401(k) · DOL Form 5500 · 2023

The Lightstone Group, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
521
Participants Below avg headcount
80th
Percentile by assets National rank
$63,054
Avg per participant Low balance/head
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Official DOL plan name: The Lightstone Group, LLC 401(k) Plan · Sponsored by The Lightstone Group, LLC · New York · Real Estate

$33M in assets, 521 participants

The Lightstone Group, LLC's The Lightstone Group, LLC 401(k) Plan reported $33M in total assets and 521 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,332 in Real Estate (4,727 peers)

Where The Lightstone Group, LLC 401(k) Plan sits by assets

The Lightstone Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 521 participants (~$63,054/participant), up 30.9% in 2023.

#4,332
in Real Estate (4,727 peers)
+30.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Lightstone Group, LLC 401(k) Plan's outsized position by total assets

The Lightstone Group, LLC 401(k) Plan vs every filed plan by assets

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

$32,851,266 Top 20% higher than 80% 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

The Lightstone Group, LLC 401(k) 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. The Lightstone Group, LLC 401(k) Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lightstone Group, LLC 401(k) Plan reported net income rose from -$143K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Lightstone Group, LLC 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • The Lightstone Group, LLC 401(k) Plan reported participants fell from 536 in the plan year 2022 filing to 521 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020641131 · The Lightstone Group, LLC PY 2023 · 401(k)

The Lightstone Group, LLC 401(k) Plan · $33M · 521 · 80th

  • BOOK $33M
  • BOOK 521
  • BOOK 80th
  • BOOK 401(k)
  • BOOK near Cssi, Inc. Employee 401(k) Plan
  • BOOK ind #4332

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 Real Estate retirement plans → · Plans in New York →

The Lightstone Group, LLC 401(k) Plan in the asset neighbourhood

The Lightstone Group, LLC 401(k) PlanThe Lightstone Group, LLC 40…$33MCssi, Inc. Employee 401(k) PlanCssi, Inc. Employee 401(k) P…$33MMce 401(k) Retirement Plan$33MCascade Utilities, Inc. and Affiliated Companies Salary Savings PlanCascade Utilities, Inc. and …$33MKoll Bren Schreiber Realty Advisors Employees' 401(k) PlanKoll Bren Schreiber Realty A…$33M
End-of-year total assets ($M) among The Lightstone Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN020641131
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lightstone Group, LLC)

Sponsor-wide plan assets over time

All The Lightstone Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 61.00847131561664% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.1M $40.4M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 536 $25M
2023 1 521 $33M
2024 1 530 $40M

Nearby 401(k) Plans in New York

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

The Lightstone Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Lightstone Group, LLC 401(k) Plan, Total assets ($B): 0.032851266 · Participants: 521The Lightstone Group, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Lightstone Group, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Lightstone Group, LLC 401(k) Plan side-by-side with 3 peers →

The Lightstone Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cssi, Inc. Employee 401(k) Plan in DC ($33M); by covered participants it is Woods Supermarket, Inc. 401(k) Profit Sharing Plan in MO (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 The Lightstone Group, LLC 401(k) Plan assets move in 2023? ▼
The Lightstone Group, LLC 401(k) Plan surged - up 30.9% during 2023, from $25M to $33M. Reported net income was $8M.
How have The Lightstone Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lightstone Group, LLC's sponsor-wide assets grew 61.0%, from $25M to $40M.
Where does The Lightstone Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Lightstone Group, LLC 401(k) Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Lightstone Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cssi, Inc. Employee 401(k) Plan in DC ($33M, 144 participants).
Which 401(k) plans cover a similar participant headcount to The Lightstone Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woods Supermarket, Inc. 401(k) Profit Sharing Plan in MO (521 participants, $5M 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 020641131.

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.