401(k) · DOL Form 5500 · 2022

Lifestore Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
109
Participants Small participant base
72nd
Percentile by assets National rank
$133,233
Avg per participant Near avg balance/head
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Official DOL plan name: Lifestore 401(k) Profit Sharing Plan · Sponsored by Lifestore Financial Group, Inc. · North Carolina · Management of Enterprises

$15M in assets, 109 participants

Lifestore Financial Group, Inc.'s Lifestore 401(k) Profit Sharing Plan reported $15M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #625 in Management of Enterprises (1,193 peers)

Coverage in North Carolina

Lifestore 401(k) Profit Sharing Plan covers 109 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#625
in Management of Enterprises (1,193 peers)
+12.8%
assets growth YoY

Lifestore 401(k) Profit Sharing Plan's outsized position by total assets

Lifestore 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,522,432 Top 28% higher than 72% of 139,123 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 2022

Lifestore 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifestore 401(k) Profit Sharing Plan sits mid-pack in the medium band (109 participants).

DOL schedule card

Filing strip 562098545 · Lifestore Financial Group, Inc. PY 2022 · 401(k)

Lifestore 401(k) Profit Sharing Plan · $15M · 109 · 72nd

  • PHOTO $15M
  • PHOTO 109
  • PHOTO 72nd
  • PHOTO 401(k)
  • PHOTO near Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan
  • PHOTO ind #625

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 Management of Enterprises retirement plans → · Plans in North Carolina →

Lifestore 401(k) Profit Sharing Plan in the asset neighbourhood

Lifestore 401(k) Profit Sharing PlanLifestore 401(k) Profit Shar…$15MHoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing PlanHoffman, Stewart & Schmidt, …$15MBighorn Golf Club 401(k) Plan$15MNih Fcu 401(k) Retirement Savings Plan and TrustNih Fcu 401(k) Retirement Sa…$15MDan Klores Communications, LLC 401(k) Savings PlanDan Klores Communications, L…$15M
End-of-year total assets ($M) among Lifestore 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN562098545
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifestore Financial Group, Inc.)

Sponsor-wide plan assets over time

All Lifestore Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 31.95269222124779% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.5M $19.2M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 109 $15M
2023 1 108 $17M
2024 1 112 $19M

Nearby 401(k) Plans in North Carolina

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

Lifestore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Lifestore 401(k) Profit Sharing Plan, Total assets ($B): 0.014522432 · Participants: 109Lifestore 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Lifestore 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lifestore 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lifestore 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 Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in OR ($15M); by covered participants it is Careage of Logansport, Inc. 401(k) Plan in IN (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lifestore 401(k) Profit Sharing Plan assets move in 2022? ▼
Lifestore 401(k) Profit Sharing Plan grew at a solid clip - up 12.8% during 2022, from $13M to $15M. Reported net income was $2M.
How have Lifestore Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifestore Financial Group, Inc.'s sponsor-wide assets grew 32.0%, from $15M to $19M.
Which 401(k) plans are similar in size to Lifestore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoffman, Stewart & Schmidt, P.C. 401(k) Profit Sharing Plan in OR ($15M, 59 participants).
Which 401(k) plans cover a similar participant headcount to Lifestore 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Careage of Logansport, Inc. 401(k) Plan in IN (109 participants, $394K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562098545.

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.