 peers)
+35.9%
assets growth YoY

Lwin Family Co. Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Lwin Family Co. Retirement Plan vs every filed plan by assets

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

$7,249,619 Top 48% higher than 52% 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

Lwin Family Co. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lwin Family Co. Retirement Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lwin Family Co. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lwin Family Co. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Lwin Family Co. Retirement Plan reported participants rose from 219 in the plan year 2022 filing to 226 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 562065375 · Lwin Family Co., LLC PY 2023 · 401(k)

Lwin Family Co. Retirement Plan · $7M · 226 · 52nd

  • EBSA $7M
  • EBSA 226
  • EBSA 52nd
  • EBSA 401(k)
  • EBSA near Roger Bettis Trucking, Inc. 401(k) Plan
  • EBSA ind #3155

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 Food Services & Accommodation retirement plans → · Plans in North Carolina →

Lwin Family Co. Retirement Plan in the asset neighbourhood

Lwin Family Co. Retirement PlanLwin Family Co. Retirement P…$7MRoger Bettis Trucking, Inc. 401(k) PlanRoger Bettis Trucking, Inc. …$7MMeridian Group 401(k) Profit Sharing Plan & TrustMeridian Group 401(k) Profit…$7MNed R Healy & Co., Inc. Employee Savings & Retirement PlanNed R Healy & Co., Inc. Empl…$7MBellin Anesthesia Associates Sc 401(k) Profit Sharing PlanBellin Anesthesia Associates…$7M
End-of-year total assets ($M) among Lwin Family Co. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN562065375
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lwin Family Co., LLC)

Sponsor-wide plan assets over time

All Lwin Family Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 67.49876546680346% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.34M $8.94M ▲ +67.4%
Year Plans Participants Total Assets
2022 1 219 $5M
2023 1 226 $7M
2024 1 212 $9M

Nearby 401(k) Plans in North Carolina

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

Lwin Family Co. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lwin Family Co. Retirement Plan, Total assets ($B): 0.007249619 · Participants: 226Lwin Family Co. Retirement 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
Lwin Family Co. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lwin Family Co. Retirement Plan side-by-side with 3 peers →

Lwin Family Co. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Roger Bettis Trucking, Inc. 401(k) Plan in OH ($7M); by covered participants it is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Lwin Family Co. Retirement Plan assets move in 2023? ▼
Lwin Family Co. Retirement Plan surged - up 35.9% during 2023, from $5M to $7M. Reported net income was $2M.
How have Lwin Family Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lwin Family Co., LLC's sponsor-wide assets grew 67.5%, from $5M to $9M.
Which 401(k) plans are similar in size to Lwin Family Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roger Bettis Trucking, Inc. 401(k) Plan in OH ($7M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Lwin Family Co. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants, $29M 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 562065375.

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.