401(k) · DOL Form 5500 · 2023
Lighthouse for the Blind and Visually Impaired 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $71,138
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired · Sponsored by Lighthouse for the Blind and Visually Impaired · California · Healthcare & Social Assistance
$10M in assets, 139 participants
Lighthouse for the Blind and Visually Impaired's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired reported $10M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,314 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired covers 139 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $10M.
- #11,314
- in Healthcare & Social Assistance (17,684 peers)
- +24.2%
- assets growth YoY
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired's mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,888,155 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired reported net income rose from -$975K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired reported participants rose from 92 in the plan year 2022 filing to 139 in the plan year 2023 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 941415317 · Lighthouse for the Blind and Visually Impaired PY 2023 · 401(k)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired · $10M · 139 · 58th
- VS-ST $10M
- VS-ST 139
- VS-ST 58th
- VS-ST 401(k)
- VS-ST near Walborsky Bradley & Fleming, PLLC Profit Sharing Plan
- VS-ST ind #11314
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 941415317 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lighthouse for the Blind and Visually Impaired)
Sponsor-wide plan assets over time
All Lighthouse for the Blind and Visually Impaired plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 64.38957629354204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $8M |
| 2023 | 1 | 139 | $10M |
| 2024 | 1 | 156 | $13M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Lighthouse for the Blind and Visually Impaired's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Walborsky Bradley & Fleming, PLLC Profit Sharing Plan in FL ($10M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Walborsky Bradley & Fleming, PLLC Profit Sharing Plan (FL) $10M · 24
- Oak View Group LLC 401(k) Profit Sharing Plan and Trust (CO) $10M · 2,283
- Absolut Retirement Savings Plan (NY) $10M · 796
- Nextpoint Financial 401(k) Plan (TX) $10M · 488
Similar participant headcount
Nearest other-state filings by covered participants (139 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.