Profit Sharing · DOL Form 5500 · 2024

Lookout Magnolia Inc. Profit Sharing Plan

Data updated 2026-08-25

$285K
Total assets Small plan by assets
1
Participants Small participant base
13th
Percentile by assets National rank
$285,133
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lookout Magnolia Inc. Retirement Plan · Sponsored by Lookout Magnolia Inc. · Tennessee · Administrative & Support Services

$285K in assets, 1 participants

Lookout Magnolia Inc.'s Lookout Magnolia Inc. Retirement Plan reported $285K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,344 in Administrative & Support Services (4,368 peers)

What the 2024 filing shows

Lookout Magnolia Inc. Retirement Plan holds $285K for 1 participant - about $285,133 per participant, among the smaller plans by assets on file.

#1,344
in Administrative & Support Services (4,368 peers)
-7.2%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lookout Magnolia Inc. Retirement Plan among the smaller filed plans by assets

Lookout Magnolia Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$285,133 13th percentile higher than 13% of 123,620 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 2024

Lookout Magnolia Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lookout Magnolia Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lookout Magnolia Inc. Retirement Plan reported net income fell from $307K in the plan year 2023 filing to -$22K in the plan year 2024 filing.
  • Lookout Magnolia Inc. Retirement Plan end-of-year assets fell from $307K in the plan year 2023 filing to $285K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 934630153 · Lookout Magnolia Inc. PY 2024 · Profit Sharing

Lookout Magnolia Inc. Retirement Plan · $285K · 1 · 13th

  • VS-ST $285K
  • VS-ST 1
  • VS-ST 13th
  • VS-ST Profit Sharing
  • VS-ST near The Founder's Fund
  • VS-ST ind #1344

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Lookout Magnolia Inc. Retirement Plan in the asset neighbourhood

Lookout Magnolia Inc. Retirement PlanLookout Magnolia Inc. Retire…$285KThe Founder's Fund$285KJ. Rodriguez-Cintron Retirement PlanJ. Rodriguez-Cintron Retirem…$285KMalachi Holdings, Inc. Profit Sharing PlanMalachi Holdings, Inc. Profi…$285KImpact Recruiting Incorporated Retirement PlanImpact Recruiting Incorporat…$285K
End-of-year total assets ($M) among Lookout Magnolia Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$307K
Net Assets (End of Year)$285K
Net Income-$22K
Employer EIN934630153
Plan Effective Date2023-12-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Lookout Magnolia Inc.)

Sponsor-wide plan assets over time

All Lookout Magnolia Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$285K 7.164834163033676% vs 2023
2024 filing year
$0.28M$0.29M$0.3M$0.31M$0.32M 20232024 $0.31M $0.29M ▼ -6.5%
Year Plans Participants Total Assets
2023 1 1 $307K
2024 1 1 $285K

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lookout Magnolia Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Lookout Magnolia Inc. Retirement Plan, Total assets ($M): 0.285133 · Participants: 1Lookout Magnolia Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
Lookout Magnolia Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Lookout Magnolia Inc. Retirement Plan side-by-side with 3 peers →

Lookout Magnolia Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is The Founder's Fund in SC ($285K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($285K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lookout Magnolia Inc. Retirement Plan assets move in 2024? ▼
Lookout Magnolia Inc. Retirement Plan pulled back noticeably - down 7.2% during 2024, from $307K to $285K. Reported net income was -$22K.
How have Lookout Magnolia Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lookout Magnolia Inc.'s sponsor-wide assets declined 7.2%, from $307K to $285K.
Where does Lookout Magnolia Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lookout Magnolia Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lookout Magnolia Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Founder's Fund in SC ($285K, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Lookout Magnolia Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 934630153.

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.